Michael Connor Callahan, Financial Advisor in Milwaukee, WI

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About Michael Connor Callahan

Michael Callahan is a financial advisor with over 9 years of experience in the financial services industry. Michael is currently registered with Russell Investments in Milwaukee, Wisconsin. Michael has also been previously registered with firms such as Profunds Distributors, Inc., T. Rowe Price Investment Services, Inc., Lord Abbett Distributor LLC, and Amerivest Partners, LLC. Michael holds Series 66, Series 7, and SIE licenses. Michael specializes in investment companies, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Michael has experience with portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Michael is also able to select other advisors, and provide pension consulting.

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Firm Information

Michael Callahan is currently registered with Russell Investments. Russell Investments is a Seattle-based investment firm with over $5 trillion in regulatory assets under management. They provide portfolio management services for individuals, businesses, investment companies, pooled investment vehicles, and pension plans. They also offer selection of other advisors and pension consulting.

Russell Investments

1301 SECOND AVENUE

SEATTLE, WA 98101

$52.48B

Assets Under Management

Not reported

Total Clients

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.

pension consulting services

Guidance on pension options to ensure a secure financial future.

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

fixed fees

Set rates for specific services, regardless of time or assets managed.

percentage of assets

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

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

other

% of revenue/intracompany agrmts and % of assets/advsmt

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Michael Callahan’s Registration & Firm History

05/15/2023 - Present

Russell Investments (Milwaukee WI)

06/03/2020 - 05/03/2022

PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)

05/09/2018 - 03/10/2020

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

09/17/2015 - 04/30/2018

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

07/27/2015 - 08/05/2015

RESOURCE SECURITIES, INC. (PHILADELPHIA PA)

02/25/2015 - 07/22/2015

CABOT LODGE SECURITIES LLC (NEW YORK NY)

07/09/2009 - 08/30/2010