Michael Callanan
Michael Callanan is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Plymouth, MN, 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
Firm Size
IM Fee
Assets Under Management
Location
3300 Fernbrook Ln N, Plymouth, MN, 55447
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael works as a financial advisor/financial planner for MRK Financial Solutions, Inc. full-time and dedicates about half of his time to TruPlan Financial Planners. He also sells fixed indexed annuities and life insurance, dedicating a few hours per week to each.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Foresters Financial Services, INC.Broker
State Registrations3 states
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