Michael Callahan, financial advisor Westminster CO

Michael Callahan

CRD Number: 6407149
Current Firm: Cetera Investment Advisers LLC

Michael Callahan (CRD# 6407149) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Westminster, CO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
Fs Advisors Wealth Management Westminster, CO Sep 2022 - Current 1
Cetera Advisor Networks LLC El Segundo, CA Aug 2020 - Current 3
Fox-smith Wealth Management Westminster, CO Apr 2022 - Sep 2022 < 1
Fox-smith Wealth Management Westminster, CO Aug 2020 - Mar 2022 1
Unemployed - Searching Aurora, CO Jun 2020 - Aug 2020 < 1
Transamerica Corporation Denver, CO Jan 2020 - Jun 2020 < 1
Unemployed- Travel, Parenting, Job Search Aurora, CO Jan 2019 - Dec 2019 < 1
Charles Schwab & Company, Inc. Lone Tree, CO Oct 2014 - Jan 2019 4
City And County Of Denver Denver, CO Apr 2014 - Oct 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2018
S63 Uniform Securities State Law Examination Feb 2015
Contact Info for Michael S. Callahan
Phone Number: 888-528-2987
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
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

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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