Kevin James Egan
Investment adviser representative at Oneseven
14 yearsExperience
1 stateRegistered in
$7.7BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
14 years in the industry.
- Fortune Financial ServicesNov 2022 to now
- Mgo One Seven LLC dba Callahan FinancialNov 2022 to now
- OnesevenOct 2022 to now
- Wealthcor, LLCApr 2016 to Nov 2022
- Wealthcor, LLC dba Callahan FinancialApr 2016 to Nov 2022
- LPL Financial LLCJan 2012 to Nov 2022
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (OH).
Oneseven
Legal name: Mgo One Seven LLC
$7.7BAssets managed
16,335Clients
113Advisers
10 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
- 6015670
- Firm CRD
- 283087