Transamerica Financial Advisors
43yrs
Top advisor by experience in Centennial
2yrs
Caleb Bitner is a fiduciary financial advisor in Centennial, Colorado, with 2 years in the industry. Caleb joined AE Wealth Management in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 255 advisors with offices in Centennial, and one of 219 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office7354 S Alton Way Suite 103, Centennial, CO 80112
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$387,358
Advisors at the firm460
States licensed ?1 state
Services through AE Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowAE Wealth Management, LLCCurrent firm
Questions to ask Caleb
Tailored to Caleb’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Caleb
How do I contact Caleb?
Call AE Wealth Management at (866) 363-9595 and ask for Caleb Bitner. Caleb works from the Centennial, CO office.
How long has Caleb been a financial advisor?
Caleb has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Caleb hold?
Series 65. Tap any license on this page to see what it allows.
Is Caleb a fiduciary?
Caleb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Caleb paid?
AE Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Caleb for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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