Callahan Financial Planning Company

Callahan Financial Planning Company (CRD# 153050) is a financial advisory firm headquartered in Omaha, NE. They manage $72,152,225 in 354 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    354
    ACCOUNTS
  • Average Account Value
    $203,820
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA, NE, TX

Financial Advisors at Callahan Financial Planning Company
Showing 1 - 4 of 4 top financial advisors.
1
Reuben J. Brauer
CRD#: 5887664
3157 Farnam Street Suite 7111, Omaha, NE 68131
96
Wealthminder
score

Reuben Brauer (CRD# 5887664) is an Investment Advisor Representative working at Callahan Financial Planning Company in Omaha, NE and has over 6 years of experience in the finance industry. Reuben Brauer 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.

2
William A. Callahan
CRD#: 5130499
3157 Farnam Street Suite 7111, Omaha, NE 68131
96
Wealthminder
score

William Callahan (CRD# 5130499) is an Investment Advisor Representative working at Callahan Financial Planning Company in Omaha, NE and has over 11 years of experience in the finance industry. William Callahan 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.

3
Allison N. Cerven
CRD#: 6385657
3157 Farnam Street Suite 7111, Omaha, NE 68131
88
Wealthminder
score

Allison Cerven (CRD# 6385657) is an Investment Advisor Representative working at Callahan Financial Planning Company in Omaha, NE and has over 3 years of experience in the finance industry.

4
Spencer D. Schwarting
CRD#: 6444213
3157 Farnam Street Suite 7111, Omaha, NE 68131
87
Wealthminder
score

Spencer Schwarting (CRD# 6444213) is an Investment Advisor Representative working at Callahan Financial Planning Company in Omaha, NE and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.