Advisor at Callahan Wealth Advisory
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Firm
Callahan Wealth Advisory
Location
Orlando, FL
Credentials
Series 63, Series 65
Industry experience
34 years
Colin Callahan is a financial advisor at Callahan Wealth Advisory with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services for 12 years before founding his current firm. Outside of his advisory work, he is an author self-publishing a series of children’s books sold online. Callahan Wealth Advisory serves individuals, trusts, retirement plans, and business entities, managing approximately $327 million in assets primarily on a discretionary basis. The firm offers comprehensive portfolio management through a wrap fee program and retirement plan consulting, employing asset allocation, fundamental and quantitative analysis, and occasionally using margin borrowing and derivatives in client portfolios.
Based on Callahan Wealth Advisory
Orlando, FL
Florida · Texas
Callahan Wealth Advisory, LLC
2021 - Present (5 years)
Ameriprise Financial Services, Inc.
2009 - 2021 (12 years)
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