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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-22 |
Branch Locations
331 First Street, Manistee, MI 49660 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Fish | Manistee | MI | 06/2016 | 08/2018 |
| North Chanel Brewery | Manistee | MI | 05/2019 | 08/2019 |
| Callesen Wealth Management | Manistee | MI | 05/2021 | 08/2021 |
| Callesen Wealth Management | Manistee | MI | 06/2022 | 02/2024 |
| Full Time Education | Manistee | MI | 06/2011 | 05/2022 |
| Independent Financial Partners | Tampa | FL | 11/2022 | 02/2024 |
| Independent Financial Partners | Tampa | FL | 11/2024 | Present |
| Callesen Wealth Management | Manistee | MI | 11/2024 | Present |
| Fifth Third Bank | Manistee | MI | 04/2024 | 11/2024 |
(1) Callesen Wealth Management - DBA Name Only - Investment Related - 331 First Street, Manistee, MI 49660 - DBA Name used for financial services business. start date 6/13/2022 (2) Michigan National Guard - Not Investment Related - 710 S. State Street, Alma, MI 48801 - Reservist - Military Reserves - start date Nov. 7, 2019 -72 hrs/mo, 24 hrs/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-02 |
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