CALLAHAN FINANCIAL PLANNING COMPANY
CRD #153050 SEC #801-111701 OMAHA, NE (402) 341-2000
SEC Registered
Total AUM
$224.9M
Discretionary
$222.4M
Employees
7
Clients
101
Accounts
756
Firm Details
- Organization Type
- Corporation
- State of Formation
- Nebraska
- Fiscal Year End
- JUNE
- Registration Date
- --
- Latest Filing
- Apr 30, 2021
- Branch Offices
- 11
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRAUER, REUBEN, J | I | SENIOR FINANCIAL PLANNER | NA | Control |
| BRAUER, REUBEN, J | I | SENIOR FINANCIAL PLANNER | NA | Control |
| BRAUER, REUBEN, J | I | SENIOR FINANCIAL PLANNER | NA | Control |
| BRAUER, REUBEN, J | I | SENIOR FINANCIAL PLANNER | NA | Control |
| BRAUER, REUBEN, J | I | SENIOR FINANCIAL PLANNER | NA | Control |
| BRAUER, REUBEN, J | I | SENIOR FINANCIAL PLANNER | NA | Control |
| BRAUER, REUBEN, J | I | VICE PRESIDENT, FINANCIAL PLANNING | NA | Control |
| BRAUER, REUBEN, J | I | SENIOR FINANCIAL PLANNER | NA | Control |
| BRAUER, REUBEN, J | I | VICE PRESIDENT, FINANCIAL PLANNING | NA | Control |
| BRAUER, REUBEN, J | I | VICE PRESIDENT, FINANCIAL PLANNING | NA | Control |
| BRAUER, REUBEN, J | I | SENIOR FINANCIAL PLANNER | NA | Control |
| BRAUER, REUBEN, J | I | SENIOR FINANCIAL PLANNER | NA | Control |
| BRAUER, REUBEN, J | I | SENIOR FINANCIAL PLANNER | NA | Control |
| BRAUER, REUBEN, J | I | VICE PRESIDENT, FINANCIAL PLANNING | NA | Control |
| BRAUER, REUBEN, J | I | VICE PRESIDENT, FINANCIAL PLANNING | NA | Control |
| BRAUER, REUBEN, J | I | VICE PRESIDENT, FINANCIAL PLANNING | NA | Control |
| BRAUER, REUBEN, J | I | VICE PRESIDENT, FINANCIAL PLANNING | NA | Control |
| BRAUER, REUBEN, J | I | VICE PRESIDENT, FINANCIAL PLANNING | NA | Control |
| BRAUER, REUBEN, J | I | VICE PRESIDENT, FINANCIAL PLANNING | NA | Control |
| BRAUER, REUBEN, J | I | VICE PRESIDENT, FINANCIAL PLANNING | NA | Control |
| CERVEN, ALLISON, NICOLE | I | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER | NA | Control |
| CERVEN, ALLISON, NICOLE | I | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER | NA | Control |
| CERVEN, ALLISON, NICOLE | I | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER | NA | Control |
| CERVEN, ALLISON, NICOLE | I | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER | NA | Control |
| CERVEN, ALLISON, NICOLE | I | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER | NA | Control |
| CERVEN, ALLISON, NICOLE | I | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER | NA | Control |
| CERVEN, ALLISON, NICOLE | I | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER | NA | Control |
| CERVEN, ALLISON, NICOLE | I | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER | NA | Control |
| CERVEN, ALLISON, NICOLE | I | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER | NA | Control |
| CERVEN, ALLISON, NICOLE | I | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER | NA | Control |
| CERVEN, ALLISON, NICOLE | I | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER | NA | Control |
| CERVEN, ALLISON, NICOLE | I | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER | NA | Control |
| CERVEN, ALLISON, NICOLE | I | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER | NA | Control |
| CERVEN, ALLISON, NICOLE | I | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER | NA | Control |
| CERVEN, ALLISON, NICOLE | I | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER | NA | Control |
| CERVEN, ALLISON, NICOLE | I | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER | NA | Control |
| CERVEN, ALLISON, NICOLE | I | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER | NA | Control |
| CERVEN, ALLISON, NICOLE | I | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER | NA | Control |
| CERVEN, ALLISON, NICOLE | I | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER | NA | Control |
| CERVEN, ALLISON, NICOLE | I | CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER | NA | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
Registrations
Federal
IA
Apr 30, 2021 REGISTERED
Notice Filings (6)
CA CO IA NE OK TX
Address
3157 FARNAM STREET SUITE 7111OMAHA, NE 68131
United States
Phone: (402) 341-2000