Derek Van Calligan, financial advisor Denver CO

Derek Van Calligan

CRD 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.

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Professional Designations
Company Name Location Dates Years
Sharkey, Howes & Javer Denver, CO Aug 2017 - Current 1
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

Derek Van Calligan has no recent exams reported.
Contact Info for Derek J. Van Calligan
Phone Number: 303-639-5100
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    710
    MILLIONS
  • Total Number of Accounts
    2,781
    ACCOUNTS
  • Average Account Value
    $255,479
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, CO, FL, IL, LA, MT, OR, TX, VA, WA, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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