![David James Callanan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. David J.
Callanan is a Chief Executive Officer at AE Wealth Management LLC.
He is a co-founder of AE Wealth Management.
Mr. Callanan was previously employed as a Co-Founder by Advisors Excel LLC and a Principal by Personalized Brokerage Services, Inc.
He earned a Bachelor of Arts degree in management and marketing from Washburn University in 1998 and entered the financial services industry the following year.
| Sociétés | Poste | Début |
|---|---|---|
AE Wealth Management LLC
 AE Wealth Management LLC Investment ManagersFinance AEWM employs a conservative approach to money management and focuses on managing risk and volatility to help protect client’s assets. The firm’s investment strategies include, but are not necessarily limited to value investing, tactical asset allocation, and strategic asset allocation. Investments tend to focus on stocks, ETFs & mutual funds, fixed income securities, and options on securities. | Directeur Général | 17/02/2016 |
| Sociétés | Poste | Fin |
|---|---|---|
Personalized Brokerage Services, Inc. | Corporate Officer/Principal | 01/01/2004 |
Advisors Excel LLC
 Advisors Excel LLC Insurance Brokers/ServicesFinance Provides insurance marketing services | Fondateur | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 4 |
|---|---|
Washburn University
 Washburn University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Personalized Brokerage Services, Inc. | |
Advisors Excel LLC
Advisors Excel LLC Insurance Brokers/ServicesFinance Provides insurance marketing services | Finance |
AE Wealth Management LLC
AE Wealth Management LLC Investment ManagersFinance AEWM employs a conservative approach to money management and focuses on managing risk and volatility to help protect client’s assets. The firm’s investment strategies include, but are not necessarily limited to value investing, tactical asset allocation, and strategic asset allocation. Investments tend to focus on stocks, ETFs & mutual funds, fixed income securities, and options on securities. | Finance |
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