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David James Callanan
Amministratore Delegato presso AE Wealth Management LLC
Provenienza dei contatti di primo grado di David James Callanan
Entità | Tipo di entità | Settore Industriale | |
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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.
3
| Subsidiary | Investment Managers | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a David James Callanan tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Invesco Capital Management LLC
![]() Invesco Capital Management LLC Investment ManagersFinance Invesco Capital Management LLC (ICM) is a SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded in 2003 and was formerly known Invesco PowerShares Capital Management LLC. They are a direct subsidiary of Invesco Group Services, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ICM serves as the investment adviser to the exchange-traded funds. | Investment Managers | Portfolio Manager-Equities | |
US Military Academy | College/University | Undergraduate Degree | |
Webster University | College/University | Masters Business Admin | |
HARTFORD FINANCIAL SERVICES GROUP (THE), INC. | Multi-Line Insurance | Corporate Officer/Principal | |
ProFund Advisors LLC
![]() ProFund Advisors LLC Investment ManagersFinance ProFund Advisors LLC is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Bethesda, Maryland. The firm was founded by Louis Mayberg and Michael Sapir in 1997. They provide a diverse lineup of mutual funds that offer trading flexibility to all shareholders. | Investment Managers | Trading-Equity | |
CreativeOne Wealth LLC
![]() CreativeOne Wealth LLC Investment ManagersFinance CreativeOne Wealth LLC is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded by Cory Lagerstrom in 2015 as Change Path LLC and legally changed its name to CreativeOne Wealth LLC in 2022. They are primarily owned by CM2 Holding Co., Inc. CreativeOne Wealth mainly provides advisory services to individuals, high-net-worth individuals, and third-party investment advisers through their sub-advisory services. | Investment Managers | Compliance Officer | |
University of Kansas School of Law | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 10 |
Settori
Finance | 7 |
Consumer Services | 4 |
Posizioni
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 2 |
Masters Business Admin | 1 |
Trading-Equity | 1 |
Contatti più connessi
Insiders | |
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Tom Siomades | 8 |
JP Rankin | 3 |
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