Callahan Financial Planning
Callahan Financial Planning (CRD# 314571) is a financial advisory firm headquartered in Omaha, NE. They manage $223,414,832 in 816 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management223MILLION
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Total Number of Accounts816ACCOUNTS
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Average Account Value$273,793
- 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
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.
Brett Werner (CRD# 5552680) is an Investment Advisor Representative working at Callahan Financial Planning in Omaha, NE and has 1 year of experience in the finance industry.
Scott Leise (CRD# 7286701) is an Investment Advisor Representative working at Callahan Financial Planning in Omaha, NE and has over 3 years of experience in the finance industry.
Jay Myers (CRD# 2185563) is an Investment Advisor Representative working at Callahan Financial Planning in Council Bluffs, IA and has over 32 years of experience in the finance industry.
Tu Nguyen (CRD# 7645641) is an Investment Advisor Representative working at Callahan Financial Planning in Mill Valley, CA and has 1 year of experience in the finance industry.
Logan Sanders (CRD# 6805792) is an Investment Advisor Representative working at Callahan Financial Planning in Omaha, NE and has 1 year of experience in the finance industry.