Callahan Investment Advisor, LLC

Callahan Investment Advisor, LLC (CRD# 169447) is a financial advisory firm headquartered in , . They manage $12,152,605 in 147 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $82,671
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

AZ, NE

Financial Advisors at Callahan Investment Advisor, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stephen A. Callahan
CRD#: 2291501
Crawford, NE
71
Wealthminder
score

Stephen Callahan (CRD# 2291501) is an Investment Advisor Representative working at Callahan Investment Advisor, LLC in Crawford, NE and has over 23 years of experience in the finance industry. Stephen Callahan 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.

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