Advisor at Independent Financial partners
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Firm
Independent Financial partners
Location
Manistee, MI 49660
Credentials
Series 63, Series 65
Industry experience
33 years
Nicholas Callesen is a financial advisor with Independent Financial Partners who holds the Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Independent Financial Partners since 2014 and previously spent 10 years with LPL Financial. Outside of his advisory work, he serves as treasurer for Tiny Developers, a nonprofit that develops tiny homes for the homeless, and is a board member of The Callesen Foundation, a family charitable organization. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement plan services through a network of approximately 261 independent advisors nationwide. The firm supports a decentralized advisory model, allowing advisors to set individual investment strategies while providing clients options for centralized asset management and specialized retirement-plan consulting services.
Based on Independent Financial partners
Financial planning services often charged as flat fees, negotiated based on service scope and complexity
$0+: Negotiated; may be tiered with breakpoints set by individual IARs up to 2.0% max $0+: Up to 2.5% max with Third Party Asset Managers (TPAMs) included
Offered through affiliated broker-dealer; commissions charged on brokerage transactions separate from advisory fees
Financial planning and consulting services may be charged on an hourly basis, fees negotiated per engagement
Minimum fee: Minimum fees vary by IAR; some IARs may charge flat fees regardless of account size Fee-only: Financial planning fees charged as flat fees, negotiated per client and service complexity
331 First Street, Po Box 396
Manistee, MI 49660
Michigan
IFP Securities, LLC
2019 - Present (7 years)
Independent Financial Partners
2014 - Present (12 years)
LPL FInancial, LLC
2009 - 2019 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Manistee, MI
Independent Financial partners
Series 65
Manistee, MI
Independent Financial partners
Series 65
Manistee, MI
Independent Financial partners
CFP®, Series 63, Series 65, Series 66
Manistee, MI
LPL Financial
Series 66
Manistee, MI
LPL Financial
Series 66
Manistee, MI
LPL Financial
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