Callahan Tully (CRD# 7292759) is an Investment Advisor Representative working at Wells Fargo Advisors in Elkhorn, WI and has over 3 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 4375964
Oneamerica Securities, Inc.
CRD# 4659590
Global View Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Elkhorn, WI | Aug 2021 - Current | 2 |
| Equitable Advisors, LLC | New York, NY | Sep 2020 - Jun 2021 | < 1 |
| City Of Burlington | Burlington, WI | Jun 2020 - Aug 2020 | < 1 |
| University Of Wisconsin- La Crosse | La Crosse, WI | Sep 2016 - May 2020 | 3 |
| City Of Burlington | Burlington, WI | May 2019 - Aug 2019 | < 1 |
| Eagle Lake Management District | Kansasville, WI | Jun 2015 - Aug 2018 | 3 |
| Burlington High School | Burlington, WI | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2021 |
- TX
- WI
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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