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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 | 2026-02-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Manistee Golf & Country Club | Manistee | MI | 01/2016 | 07/2020 |
| Dempsey Manor | Manistee | MI | 06/2020 | 09/2020 |
| Manistee High School | Manistee | MI | 09/2016 | 01/2022 |
| Poke Packs Llc/Up North Collectors | Manistee | MI | 01/2021 | Present |
(1) Callesen Wealth Management - DBA - Investment Related - 331 First St Manistee, Mi 49660 - Investment Advisor - Employee - Registered Assistant - Feb 02, 2026 - 160 hours/month - 130 hours/month during trading - I perform administrative duties such as opening new accounts, and doing all other clerical work. I also execute trades through advisor X upon instruction and perform advisor duties under the supervision of another advisor. (2) Up North Collectors - not investment related - 339 River St - retail sports cards and memorabilia - owner - start date Jan 1, 2021 - 40 hours/month - 4 during trading hours - manages operations, inventory, and staff
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-13 |
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