James
Boese
Callahan Financial Planning
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About this Advisor
James Boese is a certified financial planner based in Omaha, Nebraska who has 2 years of industry experience. Boese is currently employed by Callahan Financial Planning. Their career trajectory has included roles at Pacific Life Insurance, Bancwest Investment Services, Bank Of The West, Fbl Financial Group, Fbl Marketing Services, LLC, Callahan Financial Planning Company and Ts Bank. Boese has Series 63 and Series 66 licenses, certifying them as a securities broker, and can operate in California, Colorado, Iowa and Nebraska. Callahan Financial Planning is a company that has its headquarters in Omaha, NE. It has offices in 17 locations and a total of 15 employees. It oversees $223 million in total assets across its 816 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 816 customer accounts, 67% belong to high-net-worth individuals who have more than $1 million in investable assets. Callahan Financial Planning has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services usually depend on which services are provided. However, fee types charged by Callahan Financial Planning likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Callahan Financial Planning Brokerage Details
$223,414,832
15
816
$273,793
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Boese Work History
James has been registered as a financial advisor for 2 years.*
Ts Bank
Callahan Financial Planning Company
Fbl Financial Group
Fbl Marketing Services, LLC
Bancwest Investment Services
Bank Of The West
Pacific Life Insurance
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Boese to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Callahan Financial Planning
Mill Valley, CA
Omaha, NE
Omaha, NE
San Francisco, CA
Council Bluffs, IA
Macedonia, IA
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
