Reuben J. Brauer

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About Reuben J. Brauer

The greatest inspirations in my life are my faith, wife, and three boys. My goal with each day is to be a positive example of character and service to them and others in all that I do.

A lack of clarity can derail even the best-laid plans. I believe that from clarity, comes wisdom, and from wisdom comes action. Guiding people along their financial journey and providing the clarity they need to take action gives me a great sense of pride and fulfillment.

This is where I find so much beauty in the financial planning profession. It creates opportunities to develop deep relationships where I can help others work towards the most important goals in their life.

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

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Paladin Research Report For:

Callahan Financial Planning Company