Kevin Forristall (CRD# 6308042) is an Investment Advisor Representative working at Callahan Financial Planning in Macedonia, IA and has 1 year of experience in the finance industry.
CRD# 5977702
State Farm Investment Management Corp.
CRD# 6242976
Edward Jones
CRD# 4745122
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ts Bank | Treynor, IA | Apr 2021 - Current | 3 |
| Ts Capital, LLC | Treynor, IA | Jan 2014 - Current | 10 |
| Silver Creek Farms | Macedonia, IA | Nov 2011 - Current | 12 |
| Ts Bank | Treynor, IA | Dec 2008 - Current | 15 |
- IA
-
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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