Michael C. Callahan

RUSSELL INVESTMENTS

Milwaukee, WI 53202

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CRD#: 5166692

Professional summary

Michael Connor Callahan, who also goes by Connor Callahan, is a registered financial advisor currently at RUSSELL INVESTMENTS located in Milwaukee, Wisconsin and RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC located in Milwaukee, Wisconsin.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Michael has worked at 12 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Connor 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 Connor Callahan'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®

None

Experience

Current

June 6, 2022 - Present

RUSSELL INVESTMENTS

Office #1: 833 E Michigan Street Suite 850, Milwaukee, WI 53202

RIA

CRD#: 105734

Milwaukee, WI

Current

June 1, 2022 - Present

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

Office #1: 833 E. Michigan Street Suite 850, Milwaukee, WI 53202

CRD#: 21771

Milwaukee, WI

Past

December 6, 2020 - May 3, 2022

PROSHARE ADVISORS LLC

RIA

CRD#: 134155

Bethesda, MD

Past

June 3, 2020 - May 3, 2022

PROFUNDS DISTRIBUTORS, INC.

CRD#: 19541

BETHESDA, MD

Past

February 26, 2019 - March 10, 2020

T. ROWE PRICE ASSOCIATES, INC.

RIA

CRD#: 105496

OWINGS MILLS, MD

Past

October 16, 2018 - March 5, 2019

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA

CRD#: 108958

OWINGS MILLS, MD

Past

May 9, 2018 - March 10, 2020

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

OWINGS MILLS, MD

Past

April 19, 2017 - April 30, 2018

LORD, ABBETT & CO. LLC

RIA

CRD#: 110391

JERSEY CITY, NJ

Past

September 17, 2015 - April 30, 2018

LORD ABBETT DISTRIBUTOR LLC

CRD#: 530

JERSEY CITY, NJ

Past

July 27, 2015 - August 5, 2015

RESOURCE SECURITIES LLC

CRD#: 133022

PHILADELPHIA, PA

Past

February 25, 2015 - July 22, 2015

CABOT LODGE SECURITIES LLC

CRD#: 159712

NEW YORK, NY

Past

July 9, 2009 - August 30, 2010

AMERIVEST PARTNERS, LLC

CRD#: 46815

NEW YORK, NY

Past

May 7, 2008 - March 11, 2009

AMERIVEST PARTNERS, LLC

CRD#: 46815

NEW YORK, NY

Past

December 19, 2007 - January 15, 2008

AMERIVEST PARTNERS, LLC

CRD#: 46815

NEW YORK, NY

Past

May 16, 2007 - August 21, 2007

AMERIVEST PARTNERS, LLC

CRD#: 46815

NEW YORK, NY

Past

June 16, 2006 - August 21, 2006

AMERIVEST PARTNERS, LLC

CRD#: 46815

NEW YORK, NY

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".

RUSSELL INVESTMENTS

FRANK RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENTS | RUSSELL INVESTMENT MANAGEMENT, LLC | RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENT GROUP

CRD#: 105734 / SEC#: 801-17141

RIA

Registered Investment Advisory firm - (5/21/1982 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alaska
(6/1/2022)

Idaho
(6/1/2022)

Montana
(6/1/2022)

Oregon
(6/1/2022)

Washington
(6/1/2022)

IAR

Washington
(10/21/2022)

Wisconsin
(6/1/2022)

IAR

Wisconsin
(6/6/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/15/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/24/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

RUSSELL INVESTMENTS

FRANK RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENTS | RUSSELL INVESTMENT MANAGEMENT, LLC | RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENT GROUP

CRD#: 105734 / SEC#: 801-17141

RIA

Registered Investment Advisory firm - (5/21/1982 Approved)

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Contact information

Main Address

1301 Second Avenue 18th Floor, Seattle, WA 98101

Mailing Address

Phone number

(206) 505-7877

Established

Firm type

Fiscal year end

# of Employees

589

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RUSSELL INVESTMENT MANAGEMENT, LLC (3/28/2025)

Regulatory assets under management

Total Number of Accounts	69,312
AUM (Assets Under Management)	$ 62,376,876,918

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 C. Callahan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

PROSHARE ADVISORS LLC

PROFUNDS DISTRIBUTORS, INC.

T. ROWE PRICE ASSOCIATES, INC.

T. ROWE PRICE ADVISORY SERVICES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

LORD, ABBETT & CO. LLC

LORD ABBETT DISTRIBUTOR LLC

RESOURCE SECURITIES LLC

CABOT LODGE SECURITIES LLC

AMERIVEST PARTNERS, LLC

AMERIVEST PARTNERS, LLC

AMERIVEST PARTNERS, LLC

AMERIVEST PARTNERS, LLC

AMERIVEST PARTNERS, LLC

Primary Firm SEC Registration

RUSSELL INVESTMENTS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/15/2015

SIE

Date: 10/1/2018

Series 7

Date: 2/24/2015

FINRA

Current Firm

RUSSELL INVESTMENTS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RUSSELL INVESTMENTS

TRUST BUT VERIFY

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