Craig Thomas Callahan

Icon Advisers, INC.

44 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment Management

Icon Advisers, INC.

Compensation

Fee-Only (AUM)

Firm Size

2 advisors

Number of Clients

341 clients

Average Client Portfolio

$2.3M average

Assets Under Management

$793.6M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

8480 East Orchard Road, Suite 1200, Greenwood Village, CO, 80111

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

December 1998

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Craig is an employee of ICON Advisers, Inc., a registered investment adviser. He is also a registered representative of RFS Partners, a broker-dealer.

Employment History

Current Registrations

Rfs PartnersBroker

September 2020 - Present · 5 yrs 5 mos

Icon Advisers, INC.

July 2002 - Present · 23 yrs 7 mos

Previous Registrations

Icon Distributors, INC.Broker

September 1991 - September 2020 · 29 yrs

Intercap Financial CorporationBroker

October 1988 - November 1990 · 2 yrs 1 mo

Intercap Financial CorporationBroker

March 1985 - November 1990 · 5 yrs 8 mos

Chesley and Dunn, INC.Broker

June 1984 - December 1984 · 6 mos

First Financial Securities, INC.Broker

October 1979 - June 1984 · 4 yrs 8 mos

State Registrations3 states

COFLTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.