Financial ADVSR advisor directory · SEC adviser records
Callahan Capital Management financial advisors in Steamboat Springs, CO
Every SEC-registered investment adviser representative at a Callahan Capital Management office in Steamboat Springs, A to Z.
The short answer
3 registered advisors work at Callahan Capital Management in Steamboat Springs, out of 4 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Callahan Capital Management advisors in Steamboat Springs, A to Z
Every Callahan Capital Management advisor →- Harold W. KirschnerCertified Financial Planner
- John D. McCollumInvestment adviser rep
- David B. ShepardInvestment adviser rep
Callahan Capital Management advisors in every city and state →Callahan Capital Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Callahan Capital Management advisors in other cities
Other firms in Steamboat Springs
All Steamboat Springs advisors →Edward Jones 9Wells Fargo Clearing Services, LLC 4LPL Financial LLC 3
Questions
How many financial advisors does Callahan Capital Management have in Steamboat Springs?
3 investment adviser representatives are registered at Callahan Capital Management offices in Steamboat Springs, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Callahan Capital Management one of the largest advisor employers in Steamboat Springs?
Callahan Capital Management ranks number 3 in Steamboat Springs by registered advisors; Edward Jones has the most, with 9.
How do I check a Callahan Capital Management advisor in Steamboat Springs?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Callahan Capital Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.