Callahan Financial Planning

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Callahan Financial Planning — overview

About

Callahan Financial Planning was a wealth manager and registered investment adviser based in Omaha, Nebraska. It provided investment advisory services to its clients on a discretionary and non-discretionary basis. Its services included financial planning, investment management, portfolio management, tax planning, estate planning, legacy planning, and retirement planning. The wealth manager advised individuals, families, estates, trusts, foundations, endowments, charitable organizations, and corporations. In April 2021, Callahan Financial Planning Company finalized an agreement to merge its operations with TS Bank. It is now providing all investment advisory services as a separately identifiable division of TS Bank.

Callahan Financial Planning - known decision makers (4)

Position	Location	Asset Class
President	Treynor, US	GEN
Chief Investment Officer	Treynor, US	GEN
Investment & Compliance Officer	Treynor, US	GEN
Financial Planner	Treynor, US	GEN

Showing 4 of 4 known decision makers Callahan Financial Planning

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