Shane B. Callahan

FUTURE CAPITAL MANAGEMENT

Castle Rock, CO 80104

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CRD#: 2973995

Professional summary

Shane Brian Callahan, AIF®, CFP®, who also goes by Shane B Callahan, Shane Callahan, is a registered financial advisor currently at FUTURE CAPITAL MANAGEMENT INC. located in Castle Rock, Colorado.

Shane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Shane has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shane B Callahan | Shane Callahan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) ENDURANCE WEALTH PLANNING LLC; INVESTMENT RELATED; 10700 STONINGTON ST., HIGHLANDS RANCH, CO 80126; DBA NAME FOR INCOME RELATED TO INSURANCE PRODUCTION ACTIVITIES; MANAGING MEMBER; 12/2022; APPROX. 140 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INSURANCE PRODUCER FOR VARIOUS INSURANCE COMPANIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane Brian Callahan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

May 31, 2024 - Present

FUTURE CAPITAL MANAGEMENT INC.

Office #1: 115 Wilcox Street Suite 220, Castle Rock, CO 80104

RIA

CRD#: 324378

Castle Rock, CO

Past

June 3, 2019 - May 31, 2024

SPC

RIA

CRD#: 110692

Highlands Ranch, CO

Past

January 24, 2018 - June 3, 2019

PARSONEX ADVISORY SERVICES, INC.

RIA

CRD#: 160275

Englewood, CO

Past

December 21, 2005 - July 8, 2008

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

DENVER, CO

Past

February 25, 2005 - July 8, 2008

EQUITABLE ADVISORS, LLC

CRD#: 6627

DENVER, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(5/31/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/24/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/28/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 2/24/2005

General Securities Representative Examination

Current Firm

FUTURE CAPITAL MANAGEMENT INC.

CRD#: 324378 / SEC#:

Colorado

Registered Investment Advisory firm - (2/27/2023 Approved)

Florida

Registered Investment Advisory firm - (9/10/2024 Approved)

Kansas

Registered Investment Advisory firm - (8/2/2024 Approved)

Missouri

Registered Investment Advisory firm - (2/28/2023 Approved)

Nebraska

Registered Investment Advisory firm - (6/28/2024 Approved)

Texas

Registered Investment Advisory firm - (3/7/2023 Approved)

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Contact information

Main Address

115 Wilcox Street Suite 220, Castle Rock, CO 80104

Mailing Address

Phone number

(720) 927-3100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	420
AUM (Assets Under Management)	$ 60,488,823

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Shane B. Callahan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane Brian Callahan's CRS (Customer Relationship Summary).

Certified licenses

Experience

FUTURE CAPITAL MANAGEMENT INC.

SPC

PARSONEX ADVISORY SERVICES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/24/2018

Series 66

Date: 10/28/2005

Series 7

Date: 2/24/2005

Current Firm

FUTURE CAPITAL MANAGEMENT INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FUTURE CAPITAL MANAGEMENT INC.

TRUST BUT VERIFY

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