Cale Bentley is a Wealth Advisor with SRG Financial Advisors in Osage Beach, Missouri, serving individuals, families, retirees, and working professionals throughout Missouri and the Lake of the Ozarks area.
Cale earned his Bachelor of Science in Finance from the University of Missouri and completed a certificate in investments. He holds the Series 65 license and Missouri Life and Health Insurance License. His planning focus includes retirement planning, investment guidance, insurance planning, and helping clients make informed financial decisions at each stage of life. He works with individuals and families at all stages of life who want to build a strong financial foundation.
Cale began his career at SRG Financial Advisors as an intern, gaining firsthand experience in the financial planning process from start to finish. He now serves clients as a Wealth Advisor and continues to build experience in the securities industry. Through The Mile Marker FORMula, Cale helps clients understand how investments, retirement planning, insurance, taxes, and other parts of their financial lives work together. Clients rely on him for clear communication, thoughtful planning, and a process-based approach to helping them prepare for the transition into the work-optional stage of life.
Cale grew up on a farm in southwest Iowa, where he learned the value of hard work, discipline, and doing things the right way. His family moved to the Lake of the Ozarks in 2018, and he graduated from Camdenton High School in 2022, where he played football, wrestled, and played golf. As a proud University of Missouri graduate, Cale enjoys staying connected to Mizzou and cheering on the Tigers. Cale recently married his high school sweetheart, Ellie. Outside of the office, he enjoys spending time on the lake and playing golf.
Cale enjoys helping individuals and families organize their financial lives, make confident decisions for the future, and build lasting relationships throughout the planning process.
Work with Cale: Call (573) 302-7212, email cale@srgfinancialadvisors.com, or schedule a complimentary introductory meeting at the Osage Beach Office or Online.
Frequently Asked Questions
Who is Cale Bentley?
Cale Bentley is a Wealth Advisor at SRG Financial Advisors in Osage Beach, Missouri. He serves clients at Lake of the Ozarks and across Missouri.
What does Cale Bentley specialize in?
Cale’s planning focus includes retirement planning, investment guidance, insurance planning, and helping clients make informed financial decisions at each stage of life.
Is Cale Bentley held to the fiduciary standard?
Yes, when working in an advisory capacity, Cale acts as a fiduciary, legally required to put his clients’ financial interests first, acting with loyalty, care, and full transparency. He recommends investments and strategies that benefit his clients, even if it means lower compensation for him.
How long has Cale Bentley been a wealth advisor?
While Cale Bentley became a wealth advisor in May 2026, he had a year of prior industry experience, having begun his career at SRG Financial Advisors as an intern and gained firsthand experience in the financial planning process from start to finish.
Who does Cale Bentley work with?
Cale works with individuals and families at all stages of life who want to build a strong financial foundation, primarily at Lake of the Ozarks and across Missouri.
How can someone work with Cale Bentley?
Call (573) 302-7212, email cale@srgfinancialadvisors.com, or schedule a complimentary introductory meeting at the Osage Beach Office or Online.
LinkedIn Profile
https://www.linkedin.com/in/calebentley/
SEC Investment Adviser Public Disclosure (IAPD)
https://adviserinfo.sec.gov/individual/summary/8118202