William Callahan

Omaha, Nebraska, 68131
advisor

Member Since 2010

All of us at Callahan Financial Planning Company operate with a strict set of principles in our practice, but they can be summarized with this: Manage every client’s financial plan with the same care as we would our own. We believe firmly in the need for advice without the potential for product sales. We have a fiduciary obligation to our clients and always act solely in their best interest.
Contact William
 
 

My Location

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 Background Information

  • Years of Financial Experience

    • 9

  • Education

    • University of Nebraska at Omaha (4)

  • Association Memberships

    • Financial Planning Association
    • Fee-Only Financial Adviser
    • Greater Omaha Chamber of Commerce

  • Methods of Compensation

    • Financial Planning: Asset-based fee, Hourly fee, Fixed fee
    • Investment Services: Asset-based fee, Hourly fee, Fixed fee

  • Primary Custodian(s)

    • TD Ameritrade Institutional

  • Types of Financial Reports

    • Performance Report (Quarterly)
    • Market Environment Report (Quarterly)
    • Custodial Report (Monthly)
    • Newsletter (Quarterly)

  • Additional Business Practices

    • I work with remote clients over the telephone and Internet
    • I review my clients' financial plans with them
    • I review my clients' investment portfolios with them
 

  • Registration & Licensing

    • Investment Advisor Representative
    • CRD/IARD Number: 153050
    • Securities Registrations: Series 7, Series 66
    • Insurance Licenses: None

  • Company Names

    • Registered Investment Advisor: Callahan Financial Planning Company
    • Broker/Dealer: TD AMERITRADE Institutional

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Disclosure(s)

    • View Statement

  • Planning Services

    • Financial Planning, Retirement, College Funding

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies

  • Investment Products

    • Mutual Funds, Securities, Commodities, REITs, Equity

  • Insurance Products

    • None
 
Contact William
 
Visit Website - http://www.callahanfp.com
Paladin Registry

Minimum Asset Requirement

  • None

Types of Clients

  • Individuals & Families
  • Businesses

Professional Services

  • Planning
  • Investment Advice
  • Money Management
  • Insurance