Invested Better
Unclaimed

Unclaimed

Unclaimed

Shane Brian Callahan

Future Capital Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Shane? Claim Your Profile

About Shane Brian Callahan

Shane Callahan is an investment advisor representative with Future Capital Management. Shane has been in the financial services industry since 2005 and holds the Series 65 and Series 66 licenses. Shane's experience includes working at AXA Advisors, LLC, TekSystems, United Health Care, Parsonex Advisory Services, Inc., and Sigma Planning Corporation. Shane is a Certified Financial Planner and specializes in financial planning, pension consulting, and selection of other advisors.

Firm Information

Shane Callahan is currently registered with Future Capital Management. Future Capital Management is a registered investment advisor with offices in [main office location]. They provide a range of services, including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages approximately $22.7 million in assets for over 232 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.

$22.73M

Assets Under Management

Not reported

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Shane Callahan’s Registration & Firm History

CO

05/31/2024 - Present

Future Capital Management (CASTLE ROCK CO)

CO

02/25/2005 - 07/08/2008

AXA ADVISORS, LLC (DENVER CO)

Not sure if Shane Brian Callahan is right for you?

Licenses & Designations

IA

Issued 01/24/2018

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/28/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shane Brian Callahan.
Not sure if Shane Brian Callahan is right for you?