Investments - Caudle Financial Group

Caudle Financial Group is a financial firm located in the second level of the Bank of Atchison building. It is independently owned and is not part of the Union State Bank. The main objective of Caudle Financial Group is to find an investment that suits each individual’s needs. It has a wide range of products for anyone’s business and personal needs including the following:

  • Business retirement plans (401k, Simple, SEP, Profit Sharing)
  • Mutual Funds
  • Private Money Management
  • Estate Planning
  • Institutional Investments
  • Financial Planning
  • Retirement Planning
  • Bonds and Fixed Income Investing
  • Annuities and Life Insurance
  • REITs
  • 1031 (real-estate) replacement properties

If you are interested in any of these products or have questions, please contact us at (913)367-2700 or (800)367-2703 for more information. Also, you may email us at tcaudle@caudlefinancial.com.  

Caudle Financial Group offers securities through Berthel Fisher & Company Financial Services, Inc. member FINRA / SIPC. Caudle Financial Group is Independent of Berthel Fisher & Company Financial Services, Inc.
  • Not a Deposit
  • Not FDIC Insured
  • Not Insured By Any Federal Government Agency
  • Not Guaranteed By The Bank
  • May Lose Value