Investment adviser · CRD 153050

CALLAHAN FINANCIAL PLANNING COMPANY

Investment adviser filing (IA)

OMAHA, NE, United States · Form ADV filed Jul 26, 2021

Employees
9
Reported in this filing
Advisory professionals
5
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 26, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

3157 FARNAM STREET SUITE 7111
OMAHA, NE, 68131, United States

CRD 153050

Filing source

Form ADV 1550897 · Jul 26, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.