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John Mc Collum

Advisor at Callahan Capital Management

Updated today
Callahan Capital Management logo

Firm

Callahan Capital Management

Location

Steamboat Springs, CO 80487-2523

Credentials

Series 65

Industry experience

8 years

About

John Mc Collum is a Series 65-credentialed financial advisor at Callahan Capital Management in Steamboat Springs, Colorado, with eight years of industry experience. He has been with Callahan Capital Management since 2014. Callahan Capital Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, corporations, and charitable foundations. The firm emphasizes strategic asset allocation and long-term holdings across various investment types and incorporates financial planning and retirement services into its advisory relationships.

Client services

Based on Callahan Capital Management

Financial planning Portfolio management

Expertise

Based on Callahan Capital Management

Wealth management ESG / Sustainable investing

Fee options

Percentage

1.00% annually maximum, negotiable and may be waived or varied

Location

1169 Hilltop Pkwy, 106 A

Steamboat Springs, CO 80487-2523

Most active in

Colorado

Work history

Callahan Capital Management

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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