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Craig Andrew Kliebert

SHOBE & ASSOCIATES, INC·BATON ROUGE, Louisiana
SIE, Series 7, Series 63CFPClean record16 years registeredSHOBE & ASSOCIATES, INC
8280 YMCA PLAZA DRIVE, BATON ROUGE, LA 70810CRD# 4964926Firm CRD# 114975

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig Andrew Kliebert · BATON ROUGE, LA
Registration
CRD #4964926 · SHOBE & ASSOCIATES, INC · 16 years registered
Brand Profile
Not yet started
01

Career History

CWM, LLC
Mar 2023 – present
THE SHOBE FINANCIAL GROUP
Oct 2009 – May 2023
BATON ROUGE, LA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · October 26, 2009
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SHOBE & ASSOCIATES, INC
CRD 114975 · SEC 801-70323
AUM
$397M
Regulatory assets under management
Employees
21
299 client accounts
Services offered by SHOBE & ASSOCIATES, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SHOBE & ASSOCIATES, INC →
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Frequently Asked Questions

What services does Craig Andrew Kliebert offer?
Craig Andrew Kliebert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BATON ROUGE, Louisiana for a consultation.
What are Craig Andrew Kliebert's credentials?
Craig Andrew Kliebert holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Craig Andrew Kliebert located?
Craig Andrew Kliebert is based in BATON ROUGE, Louisiana, working with SHOBE & ASSOCIATES, INC. Their office serves clients in the BATON ROUGE metropolitan area and surrounding communities.
How does Craig Andrew Kliebert charge for services?
Craig Andrew Kliebert's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHOBE & ASSOCIATES, INC?
SHOBE & ASSOCIATES, INC has approximately 21 employees and manages $397M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SHOBE & ASSOCIATES, INC

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CFP
Edward Louis Shobe
BATON ROUGE, LA
Betty Lewis Laakson
BATON ROUGE, LA
Zainab Murtaza Gandhi
BATON ROUGE, LA
CFP

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Research
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