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David James Callanan
Amministratore Delegato presso AE Wealth Management LLC
Posizioni attive di David James Callanan
Società | Posizione | Inizio | Fine |
---|---|---|---|
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 | - |
Fondatore | 17/02/2016 | - |
Storia della carriera di David James Callanan
Precedenti posizioni note di David James Callanan
Società | Posizione | Inizio | 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 | 01/01/2005 | - |
Formazione di David James Callanan
Washburn University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Founder | 2 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Settori
Finance | 3 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
---|---|
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 |
Personalized Brokerage Services, Inc. | |
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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