MC
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Michael Callahan

9 Years of Experience
Westminster, CO
Broker

Michael Callahan is a registered investment advisor at Cetera Investment Advisers LLC, based in Westminster, CO, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

8471 Turnpike Dr Ste 115, Westminster, CO, 80031

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Michael is an executive assistant/director of communications for FS Advisors Wealth Management, a financial services DBA, dedicating full-time hours to this role. He also works as a notary public, spending minimal time on this activity, and owns EMCEE Services LTD, an expense management company, dedicating a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
August 2020 - Present · 5 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
August 2020 - June 2023 · 2 yrs 10 mos
Charles Schwab & CO., INC.
January 2018 - January 2019 · 1 yr
Charles Schwab & CO., INC.Broker
February 2015 - January 2019 · 3 yrs 11 mos
State Registrations2 states
CACO
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.
Michael Callahan - Financial Advisor | TrueAdvisor