Callahan Financial Planning Company
Legal Name: CALLAHAN FINANCIAL PLANNING COMPANY
Full Contact Details
Callahan Financial Planning Company
3157 FARNAM STREET SUITE 7111, OMAHA, NE
(402) 341-2000
(402) 881-8324
Other Info
Callahan Financial Planning Company, a NE Corporation, provides advisory services to 17 clients, with three employees dedicating themselves in advisory roles. The firm is legally known as CALLAHAN FINANCIAL PLANNING COMPANY and has been approved by the U.S. Securities and Exchange Commission since September 14, 2017.
Callahan Financial Planning - Omaha/Bay Area/Denver Financial Advisor
Leading fee-only, fiduciary financial planners for individuals/families. Offices in San Francisco, San Rafael, Omaha, Lincoln, and Denver.
Callahan Financial Planning - Omaha/Bay Area/Denver Financial Advisor
Leading fee-only, fiduciary financial planners for individuals/families. Offices in San Francisco, San Rafael, Omaha, Lincoln, and Denver.
Direct Owners
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ALLISON NICOLE CERVEN
CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER owns less than 5%
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REUBEN J BRAUER
SENIOR FINANCIAL PLANNER owns less than 5%
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WILLIAM ALAN CALLAHAN
PRESIDENT, CHIEF INVESTMENT OFFICER owns 75% or more