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Jordan DeBoer

Calibration Financial

210 2nd Ave SW
Ste 105

Milaca, MN 56353
(320) 3626002

Objective Wealth Management

About Calibration Financial

I established Calibration Financial to support families and their businesses with an objective approach to their financial wellness. Specializing in financial planning, I believe you need to understand where you've been and where you're at today before you develop solutions for your personal and financial goals.

Along with providing tools such as interactive planning software and biblically or socially responsible investment models, my approach is to provide education and resources to support you in achieving your goals.

I work with clients who need a trusted partner to guide them, whether that is saving for their first emergency fund or establishing a tax-efficient withdrawal strategy for their retirement. And because of my structure, I'm able to keep my practice small and relationships personal, so you won't be just an account number or file I review before we meet.

General Information

Firm Start Year

2019

No.of Employees

1

CRD#

6554740

Firm CRD#

304118

Years of Experience in Financial Services

5

Number of Years with Current Firm

1

I work with the following types of clients

Individual Investors, Businesses

Services

Investment Types

Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, Via phone, At my office, At your home, Video Conference

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AWMA®

Securities Licenses

Series 65

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Based on Assets

Additional Details on Charges

I offer multiple fee structures, depending on the services you need. Current fee information is available on my website at: https://www.calibrationfinancial.com/services/summary-of-fees/

Minimum Fee Charged for Managed Accounts

$0

Education

Bachelor of Science - Business

Colorado Christian University
08/2007 - 05/2010