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Paladin Research Report For:

Reuben J. Brauer

Callahan Financial Planning Company

6500 S Quebec St Ste 300
Centennial, CO 80111
303-222-7100

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

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

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.

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