JM
John D. Mccollum
CALLAHAN CAPITAL MANAGEMENT
Steamboat Springs, CO 80487-2523
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CRD#: 6782261
JM
Professional summary
John D Mccollum is a registered financial advisor currently at CALLAHAN CAPITAL MANAGEMENT located in Steamboat Springs, Colorado.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. John has worked at 1 firm 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.
CRS (Client Relationship Summary) - RIA
Click below to view John D Mccollum'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®
NoneExperience
Current
May 25, 2017 - Present
CALLAHAN CAPITAL MANAGEMENT
Office #1: 1169 Hilltop Pkwy 106a, Steamboat Springs, CO 80487-2523RIA
CRD#: 110568
Steamboat Springs, 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".
CC
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)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(5/25/2017)
Current Firm
CC
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)Upgrade to AdvisorCheck Premium
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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
5
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,441 |
| AUM (Assets Under Management) | $ 193,891,599 |
Red Flags
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