MC
MC

Michael Callahan

13 Years of Experience
Milwaukee, WI
Broker

Michael Callahan is a registered investment advisor at Russell Investments, based in Milwaukee, WI, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 67,276 clients with $62B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
76 advisors
IM Fee
Planning only
Assets Under Management
$62.4B

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

833 E Michigan Street, Suite 850, Milwaukee, WI, 53202

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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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Employment History
Current Registrations
Russell Investments
June 2022 - Present · 3 yrs 11 mos
Russell Investments Financial Services, LLCBroker
June 2022 - Present · 3 yrs 11 mos
Russell Investments Financial Services, LLC
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Proshare Advisors LLC
December 2020 - May 2022 · 1 yr 5 mos
Profunds Distributors, INC.Broker
June 2020 - May 2022 · 1 yr 11 mos
T. Rowe Price Associates, INC.
February 2019 - March 2020 · 1 yr 1 mo
T. Rowe Price Advisory Services, INC.
October 2018 - March 2019 · 5 mos
T. Rowe Price Investment Services, INC.Broker
May 2018 - March 2020 · 1 yr 10 mos
Lord, Abbett & CO. LLC
April 2017 - April 2018 · 1 yr
Lord Abbett Distributor LLCBroker
September 2015 - April 2018 · 2 yrs 7 mos
Resource Securities, INC.Broker
July 2015 - August 2015 · 1 mo
Cabot Lodge Securities LLCBroker
February 2015 - July 2015 · 5 mos
Amerivest Partners, LLCBroker
July 2009 - August 2010 · 1 yr 1 mo
Amerivest Partners, LLCBroker
May 2008 - March 2009 · 10 mos
Amerivest Partners, LLCBroker
December 2007 - January 2008 · 1 mo
Amerivest Partners, LLCBroker
May 2007 - August 2007 · 3 mos
Amerivest Partners, LLCBroker
June 2006 - August 2006 · 2 mos
State Registrations8 states
CTMAMENHRIVTWAWI
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.