Caudle Financial Group logo

Caudle Financial Group Employee Directory

Investment ManagementKansas, United States2-10 Employees

Caudle Financial Group operates as an independent investment management firm offering services for individuals and businesses seeking to invest, manage assets, or plan for future financial needs. The firm emphasizes evaluating a client's financial situation and creating a customized plan designed to help reach established goals. Based in Atchison, Kansas, it functions as a small, independent advisory presence within the investment landscape. The accompanying disclosures indicate an association with LPL Financial and state that third-party posts about the profile do not reflect LPL's views, and that LPL professionals discuss or transact only with residents of states where they are properly registered. This context highlights regulatory considerations tied to its network.

Find Caudle Financial Group employees' phone numbers or email addresses

Caudle Financial Group Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Caudle Financial Group's Leadership

  • Stylized image of a person
    T. C.
    Ceo
    Phone icon
  • Stylized image of a person
    B. G.
    Senior Investment Executive
    Phone icon
  • Stylized image of a person
    T. B.
    Senior Investment Executive
    Phone icon
  • Stylized image of a person
    C. T.
    Senior Investment Executive
    Phone icon
  • Stylized image of a person
    J. C.
    Financial Professional
    Phone icon
  • Stylized image of a person
    R. B.
    Insurance Producer
    Phone icon

Caudle Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Caudle Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. C.
    Ceo
    Phone icon
    United StatesKansas
    Jun 08, 2026
  • Stylized image of a person
    B. G.
    Senior Investment Executive
    Phone icon
    United StatesKansas
    Jun 25, 2026
  • Stylized image of a person
    T. B.
    Senior Investment Executive
    Phone icon
    United StatesMissouri
    May 29, 2026
  • Stylized image of a person
    C. T.
    Senior Investment Executive
    Phone icon
    United StatesKansas
    May 30, 2026
  • Stylized image of a person
    J. C.
    Financial Professional
    Phone icon
    United StatesKansas
    May 30, 2026
  • Stylized image of a person
    R. B.
    Insurance Producer
    Phone icon
    UNITED STATES
    Aug 04, 2023

Frequently Asked Questions

What is Caudle Financial Group known for?

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Caudle Financial Group operates in the Investment Management industry. Explore Caudle Financial Group's company overview page for more information.

What is Caudle Financial Group's most common email format?

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Caudle Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Caudle Financial Group email formats with LeadIQ.

How many employees does Caudle Financial Group have currently?

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Caudle Financial Group has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Caudle Financial Group's key employees and leadership?

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As of July 2026, Caudle Financial Group's key employees include:

  • Ceo: T. C.
  • Senior Investment Executive: B. G.
  • Senior Investment Executive: T. B.
  • Senior Investment Executive: C. T.
  • Financial Professional: J. C.

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