Caudle Financial Group Employee Directory

Investment ManagementKansas, United States2-10 Employees

If you are looking for an Independent financial investment firm, you've come to the right place.  We offer a number of financial services available for both businesses and individuals seeking to invest, manage assets, or plan for a financially rewarding future.
It is our purpose to accurately assess your financial needs, then create and implement a plan of action customized to reach the goals you have set.


'Registered Representatives of and securities and investment advisory services offered through Berthel Fisher & Company Financial Services Inc. (BFCFS), Member FINRA/SIPC. Caudle Financial Group is independent of BFCFS. www.finra.org, www.sipc.org, www.berthel.com/disclosures'

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
    Mar 06, 2025
  • Stylized image of a person
    B. G.
    Senior Investment Executive
    Phone icon
    United StatesKansas
    Oct 19, 2025
  • Stylized image of a person
    T. B.
    Senior Investment Executive
    Phone icon
    United StatesMissouri
    Sep 09, 2025
  • Stylized image of a person
    C. T.
    Senior Investment Executive
    Phone icon
    United StatesKansas
    Jan 28, 2026
  • Stylized image of a person
    J. C.
    Financial Professional
    Phone icon
    United StatesKansas
    Nov 14, 2025
  • 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. The company's main headquarters is located in 701 Kansas Avenue Atchison, Kansas 66002 United States. 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 February 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 February 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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