Michael Patrick Callanan

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 09/2025
  Avantax Investment Services, Inc.
  Plymouth, MN
• 08/2016 → Present
  Mrk Financial Solutions
  Plymouth, MN
• 09/2017 → 09/2025
  Avantax Advisory Services
  Plymouth, MN
• 08/2016 → 09/2025
  Avantax Insurance Agency, Llc
  Plymouth, MN
• 02/2024 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Plymouth, MN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Saint Paul, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2025 → Present
  Truplan Financial Advisors
  Plymouth, MN

Previous Registrations

• 2017-09-19 → 2025-09-05
  Avantax Advisory Services
  Amery, WI
  Plymouth, MN
  Dallas, TX
  St. Paul, MN

Other Businesses

1) MRK FINANCIAL SOLUTIONS, INC. POSITION: Financial Advisor NATURE: Financial Planning INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 35 START DATE: 08/20/2016 ADDRESS: 3020 Harbor Ln. No., Plymouth MN 55447, United States DESCRIPTION: Financial Advisor/Financial Planning. 2) TRUPLAN FINANCIAL PLANNERS POSITION: Financial Advisor NATURE: Helping clients with holistic financial planning: retirement planning, wealth management, distribution strategies, etc.. This is a company name change. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/31/2025 ADDRESS: 3020 Harbor Ln. No., Plymouth MN 55447, United States DESCRIPTION: Communicating with clients Financial Planning Trading investment/economic research 3) NAME OF OTHER BUSINESS: TRUPLAN FINANCIAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 04/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 45; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-13
• S63 Uniform Securities Agent State Law Examination
  2016-06-24

Designations

• Certified Financial Planner