Callahan Investment Advisor, LLC
Callahan Investment Advisor, LLC (CRD# 169447) is a financial advisory firm headquartered in , . They manage $13,590,868 in 137 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts137ACCOUNTS
Average Account Value$99,203
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Stephen Callahan (CRD# 2291501) is an Investment Advisor Representative working at Callahan Investment Advisor, LLC in Crawford, NE and has over 25 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.