Callahan Financial Planning

Callahan Financial Planning (CRD# 314571) is a financial advisory firm headquartered in Omaha, NE. They manage $248,711,876 in 811 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    249
    MILLION
  • Total Number of Accounts
    811
    ACCOUNTS
  • Average Account Value
    $306,673
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.

CA, CO, IA, IL, ND, NE, TX, WI

Financial Advisors at Callahan Financial Planning
Showing 1 - 9 of 9 top financial advisors.
1
James N. Boese
CRD#: 5615487
3157 Farnam Street Suite 7111, Omaha, NE 68131

James Boese (CRD# 5615487) is an Investment Advisor Representative working at Callahan Financial Planning in Omaha, NE and has over 13 years of experience in the finance industry. James Boese 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
Reuben J. Brauer
CRD#: 5887664
75 Broadway Ste 202, San Francisco, CA 94111

Reuben Brauer (CRD# 5887664) is an Investment Advisor Representative working at Callahan Financial Planning in San Francisco, CA and has over 11 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.

3
Allison N. Cerven
CRD#: 6385657
Stanton, IA

Allison Cerven (CRD# 6385657) is an Investment Advisor Representative working at Callahan Financial Planning in Stanton, IA and has over 7 years of experience in the finance industry. Allison Cerven 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.

4
Kevin E. Forristall
CRD#: 6308042
Macedonia, IA

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.

5
Brett A. Werner
CRD#: 5552680
Omaha, NE

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.

6
Scott R. Leise
CRD#: 7286701
3157 Farnam Street Suite 7111, Omaha, NE 68131

Scott Leise (CRD# 7286701) is an Investment Advisor Representative working at Callahan Financial Planning in Omaha, NE and has 1 year of experience in the finance industry.

7
Jay N. Myers
CRD#: 2185563
43 Scott St, Council Bluffs, IA 51503

Jay Myers (CRD# 2185563) is an Investment Advisor Representative working at Callahan Financial Planning in Council Bluffs, IA and has over 30 years of experience in the finance industry.

8
Matthew C. Riley
CRD#: 7403703
2 Kelli Court, Clinton, IL 61727

Matthew Riley (CRD# 7403703) is an Investment Advisor Representative working at Callahan Financial Planning in Clinton, IL and has 1 year of experience in the finance industry.

9
Logan W. Sanders
CRD#: 6805792
3157 Farnam Street Suite 7111, Omaha, NE 68131

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.

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