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Steven Joseph Callahan

KC INVESTMENT ADVISORS, LLC·WICHITA, Kansas
Unclaimed Profile
1605 NORTH WATERFRONT PARKWAY, WICHITA, KS 67206CRD# 5451566Firm CRD# 114556
01

About

Steven Joseph Callahan is a registered financial advisor based in WICHITA, Kansas, affiliated with KC INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PINION INVESTMENT ADVISORS, LLC
PINION WEALTH MANAGEMENT, LLC
AUM
$494M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PINION INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR/REFERRAL FEES
Regulatory
SEC/IARD CRD# 5451566
Firm CRD# 114556
No disclosures on file
View on FINRA BrokerCheck →

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05

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 in WICHITA
Susan Louise Pool — IMA WEALTH, INC.John Carter Shawver — TENZIO PARTNERS, LLCDaniel Joseph Mihelic — TENZIO PARTNERS, LLCBlake Prentiss Allen — PINION INVESTMENT ADVISORS, LLCChristine Mies — TRUENORTH, INC.
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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