David James Callanan
Directeur Général chez AE Wealth Management LLC
Profil
Mr. David J.
Callanan is a Chief Executive Officer at AE Wealth Management LLC.
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.
Postes actifs de David James Callanan
| Sociétés | Poste | Début |
|---|---|---|
AE Wealth Management LLC
 AE Wealth Management LLC Investment ManagersFinance AE Wealth Management LLC (AEWM) is a SEC-registered investment advisor headquartered in Topeka, Kansas. The firm was founded by David Callanan in 2016 and principally owned by DDC Holdings LLC. AEWM provides investment advice to individuals and high net-worth individuals; trusts, estates, or charitable organizations; retirement and profit-sharing plans; and corporations or other business entities. | Directeur Général | 17/02/2016 |
Anciens postes connus de David James Callanan
| Sociétés | Poste | Fin |
|---|---|---|
| Personalized Brokerage Services, Inc. | Corporate Officer/Principal | 01/01/2004 |
Advisors Excel LLC
 Advisors Excel LLC Insurance Brokers/ServicesFinance Advisors Excel LLC provides insurance marketing services. It provides access to proprietary products, unparalleled training, proven marketing and lead generation support. The company was founded in 2005 by Cody Foster, David Callanan and Derek Thompson and is headquartered in Topeka, KS. | Fondateur | - |
Formation de David James Callanan
| Washburn University | Undergraduate Degree |
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
| Personalized Brokerage Services, Inc. | |
Advisors Excel LLC
Advisors Excel LLC Insurance Brokers/ServicesFinance Advisors Excel LLC provides insurance marketing services. It provides access to proprietary products, unparalleled training, proven marketing and lead generation support. The company was founded in 2005 by Cody Foster, David Callanan and Derek Thompson and is headquartered in Topeka, KS. | Finance |
AE Wealth Management LLC
AE Wealth Management LLC Investment ManagersFinance AE Wealth Management LLC (AEWM) is a SEC-registered investment advisor headquartered in Topeka, Kansas. The firm was founded by David Callanan in 2016 and principally owned by DDC Holdings LLC. AEWM provides investment advice to individuals and high net-worth individuals; trusts, estates, or charitable organizations; retirement and profit-sharing plans; and corporations or other business entities. | Finance |
