Company Information

Get to know Cauble & Harre Wealth Management

Founded in 2004, Cauble & Harre Wealth Management operates as an independent, fee-only wealth management firm based in Lafayette, Indiana. Their mission is to provide objective and comprehensive financial planning and investment management to a select number of families and institutions. As a fiduciary, the firm is legally and ethically bound to act in their clients' best interests, focusing on building long-term relationships based on trust and personalized strategies for financial goals like retirement, estate planning, and wealth preservation.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Cauble & Harre Wealth Management

United States

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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BVI FSC

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.