Best Investors Account Sign in
Inactive

Shane Brian Callahan

Future Capital Management Inc.

Castle Rock, CO

CRD 2973995

Claim This Profile
Employer firm

Future Capital Management Inc. CRD 324378

$78.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Future Capital Management Inc.

115 Wilcox Street Suite 220, Castle Rock, CO 80104 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-05-31
  • CO RA
    APPROVED
    Since 2024-05-31

Branch Locations

115 Wilcox Street Suite 220, Castle Rock, CO 80104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Teksystems Lone Tree CO 10/2014 10/2016
Unemployed Greenwood Village CO 10/2016 01/2017
United Health Care Minnetonka MN 01/2017 10/2017
Parsonex Advisory Services, Inc. Englewood CO 01/2018 05/2019
Unemployed Greenwood Village CO 10/2017 01/2018
Sigma Planning Corporation Ann Arbor MI 06/2019 05/2024
Future Capital Management Castle Rock CO 05/2024 Present
  • 10/2014 → 10/2016
    Teksystems
    Lone Tree, CO
  • 10/2016 → 01/2017
    Unemployed
    Greenwood Village, CO
  • 01/2017 → 10/2017
    United Health Care
    Minnetonka, MN
  • 01/2018 → 05/2019
    Englewood, CO
  • 10/2017 → 01/2018
    Unemployed
    Greenwood Village, CO
  • 06/2019 → 05/2024
    Sigma Planning Corporation
    Ann Arbor, MI
  • 05/2024 → Present
    Future Capital Management
    Castle Rock, CO
Previous Registrations
Other Businesses

1) ENDURANCE WEALTH PLANNING LLC; INVESTMENT RELATED; 10700 STONINGTON ST., HIGHLANDS RANCH, CO 80126; DBA NAME FOR INCOME RELATED TO INSURANCE PRODUCTION ACTIVITIES; MANAGING MEMBER; 12/2022; APPROX. 140 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INSURANCE PRODUCER FOR VARIOUS INSURANCE COMPANIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-24
S66 Uniform Combined State Law Examination 2005-10-28
  • S65 Uniform Investment Adviser Law Examination
    2018-01-24
  • S66 Uniform Combined State Law Examination
    2005-10-28
Designations
  • Certified Financial Planner
Other Names
  • Shane B Callahan
  • Shane Callahan

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Castle Rock, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor