John M. O'callaghan

IMPACT FINANCIAL LIFE PLANNING LLC

Baltimore, MD

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CRD#: 7723884

Professional summary

John Michael O'callaghan, who also goes by John Michael O'callaghan, is a registered financial advisor currently at IMPACT FINANCIAL LIFE PLANNING LLC located in Baltimore, Maryland and NECTARINE located in Baltimore, Maryland.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. John has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Michael O'callaghan

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.

Williams Asset Management investment-related 8850 Columbia 100 Pkwy Suite 204, Columbia, MD 21045 RIA Independent Contractor January 2024 25 hours per week 60% during trading train new paraplanners

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael O'callaghan'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

August 14, 2023 - Present

IMPACT FINANCIAL LIFE PLANNING LLC

RIA

CRD#: 325805

Baltimore, MD

Current

April 5, 2024 - Present

NECTARINE

RIA

CRD#: 327155

Baltimore, MD

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

Maryland
(8/14/2023)

IAR

Texas
(4/5/2024)

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

Current Firm

IMPACT FINANCIAL LIFE PLANNING LLC

CRD#: 325805 / SEC#:

Maryland

Registered Investment Advisory firm - (8/14/2023 Approved)

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Contact information

Main Address

Severna Park, MD

Mailing Address

Phone number

(410) 205-6526

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 5,318,371

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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John M. O'callaghan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael O'callaghan's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMPACT FINANCIAL LIFE PLANNING LLC

NECTARINE

State Registrations and Notice Filings

Exams

Current Firm

IMPACT FINANCIAL LIFE PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IMPACT FINANCIAL LIFE PLANNING LLC

TRUST BUT VERIFY

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