Harold W. Kirschner

CALLAHAN CAPITAL MANAGEMENT

Centennial, CO 80112

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CRD#: 4566673

Professional summary

Harold Walter Kirschner, CFP® is a registered financial advisor currently at CALLAHAN CAPITAL MANAGEMENT located in Centennial, Colorado.

Harold is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Harold has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Harold Walter Kirschner's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

January 20, 2023 - Present

CALLAHAN CAPITAL MANAGEMENT

Office #1: 9110 East Nichols Ave. #122, Centennial, CO 80112

RIA

CRD#: 110568

Centennial, CO

Past

January 6, 2004 - January 3, 2023

SHARKEY HOWES & JAVER INC

RIA

CRD#: 106050

DENVER, CO

Past

January 1, 1999 - December 15, 2003

INTEGRATED CONCEPTS INC

RIA

CRD#: 106589

LAKEWOOD, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CALLAHAN CAPITAL MANAGEMENT

CALLAHAN CAPITAL MANAGEMENT | CALLAHAN CAPITAL MANAGEMENT INC

CRD#: 110568 / SEC#: 801-110441

RIA

Registered Investment Advisory firm - (4/17/2017 Approved)

Arizona

Registered Investment Advisory firm - (5/11/2017 Terminated)

California

Registered Investment Advisory firm - (6/10/2017 Terminated)

Colorado

Registered Investment Advisory firm - (5/12/2017 Terminated)

Texas

Registered Investment Advisory firm - (5/11/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(1/20/2023)

IAR

Texas
(3/20/2025)

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: 4/6/2000

Uniform Investment Adviser Law Examination

Current Firm

CALLAHAN CAPITAL MANAGEMENT

CALLAHAN CAPITAL MANAGEMENT | CALLAHAN CAPITAL MANAGEMENT INC

CRD#: 110568 / SEC#: 801-110441

RIA

Registered Investment Advisory firm - (4/17/2017 Approved)

Arizona

Registered Investment Advisory firm - (5/11/2017 Terminated)

California

Registered Investment Advisory firm - (6/10/2017 Terminated)

Colorado

Registered Investment Advisory firm - (5/12/2017 Terminated)

Texas

Registered Investment Advisory firm - (5/11/2017 Terminated)

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Contact information

Main Address

1169 Hilltop Pkwy 106a, Steamboat Springs, CO 80487-2523

Mailing Address

Phone number

(970) 870-8750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,441
AUM (Assets Under Management)	$ 193,891,599

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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Harold W. Kirschner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Harold Walter Kirschner's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALLAHAN CAPITAL MANAGEMENT

SHARKEY HOWES & JAVER INC

INTEGRATED CONCEPTS INC

Primary Firm SEC Registration

CALLAHAN CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 4/6/2000

Current Firm

CALLAHAN CAPITAL MANAGEMENT

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CALLAHAN CAPITAL MANAGEMENT

TRUST BUT VERIFY

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