Logan
Sanders
Callahan Financial Planning
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About this Advisor
Logan Sanders is a financial advisor operating out of Omaha, Nebraska with 1 year of industry experience. Sanders works at Callahan Financial Planning. Throughout their career, Sanders has worked at Sanders Ata Martial Arts, N/A, Sanders Ata Martial Arts - Pleasant Hill, Td Ameritrade, Us Bank and Ts Bank. Sanders holds a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Iowa and Nebraska. Callahan Financial Planning is a registered investment business headquartered in Omaha, NE. The firm has offices in 17 locations and a total of 15 people on staff. It handles $223 million in total assets between its 816 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 816 client accounts, 67% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees vary depending on which services the firm provides the client. Fees billed by Callahan Financial Planning likely include some 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
Logan Sanders Work History
Logan has been registered as a financial advisor for 1 years.*
Ts Bank
Sanders Ata Martial Arts
Us Bank
N/A
Td Ameritrade
Sanders Ata Martial Arts - Pleasant Hill
N/A
N/A
*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 Logan Sanders 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
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San Francisco, CA
Omaha, NE
Macedonia, IA
Omaha, NE
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