Shane Callahan (CRD# 2973995) is an Investment Advisor Representative working at Future Capital Management in Castle Rock, CO and has over 18 years of experience in the finance industry. Shane Callahan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Future Capital Management | Castle Rock, CO | May 2024 - Current | < 1 |
Sigma Planning Corporation | Ann Arbor, MI | Jun 2019 - May 2024 | 4 |
Parsonex Advisory Services, Inc. | Englewood, CO | Jan 2018 - May 2019 | 1 |
Unemployed | Greenwood Village, CO | Oct 2017 - Jan 2018 | < 1 |
United Health Care | Minnetonka, MN | Jan 2017 - Oct 2017 | < 1 |
Unemployed | Greenwood Village, CO | Oct 2016 - Jan 2017 | < 1 |
Teksystems | Lone Tree, CO | Oct 2014 - Oct 2016 | 2 |
Unemployed | Greenwood Village, CO | Jul 2014 - Oct 2014 | < 1 |
Newmont Mining | Greenwood Village, CO | Jun 2012 - Jul 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- CO
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Total Assets Under Management23MILLIONS
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Total Number of Accounts232ACCOUNTS
-
Average Account Value$97,969
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, MO, TX
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