Callahan Financial Planning Company
Callahan Financial Planning Company (CRD# 153050) is a financial advisory firm headquartered in Omaha, NE. They manage $224,927,892 in 756 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Callahan Financial Planning Company
By the Numbers
-
Total Assets Under Management225MILLION
-
Total Number of Accounts756ACCOUNTS
-
Average Account Value$297,524
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, IA, NE, TX
Financial Advisors at Callahan Financial Planning Company
No Advisor Found.
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