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Michael Callanan

Advisor at Cetera

Updated today
Cetera logo

Firm

Cetera

Location

Plymouth, MN 55447

Credentials

CFP®, Series 63, Series 65

Industry experience

9 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Fixed fees reported in SEC Form ADV Part 1 but not detailed in brochure excerpt.

Project-based

Hourly charges reported in SEC Form ADV Part 1 but not detailed in brochure excerpt.

Other

Account minimum: Varies by program; generally ranges from $5,000 to $250,000 depending on the program. Specific minimums include: $25,000 for Preferred Asset Management, Prime Portfolio Services, Premier Portfolio Management, Managed Wealth ADVANTAGE, and Mutual Fund/ETF Advisory Program; $15,000 for Spectrum Advisor; $10,000 minimum per model for Freedom; no minimum for Portfolio Solutions II; $7,000 for Advisor and Advisor II Programs; $25,000 for Guided Program; $100,000 for Manager Program; $5,000 for Select and Unified Programs (with many models requiring higher minimums); $100,000 to $250,000 for xMA Next Generation Managed Account Program depending on asset types.

Work history

Cetera Investment Advisers LLC

2025 - Present (1 year)

Cetera Wealth Services, LLC

2025 - Present (1 year)

Truplan Financial Advisors

2025 - Present (1 year)

Avantax Insurance Agency and/or Avantax Insurance Services

2024 - 2025 (1 year)

Avantax Advisory Services

2017 - 2025 (8 years)

MRK Financial Solutions

2016 - Present (10 years)

Avantax Investment Services, Inc.

2016 - 2025 (9 years)

Avantax Insurance Agency, LLC

2016 - 2025 (9 years)

Foresters Financial Services

2016 - 2016 (1 year)

Sexton Dining Center

2012 - 2016 (4 years)

Disclosures

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

Business activities & affiliations

Jose A

CFP®

Amery, WI

Harvest Horizon Wealth Strategies

Jose Alvarez is the founding advisor at Harvest Horizon Wealth Strategies, a fiduciary, fee‑only Registered Investment Adviser proudly veteran‑owned and based in Amery, Wisconsin. Born and raised in Wisconsin, Jose served ten years in the U.S. Army as a paratrooper and infantryman, including multiple combat deployments. In 2025, he founded the firm to break away from the brokerage world and bring structure, independence, and real-life discipline to his client's financial planning needs and lives. Harvest Horizon Wealth is structured to work with people of many different wealth backgrounds. From those who've built a very high level of net worth to those inheriting that wealth. From those who are still building their wealth to those who are expanding or starting to plan their exit from their business. Harvest Horizon Wealth Strategies strategically tailors its service - and cost - to account for the life stage, complexity, needs, and expectations of its clients. Outside of service, Jose is a husband, father, and beef rancher- rooted in Midwestern values and community. His approach combines military leadership, financial expertise, and a deep, down-to-earth connection with business, land, and legacy planning. Jose works closely with family wealth holders, wealth accumulators, ag-related business owners, and municipal reps to design customized plans that prioritize clarity today and prosperity tomorrow.

Wealth management Business ownership considerations Business Financial Management Founder/Business Owner Executive Gen X (Born 1965-1980)

Theresa T

Series 66

Amery, WI

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Ryan C

Series 66

Amery, WI

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner

Eric M

Series 66

Amery, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Inheritance planning General retirement planning
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Paul K

Series 66

New Richmond, WI

T/R Financial Management Group, Llc

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Brock C

Series 63, Series 66

Saint Croix Falls, WI

Principal Financial Services

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