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CALLAHAN FINANCIAL PLANNING

TREYNOR, IA · CRD 314571 · IAPD ↗ · callahanfp.com · (800) 991-5195

$86.3MRegulatory AUM
3Advisory reps
3Employees
87Clients
51-100Planning clients
0Private funds
3States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2025 — CALLAHAN FINANCIAL PLANNING (TREYNOR, IA) left the SEC roster (was $86.3M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2025 — CALLAHAN FINANCIAL PLANNING moved its main office from COUNCIL BLUFFS, IA to TREYNOR, IA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2025 — CALLAHAN FINANCIAL PLANNING shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
January 2025 — CALLAHAN FINANCIAL PLANNING moved its main office from OMAHA, NE to COUNCIL BLUFFS, IA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
November 2024 — CALLAHAN FINANCIAL PLANNING reported RAUM down 60% ($248.3M -> $100.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
November 2024 — CALLAHAN FINANCIAL PLANNING's Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
April 2024 — CALLAHAN FINANCIAL PLANNING shrank from 9 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.