David James Callanan
Amministratore Delegato presso AE Wealth Management LLC
Profilo
Mr. David J.
Callanan is a Chief Executive Officer at AE Wealth Management LLC.
Mr. Callanan was previously employed as a Co-Founder by Advisors Excel LLC and a Principal by Personalized Brokerage Services, Inc.
He earned a Bachelor of Arts degree in management and marketing from Washburn University in 1998 and entered the financial services industry the following year.
Posizioni attive di David James Callanan
| Società | Posizione | Inizio |
|---|---|---|
AE Wealth Management LLC
 AE Wealth Management LLC Investment ManagersFinance AE Wealth Management LLC (AEWM) is a SEC-registered investment advisor headquartered in Topeka, Kansas. The firm was founded by David Callanan in 2016 and principally owned by DDC Holdings LLC. AEWM provides investment advice to individuals and high net-worth individuals; trusts, estates, or charitable organizations; retirement and profit-sharing plans; and corporations or other business entities. | Amministratore Delegato | 17/02/2016 |
Precedenti posizioni note di David James Callanan
| Società | Posizione | Fine |
|---|---|---|
| Personalized Brokerage Services, Inc. | Corporate Officer/Principal | 01/01/2004 |
Advisors Excel LLC
 Advisors Excel LLC Insurance Brokers/ServicesFinance Advisors Excel LLC provides insurance marketing services. It provides access to proprietary products, unparalleled training, proven marketing and lead generation support. The company was founded in 2005 by Cody Foster, David Callanan and Derek Thompson and is headquartered in Topeka, KS. | Fondatore | - |
Formazione di David James Callanan
| Washburn University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
| Personalized Brokerage Services, Inc. | |
Advisors Excel LLC
Advisors Excel LLC Insurance Brokers/ServicesFinance Advisors Excel LLC provides insurance marketing services. It provides access to proprietary products, unparalleled training, proven marketing and lead generation support. The company was founded in 2005 by Cody Foster, David Callanan and Derek Thompson and is headquartered in Topeka, KS. | Finance |
AE Wealth Management LLC
AE Wealth Management LLC Investment ManagersFinance AE Wealth Management LLC (AEWM) is a SEC-registered investment advisor headquartered in Topeka, Kansas. The firm was founded by David Callanan in 2016 and principally owned by DDC Holdings LLC. AEWM provides investment advice to individuals and high net-worth individuals; trusts, estates, or charitable organizations; retirement and profit-sharing plans; and corporations or other business entities. | Finance |
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