TS BANK
Legal name: CALLAHAN FINANCIAL PLANNING
CRD #314571 SEC #801-121322 TREYNOR, IA (800) 991-5195
SEC Registered
Total AUM
$86.3M
Discretionary
$83.6M
Employees
3
Clients
51
Accounts
320
Firm Details
- Organization Type
- Other (specify) (SID OF TS BANK (CORPORATION))
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 4
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 | 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 | DIRECTOR | NA | Control |
| BRAUER, REUBEN, J | I | DIRECTOR | NA | Control |
| BRAUER, REUBEN, J | I | DIRECTOR | NA | Control |
| BRAUER, REUBEN, J | I | DIRECTOR | NA | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT | NA | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT | NA | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT | NA | Control |
| CALLAHAN, WILLIAM, ALAN | I | PRESIDENT | 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 | OPERATIONS OFFICER | NA | Control |
| CERVEN, ALLISON, NICOLE | I | OPERATIONS OFFICER | NA | Control |
| CERVEN, ALLISON, NICOLE | I | OPERATIONS OFFICER | NA | Control |
| CERVEN, ALLISON, NICOLE | I | OPERATIONS OFFICER | NA | Control |
| FORRISTALL, KEVIN, EDWIN | I | DIRECTOR | NA | Control |
| FORRISTALL, KEVIN, EDWIN | I | DIRECTOR | NA | Control |
| FORRISTALL, KEVIN, EDWIN | I | DIRECTOR | NA | Control |
| FORRISTALL, KEVIN, EDWIN | I | DIRECTOR | NA | Control |
| FORRISTALL, KEVIN, EDWIN | I | PRESIDENT | NA | Control |
| FORRISTALL, KEVIN, EDWIN | I | PRESIDENT | NA | Control |
| FORRISTALL, KEVIN, EDWIN | I | PRESIDENT | NA | Control |
| FORRISTALL, KEVIN, EDWIN | I | PRESIDENT | NA | Control |
| FORRISTALL, KEVIN, EDWIN | I | PRESIDENT | NA | Control |
| FORRISTALL, KEVIN, EDWIN | I | PRESIDENT | NA | Control |
| FORRISTALL, KEVIN, EDWIN | I | PRESIDENT | NA | Control |
| FORRISTALL, KEVIN, EDWIN | I | PRESIDENT | NA | Control |
| FORRISTALL, KEVIN, EDWIN | I | PRESIDENT | NA | Control |
| FORRISTALL, KEVIN, EDWIN | I | PRESIDENT | NA | Control |
| FORRISTALL, KEVIN, EDWIN | I | PRESIDENT | NA | Control |
| MYERS, JAY, NELSEN | I | INVESTMENT OFFICER, COMPLIANCE OFFICER, VICE PRESIDENT | NA | Control |
| MYERS, JAY, NELSEN | I | INVESTMENT OFFICER, COMPLIANCE OFFICER, VICE PRESIDENT | NA | Control |
| MYERS, JAY, NELSEN | I | INVESTMENT OFFICER, COMPLIANCE OFFICER, VICE PRESIDENT | NA | Control |
| MYERS, JAY, NELSEN | I | INVESTMENT OFFICER, COMPLIANCE OFFICER, VICE PRESIDENT | NA | Control |
| MYERS, JAY, NELSEN | I | INVESTMENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, JAY, NELSEN | I | INVESTMENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, JAY, NELSEN | I | INVESTMENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, JAY, NELSEN | I | INVESTMENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, JAY, NELSEN | I | INVESTMENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, JAY, NELSEN | I | INVESTMENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, JAY, NELSEN | I | INVESTMENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, JAY, NELSEN | I | INVESTMENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, JAY, NELSEN | I | INVESTMENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, JAY, NELSEN | I | INVESTMENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, JAY, NELSEN | I | INVESTMENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| WERNER, BRETT, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WERNER, BRETT, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WERNER, BRETT, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WERNER, BRETT, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WERNER, BRETT, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WERNER, BRETT, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WERNER, BRETT, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WERNER, BRETT, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WERNER, BRETT, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WERNER, BRETT, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WERNER, BRETT, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WERNER, BRETT, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WERNER, BRETT, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WERNER, BRETT, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WERNER, BRETT, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TREYNOR BANCSHARES, INC. | DE | BANK HOLDING COMPANY | E | Control |
| TREYNOR BANCSHARES, INC. | DE | BANK HOLDING COMPANY | E | Control |
| TREYNOR BANCSHARES, INC. | DE | BANK HOLDING COMPANY | E | Control |
| TREYNOR BANCSHARES, INC. | DE | BANK HOLDING COMPANY | E | Control |
| TREYNOR BANCSHARES, INC. | DE | BANK HOLDING COMPANY | E | Control |
| TREYNOR BANCSHARES, INC. | DE | BANK HOLDING COMPANY | E | Control |
| TREYNOR BANCSHARES, INC. | DE | BANK HOLDING COMPANY | E | Control |
| TREYNOR BANCSHARES, INC. | DE | BANK HOLDING COMPANY | E | Control |
| TREYNOR BANCSHARES, INC. | DE | BANK HOLDING COMPANY | E | Control |
| TREYNOR BANCSHARES, INC. | DE | BANK HOLDING COMPANY | E | Control |
| TREYNOR BANCSHARES, INC. | DE | BANK HOLDING COMPANY | E | Control |
| TREYNOR BANCSHARES, INC. | DE | BANK HOLDING COMPANY | E | Control |
| TREYNOR BANCSHARES, INC. | DE | BANK HOLDING COMPANY | E | Control |
| TREYNOR BANCSHARES, INC. | DE | BANK HOLDING COMPANY | E | Control |
| TREYNOR BANCSHARES, INC. | DE | BANK HOLDING COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | DE | TREYNOR BANCSHARES, INC. | E | Control |
| HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | DE | TREYNOR BANCSHARES, INC. | E | Control |
| HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | DE | TREYNOR BANCSHARES, INC. | E | Control |
| HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | DE | TREYNOR BANCSHARES, INC. | E | Control |
| HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | DE | TREYNOR BANCSHARES, INC. | E | Control |
| HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | DE | TREYNOR BANCSHARES, INC. | E | Control |
| HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | DE | TREYNOR BANCSHARES, INC. | E | Control |
| HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | DE | TREYNOR BANCSHARES, INC. | E | Control |
| HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | DE | TREYNOR BANCSHARES, INC. | E | Control |
| HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | DE | TREYNOR BANCSHARES, INC. | E | Control |
| HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | DE | TREYNOR BANCSHARES, INC. | E | Control |
| HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | DE | TREYNOR BANCSHARES, INC. | E | Control |
| HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | DE | TREYNOR BANCSHARES, INC. | E | Control |
| HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | DE | TREYNOR BANCSHARES, INC. | E | Control |
| GUTTAU, JOSH, MICHAEL | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU, JOSH, MICHAEL | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU, JOSH, MICHAEL | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU, JOSH, MICHAEL | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU, JOSH, MICHAEL | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU, JOSH, MICHAEL | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU, JOSH, MICHAEL | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU, JOSH, MICHAEL | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU, JOSH, MICHAEL | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU, JOSH, MICHAEL | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU, JOSH, MICHAEL | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU, JOSH, MICHAEL | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU, JOSH, MICHAEL | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU, JOSH, MICHAEL | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU-FOX, HEIDI, ANN | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU-FOX, HEIDI, ANN | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU-FOX, HEIDI, ANN | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU-FOX, HEIDI, ANN | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU-FOX, HEIDI, ANN | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU-FOX, HEIDI, ANN | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU-FOX, HEIDI, ANN | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU-FOX, HEIDI, ANN | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU-FOX, HEIDI, ANN | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU-FOX, HEIDI, ANN | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU-FOX, HEIDI, ANN | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU-FOX, HEIDI, ANN | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU-FOX, HEIDI, ANN | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
| GUTTAU-FOX, HEIDI, ANN | I | HEIDI GUTTAU-FOX & JOSHUA GUTTAU IRREVOCABLE LIVING TRUST | D | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (9)
CA CO FL IA IL ND NE TX WI
Address
15 E MAIN ST.TREYNOR, IA 51575
United States
Phone: (800) 991-5195