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Reuben + J. Brauer - Financial Advisor in Centennial, CO

Paladin Research Report For:

Reuben J. Brauer

Callahan Financial Planning Company

CFP®
6500 S Quebec St Ste 300
Centennial, CO 80111
303-222-7100
Visit Website
https://callahanplanning.com/

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
  • 5-9
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
  • 14
Number of Years with Current Firm
  • 12
Work with the following types of clients
  • Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided
  • Investment Advice & Management, Financial Planning, Tax Advice and Services

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
  • Flat Fee, Based on Assets, Hourly

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

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.

BASIC INFORMATION NEEDED FOR THE INQUIRY

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Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

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