Dean CallisonCRD Number: 1841723
Current Firm: First Heartland Consultants, Inc.
Dean Callison (CRD# 1841723) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Overland Park, KS and has over 29 years of experience in the finance industry. Dean Callison 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.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|First Heartland Capital, Inc.||Overland Park, KS||Sep 1993 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1988|
Total Assets Under Management1,045MILLIONS
Total Number of Accounts5,087ACCOUNTS
Average Account Value$205,455
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV