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Harold Walter Kirschner

Callahan Capital Management

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About Harold Walter Kirschner

Harold Walter Kirschner is a Certified Financial Planner™ and Investment Advisor Representative, licensed in Colorado. Harold has been in the financial services industry since December 2003 and is currently affiliated with Callahan Capital Management. Harold provides financial planning and portfolio management services for individuals and high-net-worth individuals. Harold has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Harold Kirschner is currently registered with Callahan Capital Management. Callahan Capital Management is an investment advisor headquartered in STEAMBOAT SPRINGS, CO. The firm provides financial planning and portfolio management for individuals. Callahan Capital Management manages approximately $179,572,366 in regulatory assets under management for 363 clients.
Callahan Capital Management

1169 HILLTOP PKWY

STEAMBOAT SPRINGS, CO 80487-2523

$179.57M

Assets Under Management

324

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Harold Kirschner’s Registration & Firm History

CO

01/20/2023 - Present

Callahan Capital Management (Centennial CO)

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Licenses & Designations

IA

Issued 04/06/2000

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Harold Walter Kirschner.
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