Scott Leise (CRD# 7286701) is an Investment Advisor Representative working at Callahan Financial Planning in Omaha, NE and has over 3 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ts Bank | Council Bluffs, IA | Apr 2021 - Current | 3 |
| Callahan Financial Planning Company | Omaha, NE | Feb 2020 - Apr 2021 | 1 |
| Wells Fargo | Omaha, NE | Jul 2018 - Feb 2020 | 1 |
| Bucky's Convenience Stores | Omaha, NE | Aug 2014 - Jun 2018 | 3 |
| Midlands Auto Repair | Papillion, NE | May 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
- CA
- CO
- IA
- NE
-
Total Assets Under Management248MILLIONS
-
Total Number of Accounts824ACCOUNTS
-
Average Account Value$301,294
- 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
CA, CO, FL, IA, NE, TX
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