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Steven Joseph Callahan

KC INVESTMENT ADVISORS, LLC·WICHITA, Kansas
SIE, Series 28, Series 99TOClean recordKC INVESTMENT ADVISORS, LLC
1605 NORTH WATERFRONT PARKWAY, WICHITA, KS 67206CRD# 5451566Firm CRD# 114556

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Joseph Callahan · WICHITA, KS
Registration
CRD #5451566 · KC INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 28
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PINION INVESTMENT ADVISORS, LLC
CRD 114556 · SEC 801-63322
AUM
$494M
Regulatory assets under management
Employees
8
1,211 client accounts
Services offered by PINION INVESTMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PINION INVESTMENT ADVISORS, LLC →
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Frequently Asked Questions

What services does Steven Joseph Callahan offer?
Steven Joseph Callahan specializes in Financial Planning, Investment Management. Contact their office in WICHITA, Kansas for a consultation.
What are Steven Joseph Callahan's credentials?
Steven Joseph Callahan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Joseph Callahan located?
Steven Joseph Callahan is based in WICHITA, Kansas, working with KC INVESTMENT ADVISORS, LLC. Their office serves clients in the WICHITA metropolitan area and surrounding communities.
How does Steven Joseph Callahan charge for services?
Steven Joseph Callahan's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor/referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KC INVESTMENT ADVISORS, LLC?
KC INVESTMENT ADVISORS, LLC has approximately 8 employees and manages $494M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KC INVESTMENT ADVISORS, LLC

Sheryl Anne Meyer
WICHITA, KS
Blake Prentiss Allen
WICHITA, KS
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