Brian Patrick Callahan
Investment adviser representative at Edelman Financial Engines
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$326.3BFirm assets
Are you Brian Patrick Callahan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Edelman Financial EnginesJun 2025 to now
- Camarda Wealth Advisory GroupNov 2024 to May 2025
- Fisher InvestmentsSep 2021 to Nov 2024
- Charles Schwab & Co., Inc.Jan 2019 to Sep 2021
- Charles Schwab Bank SsbJan 2019 to Sep 2021
- MML Investors ServicesAug 2017 to Dec 2018
- Lenox Advisors, IncJul 2017 to Dec 2018
- Mass Mutual Life Insurance CompanyJul 2017 to Dec 2018
- Eagle Strategies LLCSep 2014 to Dec 2018
- Nylife Securities LLCJul 2014 to Jul 2017
- New York Life Insurance CompanyJun 2014 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 3 states (MA, TX, VA).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5798175
- Firm CRD
- 104510