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Reuben J. Brauer

Callahan Financial Planning Company

6500 S Quebec St Ste 300

Centennial, CO 80111

303-222-7100

Denver's Fee-Only Financial Planners

About Callahan Financial Planning Company

Callahan Financial Planning is an independent fiduciary financial advisor, providing financial planning and investment management services with 6 offices across 3 regions: San Rafael, San Francisco, and Mill Valley in Northern California, in Omaha and Lincoln in Nebraska, and in the Denver metro area in Centennial Colorado.

We provide a special form of conflict-free financial advice called fee-only financial planning.

This means both the company and all of our financial advisors make a legal and ethical commitment to place the interest of our clients first in everything that we do, and we will never receive a sales commission for anything we do.

Callahan Financial Planning is a federally registered investment advisor serving clients throughout the U.S., and our practice is one of the largest NAPFA financial advisory practices in the some of the markets we serve.

General Information

Firm Start Year

2010

No.of Employees

5-9

CRD#

5887664

Firm CRD#

153050

Name of Custodial Firm

TD Ameritrade Institutional, Charles Schwab, TIAA-CREF

States Licensed in

CA, CO, IA, NE, TX

Years of Experience in Financial Services

14

Number of Years with Current Firm

12

Work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Advisory Services Provided

Tax Advice and Services, Investment Advice & Management, Financial Planning

Services

Investment Types

Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Commodities, Annuities, Insurance, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Via Phone, Our Office, Via Email, Video Conference

Compliance

Registered Investment Advisor

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Securities Licenses

Series 66, Series 65

Firm Information

Firm's Number of Clients

200

Assets Managed by Firm

$230 million

Advisor's Number of Clients

130

Assets Managed by Advisor

$150,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Hourly

Disclosures

https://www.adviserinfo.sec.gov/IAPD/Support/ReportViewer.aspx?indvl_pk=5130499

Disclaimer

Callahan Financial Planning Company, a fee-only SEC-registered investment advisor. A registered investment advisor has a fiduciary relationship with its clients to ensure advice and recommendations place a client's interests first. Client assets are held at an independent brokerage selected by the client and investment advisor. See these disclosures for additional important information. Callahan Financial Planning Company is not compensated to make recommendations by any other financial institution.