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 5 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 10 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 2 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 1 year of experience in the finance industry.

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