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).

By the Numbers
  • Total Assets Under Management
    223
    MILLION
  • Total Number of Accounts
    816
    ACCOUNTS
  • Average Account Value
    $273,793
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
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IA, NE, TX

Financial Advisors at Callahan Financial Planning
Showing 1 - 6 of 6 top financial advisors.
1
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.

2
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.

3
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 over 3 years of experience in the finance industry.

4
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 32 years of experience in the finance industry.

5
Tu T. Nguyen
CRD#: 7645641
100 Shoreline Hwy Ste 100b, Mill Valley, CA 94941

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.

6
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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