David James Callanan
Chief Executive Officer at AE Wealth Management LLC
David James Callanan active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Chief Executive Officer | 2016-02-16 | - |
Founder | 2016-02-16 | - |
Career history of David James Callanan
Former positions of David James Callanan
Companies | Position | Start | End |
---|---|---|---|
Personalized Brokerage Services, Inc. | Corporate Officer/Principal | - | 2003-12-31 |
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. | Founder | 2004-12-31 | - |
Training of David James Callanan
Washburn University | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Founder | 2 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
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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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