David James Callanan
Directeur Général chez AE Wealth Management LLC
Postes actifs de David James Callanan
Sociétés | Poste | Début | Fin |
---|---|---|---|
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 | - |
Fondateur | 17/02/2016 | - |
Historique de carrière de David James Callanan
Anciens postes connus de David James Callanan
Sociétés | Poste | Début | 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 | 01/01/2005 | - |
Formation de David James Callanan
Washburn University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Founder | 2 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
---|---|
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 |
Personalized Brokerage Services, Inc. | |
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 |
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