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).

Current Firm Details
3157 Farnam Street Suite 7111, Omaha, NE 68131
https://www.callahanfp.com
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 Boese, financial advisor Omaha NE
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 Brauer, financial advisor San Francisco CA
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 Cerven, financial advisor Stanton IA
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 Forristall, financial advisor Macedonia IA
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 Werner, financial advisor Omaha NE
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 Leise, financial advisor Omaha NE
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 Myers, financial advisor Council Bluffs IA
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 Riley, financial advisor Clinton IL
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 Sanders, financial advisor Omaha NE
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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