CC
CFP
CC
CFP

Corey Callahan

18 Years of Experience
Dayton, OH
Broker

Corey Callahan is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Dayton, OH, with 18 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

7495 Paragon Rd, #A, Dayton, OH, 45459

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Corey is a board member of 2940 At The Square, LLC, a community improvement HOA, since 2020. Corey spends minimal time attending meetings to discuss community improvement decisions.

Employment History
Current Registrations
Wells Fargo Advisors
November 2008 - Present · 17 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2008 - Present · 17 yrs 7 mos
Previous Registrations
Mfs Fund Distributors, INC.Broker
August 2007 - March 2008 · 7 mos
State Registrations39 states
AKALAZCACOCTDEFLGAIAILINKSKYMAMDMIMNMOMSNCNJNMNVNYOHORPARISCSDTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Corey Callahan - Financial Advisor | TrueAdvisor