Announcements

June 2nd, 2016

 

It is with great pleasure that I announce that David J. Callahan, Senior Financial Advisor, once again earned the distinction of Premier Advisor with Wells Fargo Advisors Financial Network.

Dave is among a select group of business owners who meet or exceed Wells Fargo Advisors Financial Network's high standards as measured by one or more of the milestones for revenue generations, educational attainment, and client-service best practices.

I believe this distinction underscores Dave's ability to understand your unique investment and planning needs as well as your aspirations for the future.

I know that Dave vaules his professional relationship with you, and I trust you are pleased as I am that he has been named a Premier Advisor with Wells Fargo Advisors Financial Network. Thank you for your business, and I wish you much success in your future as well.

Sincerely,  

C. Kent Christian

President

Wells Fargo Advisors Financial Network

 

 


 

 

February 17th, 2016

 

Office Update

We want to welcome Rachel Rinehart, Marketing Administrative Assisant to our practice. Rachel grew up in Franklin Ohio where she attended Franklin High School. Rachel enjoys spending time with her family and friends as well as traveling and staying active. Rachel will be handling marketing responsibilities, client services, and administrative duties.

We are happy yo have Rachel as a member of our practice.

 

 

 


 

 

 

May 1st, 2015

 

Dave Callahan earns 2015 Premier Advisor Award

 

 


 

April 1st, 2015

Dayton 40 Under 40 Award 2015

We are proud to announce Corey as a recipient of this year’s Dayton 40 Under 40 award.  Each year the Dayton Business Journal is tasked with the duty of recognizing 40 of the region’s brightest young professionals, all under the age of 40, for their leadership, accomplishments and contributions to the Dayton region.

 

Dayton 40 Under 40: does not have selection criteria, and winners were chosen based strictly on the number of votes received from the public. Voters may have been allowed to vote more than once, and votes may have been cast by those who are not clients of Wells Fargo Advisors Financial Network. The award is not a recommendation or testimonial, and is not necessarily reflective of the past or future performance of the advisor, or of client satisfaction.

 

 


 

March 16, 2015

Office Update

We want to welcome ANDREW HAMILTON, Marketing Assistant, to our practice. Andrew grew up in Dayton and is currently enrolled in the University of Dayton, School of Business Administration.

Andrew will be taking over the duties for Amy Fish who will be leaving us to spend more time with her family and travel. We want to thank Amy for all her help and support over the last four years. We wish her well in the future.

We are happy to have Andrew as a member of our practice.

 

 


 

April 22, 2014

Dear Valued Client;

 

It is with great pleasure that I announce that David J. Callahan, Senior Financial Advisor, recently once again earned the distinction of Premier Advisor with Wells Fargo Advisors Financial Network.

David is among a select group of business owners who meet or exceed Wells Fargo Advisors Financial Network’s high standards as measured by one or more of the milestones for revenue generation, educational attainment and client-service best practices.

I believe this distinction underscores David’s ability to understand your unique investment and planning needs as well as your aspirations for your future.

I know that David values his professional relationship with you, and I trust you are as pleased as I am that he has been named a Premier Advisor with Wells Fargo Advisors Financial Network. Thank you for your business, and I wish you much success in your future as well.

Sincerely,

C. Kent Christian

President

Wells Fargo Advisors Financial Network

 

 


 

March 12, 2013

Dear Valued Customer-

 

It is with great pleasure that I let you know that David J. Callahan, Senior Financial Advisor once again earned the distinction of Premier Advisor with Wells Fargo Advisors Financial Network.

David is among a select group of business owners who meet or exceed Wells Fargo Advisors Financial Network high standards as measured by one or more of the firm’s criteria for revenue generation, educational attainment and client-service best practices.

I believe this distinction underscores David’s ability to understand your unique investment and planning needs as well as your aspirations for your future.

I know that David values his professional relationship with you, and I trust you are as pleased as I am that David has been named a Premier Advisor with Wells Fargo Advisors Financial Network. Thank you for your business and I wish you much success in your future as well.

Sincerely,

C. Kent Christian

President

Wells Fargo Advisors Financial Network

 

 


 

 

December, 2012  

We are pleased to announce that Stacy Lamme has joined Callahan Financial Management Group, LLC  as an Administrative Assistant .  Stacy was previously employed with a State Farm agency in Kettering for the past 18 years.

Stacy lives in Springboro with her husband of 28 years and they have two sons.  Some of Stacy’s hobbies include sewing and gardening.

The Callahan Financial Management Group, LLC provides wealth management and retirement planning services for individuals, families, businesses and professional athletes. 

 

 


 

June 2012

We are pleased to announce that Corey Callahan, Financial Advisor passed the CFP® Certification Examination in March, 2012. 

To earn the CFP®certification from the Certified Financial Planner Board of Standards, Inc., a Financial Advisor has met rigorous education, examination, experience and ethics requirements.  They also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards. 

 


April 2012

It is with great pleasure that I let you know that your Financial Advisor David J. Callahan, once again earned the distinction of Premier Advisor with Wells Fargo Advisors Financial Network. This distinction reflects your advisor’s achievement of professional success through a high level of proficiency that is based on many factors, including production and client service.
 

I believe David’s inclusion in this program underscores an ability to understand your aspirations and develop investment plans and strategies that help you achieve those objectives. More importantly, Premier Advisor status reflects an ability to earn clients’ trust by offering sound, objective, professional advice and high quality service. David also has demonstrated a high level of commitment to clients through the establishment of long-standing relationships and professional service.

I know that David values the professional relationship with you, and I hope you will join me in congratulating your advisor on this achievement.

Sincerely,

John G. Peluso, Jr.
President
Wells Fargo Advisors Financial Network

 

 


 

March 2011

It is with great pleasure that I let you know that your Financial Advisor, David J. Callahan, has recently earned the distinction of becoming a Premier Advisor with Wells Fargo Advisors Financial Network. It is a distinction that reflects his achievement of professional success (based on many factors including production) through a consistent commitment to excellence.

I believe Dave's inclusion in this program underscores his ability to understand his clients' aspirations and to develop investment plans and strategies that can help achieve those objectives. More importantly, I feel it reflects his capability to earn clients' trust by offering sound, objective, professional advice and high quality service. Dave has also demonstrated a high level of commitment to his clients through the establishment of long- standing relationships and a commitment to professional service.

I know that Dave Callahan values his professional relationship with you, and I hope you will join me in congratulating him on this achievement.

Sincerely,

John G. Peluso, Jr.

President, Wells Fargo Advisors Financial Network

 


 

November 2010

We want to welcome Amy Fish to our staff. Amy will support Linda with office administration, care of our website, scheduling of appointments, and all of our research.

If you have a chance, please call and say hello.

 


 

 May 5, 2010

 

It is with great pleasure that I let you know that your Financial Advisor, David Callahan, has recently earned the distinction of becoming a Premier Advisor with Wells Fargo Advisors Financial Network.  It is a distinction that reflects his achievement of professional success (based on may factors including production) through a consistent commitment to excellence.

I believe Dave Callahan's inclusion in this program underscores his ability to understand clients' aspirations and to develop investment plans and strategies to achieve those objectives.  More importantly, I feel it reflects his capability to earn clients' trust by offering sound, objective, professional advice and high quality service.  Dave has also demonstrated a high level of commitment to his clients through the establishment of long-standing relationships and a commitment to professional service.

 

Sincerely,

                                                                                                                                                        

John G. Peluso, Jr., President, Wells Fargo Advisors Financial Network 

                                                                                                               


 

February 2010

 

The Callahan Financial Management Group, LLC has just celebrated their 5th year Anniversary as an independent financial consulting practice, located on Paragon Road in Centerville, Ohio.

 


 

February 2009

 

PRESS RELEASE

 Note: The following press release was originally published and released in 2009. Company names, statistics and other information are current as of February 2009. Wachovia Securities Financial Network, LLC is now Wells Fargo Advisors Financial Network, LLC. Wachovia Securities, LLC is now Wells Fargo Advisors.

Callahan Financial Management Group, LLC

Callahan Financial Management Group has just celebrated its fourth anniversary as a separate independent financial advisory practice.  Dave Callahan, Principal of Callahan Financial Management Group, has over twenty eight years of experience as a Financial Advisor in the Dayton Community.  The practice provides wealth management and retirement planning for both individuals and corporations.  The practice's support staff includes Linda Miesmer, Senior Account Administrator and Corey Callahan, Associate Financial Advisor.

 

 

Wachovia Securities has more than 16,000 full-service financial advisors and more than 4,000 licensed financial specialists.  This vast network of advisors, one of the nation's largest, provides its services in all 50 states including the District of Columbia and in locations across Latin America.  Investment products and services are offered through Wells Fargo Advisors Financial Network (WSFN).  Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wells Fargo & Company, providing certain retail securities brokerage services.  Wachovia Securities, LLC, member SIPC, and Wells Fargo Advisors Financial Network, LLC, member SIPC.  Callahan Financial Management Group, LLC is a separate entity from WSFN.

Advisors and licensed financial specialists include Wachovia Securities and A.G. Edwards brokerage offices as well as selected Wells Fargo retail banking stores and Wachovia Bank financial centers, as well as financial advisors from Wells Fargo Investments, LLC, member SIPC.  A.G. Edwards is a division of Wachovia Securities, LLC.

 

If questions, contact Dave Callahan at 937-432-9100.

 


 

December 2008

 

We would like to announce that Corey J. Callahan has been named Associate Financial Advisor after obtaining his Series 7, Series 65, and Series 63 Securities Registrations.

 


 

April 2008

 

We would like to announce the addition of Corey J. Callahan - Marketing Assistant - to our staff.  Corey has a Business Degree in Finance from the University of Dayton and has just moved to Dayton from Boston, MA. 

While in Boston, Corey worked for MFS Investment Management as internal sales support for the Florida region. 

Corey will take over the responsibility of marketing support, website maintenance, appointment scheduling, and newsletter creation.

 

 


 

 

 March 2008

 

PRESS RELEASE FOR DAYTON DAILY NEWS, DAYTON, OHIO

 Note: The following press release was originally published and released in 2008. Company names, statistics and other information are current as of March 2008 unless otherwise noted. Wachovia Securities Financial Network, LLC is now Wells Fargo Advisors Financial Network, LLC. Wachovia Securities, LLC is now Wells Fargo Advisors.

David J. Callahan, Senior Financial Advisor and principal of Callahan Financial Management Group, LLC, has been named to the Wachovia Securities Financial Network Premier Advisors' Program.  The program reflects his achievement of professional success through a consistent commitment to excellence among the top financial advisors in the U.S.

David also serves on the Advisory Board for financial advisors at Wachovia Securities Financial Network and is a member of the Wealth Advisor Institute.  He has over 27 years of investment experience and specializes in individual and corporate retirement planning.  Callahan Financial Management Group is located at 7495 Paragon Road in Dayton, Ohio, and can be reached at 937-432-9100.

 

One of the nation's largest full service retail brokerage firms with nearly $1.2 trillion in client assets, Wachovia Securities provides financial advisory, brokerage, asset management and other financial services through nearly 18,000 registered representatives in over 3,700 locations nationwide.* Investment products and services are offered through Wells Fargo Advisors Financial Network (WSFN). Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, member NYSE/SIPC, and Wells Fargo Advisors Financial Network, LLC, member FINRA/SIPC.  Callahan Financial Management Group, LLC is a separate entity from WSFN. *As of 12/31/2007. Assets, registered representatives and locations include Wachovia Securities and A.G. Edwards brokerage offices as well as selected Wachovia Bank financial centers. A.G. Edwards is a division of Wachovia Securities.

 



  

Member of Wealth Advisor Institute:   May 2007


 David J. Callahan has become a member of "The Wealth Advisor Institute".  WAI is an association of financial advisors dedicated in servicing the affluent client.


 


 

 

Press Release:  Centerville-Bellbrook Times July 2006

 Note: The following press release was originally published and released in 2006. Company names, statistics and other information are current as of July 2006. Wachovia Securities Financial Network, LLC is now Wells Fargo Advisors Financial Network, LLC. 

David J. Callahan, senior financial advisor, Callahan Financial Management Group, has been invited to attend the “National Recognition of Excellence Training Conference” for Wachovia Securities Financial Network.  The conference acknowledges the top advisors for Wachovia Securities Financial Network and consists of three days of  training.  Callahan has over 25 year of investment experience and specialized in individual and corporate retirement planning.

 


 

Press Release:  Centerville-Brookville Time - February 2005
 

Note: The following press release was originally published and released in 2005. Company names, statistics and other information are current as of February 2009. Wachovia Securities Financial Network, LLC is now Wells Fargo Advisors Financial Network, LLC. Wachovia Securities, LLC is now Wells Fargo Advisors.

 

Financial advisor opens office in Centerville
 
 
Callahan Financial Management, an independently owned financial practice of Wachovia Securities Financial Network, has opened a new office at 7495 Paragon Road in Centerville, according to David J. Callahan, senior financial advisor.
 

 

The new practice will provide area residents independent and unbiased financial advice while offering industry leading product and service capabilities of one of the nation’s largest financial services organization.

 

   

 

“We are extremely pleased and proud of our new partnership and of our affiliation with Wachovia Securities Financial Network,” said Callahan, a seasoned advisor with 25 years of investment experience. “We were searching for a powerful partnership that would enhance our ability to offer objective professional advice coupled with sophisticated technology, research, products, services and support.”

 

   

 

Wachovia Securities Financial Network is part of the nation’s third largest brokerage operation, and has been actively seeking successful and entrepreneurial financial advisors to establish independent offices throughout the country.

 

   

 

Callahan, a graduate of the University of Dayton, specializes in individual and corporate retirement planning. He and his family reside in Centerville.
 

 



 

 

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WSFN), Member FINRA/SIPC.  Callahan Financial Management Group is a separate entity from WSFN

 

Callahan Financial Management Group, LLC

7495 Paragon Road, Suite A

Dayton, OH 45459

Phone:  937-432-9517

Toll Free:  800-460-9133