ReubenJ. Brauer- Financial Advisor Centennial, CO

Home > Financial Advisor Directory > colorado > centennial

About Reuben J. Brauer

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.

See Disclosures

General Information

Firm Start Year

2010

No. of Employees

CRD#

5887664

Firm CRD#

314571

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

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Advisory Services Provided

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

Compliance

Registered Investment Advisor

Acknowledged fiduciary

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 65, Series 66

Firm Information

Firm's Number of Clients

Assets Managed by Firm

$230 million

Advisor's Number of Clients

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, Flat Fee, Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1888420/paladinregistry-Callahan-Financial-Planning-Company-detailed-disclosure.html

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.

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Reuben J. Brauer

Callahan Financial Planning Company