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Callahan Tully

Wells Fargo Advisors Financial Network, LLC

Elkhorn, WI

CRD 7292759

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Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-04-06
WI RA APPROVED 2021-08-16
  • TX RA
    APPROVED_RES
    Since 2023-04-06
  • WI RA
    APPROVED
    Since 2021-08-16

Branch Locations

1534 Fairway Lane, Elkhorn, WI 53121 • 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
Equitable Advisors, Llc New York NY 09/2020 06/2021
University Of Wisconsin- La Crosse La Crosse WI 09/2016 05/2020
Eagle Lake Management District Kansasville WI 06/2015 08/2018
City Of Burlington Burlington WI 05/2019 08/2019
City Of Burlington Burlington WI 06/2020 08/2020
Wells Fargo Advisors Financial Network, Llc Elkhorn WI 08/2021 Present
  • 09/2020 → 06/2021
    Equitable Advisors, Llc
    New York, NY
  • 09/2016 → 05/2020
    University Of Wisconsin- La Crosse
    La Crosse, WI
  • 06/2015 → 08/2018
    Eagle Lake Management District
    Kansasville, WI
  • 05/2019 → 08/2019
    City Of Burlington
    Burlington, WI
  • 06/2020 → 08/2020
    City Of Burlington
    Burlington, WI
  • 08/2021 → Present
    Wells Fargo Advisors Financial Network, Llc
    Elkhorn, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-26
  • S66 Uniform Combined State Law Examination
    2021-02-26
Other Names
  • Cal Tully
  • Callahan Tully
  • Callahan Patrick Tully

View on SEC IAPD

Nearby Firms

EQUITABLE ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
HARBOUR INVESTMENTS, INC.

Nearby Investors

J. JAVAN WEHMEIER
Lisvet Yasly Villanueva Rosas
JAMES WESLEY PFEIL

Nearby Offices

EQUITABLE ADVISORS, LLC · ELKHORN, WI
J.P. MORGAN SECURITIES LLC · ELKHORN, WI
HARBOUR INVESTMENTS, INC. · ELKHORN, WI

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