Callahan Financial Planning

Callahan Financial Planning (CRD# 314571) is a financial advisory firm headquartered in Omaha, NE. They manage $248,266,156 in 824 accounts and serve the financial needs of clients across 6 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
    248
    MILLION
  • Total Number of Accounts
    824
    ACCOUNTS
  • Average Account Value
    $301,294
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 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.

2
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.

3
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 over 3 years of experience in the finance industry.

4
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 32 years of experience in the finance industry.

5
Tu Nguyen, financial advisor Palo Alto CA
Tu T. Nguyen
CRD#: 7645641
3000 El Camino Real Ste 4-200, Palo Alto, CA 94306

Tu Nguyen (CRD# 7645641) is an Investment Advisor Representative working at Callahan Financial Planning in Palo Alto, CA and has 1 year of experience in the finance industry.

6
Logan Sanders, financial advisor Treynor IA
Logan W. Sanders
CRD#: 6805792
Treynor, IA

Logan Sanders (CRD# 6805792) is an Investment Advisor Representative working at Callahan Financial Planning in Treynor, IA 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.

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