CALLAHAN FINANCIAL PLANNING

43 Scott St.
Council Bluffs, Iowa 51503
Tel: (800) 991-5195

About CALLAHAN FINANCIAL PLANNING

CALLAHAN FINANCIAL PLANNING, formally registered with the SEC as CALLAHAN FINANCIAL PLANNING. The firm was established in 04/01/2021. They have over 8 offices throughout the country.

CALLAHAN FINANCIAL PLANNING is a Council Bluffs, Iowa based Financial Planning firm with nearly $100,404,533 assets under management, offering retirement planning & investment advisory services to 392 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	314571
SEC#	801-121322
Assets Managed by Firm	$100,404,533
No. of Clients	392
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	392	$100,404,533
Individuals (other than high net worth individuals)	78	$42,842,369
High net worth individuals	23	$57,562,164

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