Michael P. Callahan

WELLSPRING PLANNING GROUP LLC

Atlanta, GA 30345

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CRD#: 4300313

Professional summary

Michael Patrick Callahan, who also goes by Michael Patrick Callahan, M Patrick Callahan, Patrick Callahan, is a registered financial advisor currently at WELLSPRING PLANNING GROUP LLC located in Atlanta, Georgia and XCEPTION FAMILY OFFICE located in Atlanta, Georgia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Michael has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Patrick Callahan | M Patrick Callahan | Patrick 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick 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®

None

Experience

Current

July 16, 2019 - Present

WELLSPRING PLANNING GROUP LLC

Office #1: 2200 Century Parkway Ne Suite 750, Atlanta, GA 30345

RIA

CRD#: 283593

Atlanta, GA

Current

January 27, 2026 - Present

XCEPTION FAMILY OFFICE

Office #1: 2200 Century Parkway Ne Suite 750, Atlanta, GA 30345

RIA

CRD#: 338122

ATLANTA, GA

Past

October 4, 2023 - December 31, 2025

HIGHTOWER ADVISORS, LLC

RIA

CRD#: 145323

Atlanta, GA

Past

October 2, 2023 - December 31, 2025

HIGHTOWER SECURITIES, LLC

CRD#: 116681

CHICAGO, IL

Past

May 21, 2019 - January 2, 2024

TLG ADVISORS, INC.

RIA

CRD#: 111052

Atlanta, GA

Past

May 16, 2019 - December 31, 2023

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

December 22, 2017 - May 28, 2019

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

MILLEDGEVILLE, GA

Past

December 22, 2017 - May 28, 2019

M HOLDINGS SECURITIES, INC.

CRD#: 43285

MILLEDGEVILLE, GA

Past

July 25, 2014 - January 5, 2018

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

ATLANTA, GA

Past

June 13, 2014 - January 5, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

ATLANTA, GA

Past

April 30, 2012 - May 27, 2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

ATLANTA, GA

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

Georgia
(7/16/2019)

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: 6/26/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/18/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/10/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/27/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WELLSPRING PLANNING GROUP LLC

CRD#: 283593 / SEC#:

Georgia

Registered Investment Advisory firm - (6/14/2016 Approved)

Texas

Registered Investment Advisory firm - (5/25/2016 Approved)

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Contact information

Main Address

2200 Century Parkway Suite 750, Atlanta, GA 30345

Mailing Address

Phone number

(404) 924-4005

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Advisor Monitoring

Firm Stability Insights

Michael P. Callahan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Callahan's CRS (Customer Relationship Summary).

Certified licenses

Experience

XCEPTION FAMILY OFFICE

HIGHTOWER ADVISORS, LLC

HIGHTOWER SECURITIES, LLC

TLG ADVISORS, INC.

THE LEADERS GROUP, INC.

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/26/2014

Series 63

Date: 6/18/2012

SIE

Date: 10/1/2018

Series 7

Date: 1/10/2013

Series 6

Date: 4/27/2012

Current Firm

WELLSPRING PLANNING GROUP LLC

Contact information

Documents

Red Flags

Company Information

WELLSPRING PLANNING GROUP LLC

TRUST BUT VERIFY

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