Derek Van CalliganCRD Number: 6508171
Current Firm: Sharkey Howes & Javer Inc.
Derek Van Calligan (CRD# 6508171) is an Investment Advisor Representative working at Sharkey Howes & Javer Inc. in Denver, CO and has 1 year of experience in the finance industry. Derek Van Calligan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Sharkey, Howes & Javer||Denver, CO||Aug 2017 - Current||2|
|Ellenbecker Investment Group, Inc.||Pewaukee, WI||Sep 2016 - Jul 2017||< 1|
|Clifton Larson Allen Wealth Advisors||Minneapolis, MN||May 2015 - Aug 2016||1|
|Enrich Financial Partners||Madison, WI||May 2014 - May 2015||1|
|Wisconsin School Of Business||Madison, WI||May 2014 - May 2015||1|
|Automation Products||Sheboygan, WI||Jun 2008 - Aug 2014||6|
|Wisconsin Union||Madison, WI||Oct 2013 - May 2014||< 1|
|Sheboygan Area School District||Sheboygan, WI||Sep 2006 - Jun 2011||4|
Total Assets Under Management710MILLIONS
Total Number of Accounts2,781ACCOUNTS
Average Account Value$255,479
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, IL, LA, MT, OR, TX, VA, WA, WY
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