AdvisorOS Directory
Claim Profile
Unclaimed Profile
JC

Joseph Patrick Callahan

WEALTHCOR LLC·CINCINNATI, Ohio
Clean recordWEALTHCOR LLC
9428 KENWOOD ROAD, CINCINNATI, OH 45242CRD# 1817853Firm CRD# 282449

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Patrick Callahan · CINCINNATI, OH
Registration
CRD #1817853 · WEALTHCOR LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Patrick Callahan is a registered financial advisor based in CINCINNATI, Ohio, affiliated with WEALTHCOR 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
Introduction

Speak with Joseph

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joseph is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
WEALTHCOR LLC
CALLAHAN FINANCIAL
AUM
$165M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WEALTHCOR LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1817853
Firm CRD# 282449
View on FINRA BrokerCheck →

Looking for a financial advisor in CINCINNATI?

Browse all registered financial advisors in CINCINNATI, Ohio or claim this profile if it's yours.

Browse CINCINNATI AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Joseph Patrick Callahan offer?
Joseph Patrick Callahan specializes in Financial Planning, Investment Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Joseph Patrick Callahan's credentials?
Joseph Patrick Callahan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Patrick Callahan located?
Joseph Patrick Callahan is based in CINCINNATI, Ohio, working with WEALTHCOR LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Joseph Patrick Callahan charge for services?
Joseph Patrick Callahan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHCOR LLC?
WEALTHCOR LLC has approximately 6 employees and manages $165M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WEALTHCOR LLC

Kevin James Egan
CINCINNATI, OH

More Advisors in CINCINNATI, Ohio

David Todd Henderson
FORT WASHINGTON INVESTMENT ADVISORS INC·CINCINNATI, OH
John Christopher Lame
LENOX WEALTH MANAGEMENT, INC.·CINCINNATI, OH
Sara Jane Evans
CASSADY SCHILLER WEALTH MANAGEMENT, LLC·CINCINNATI, OH
Kenneth J. Bushman
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")·CINCINNATI, OH
Patrick Joseph Byrne
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")·CINCINNATI, OH
Neil Robert Bourgeois
QUEEN CITY CAPITAL MANAGEMENT, LLC·CINCINNATI, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)NEW ALBANY (33)
City Guides
CLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile