Nicholas Kevin Callesen

Current Employers

Employment History

• 09/2009 → 05/2019
  Lpl Financial, Llc
  Manistee, MI
• 03/2014 → Present
  Independent Financial Partners
  Manistee, MI
• 05/2019 → Present
  Ifp Securities, Llc
  Manistee, MI

Previous Registrations

• 2009-09-08 → 2015-10-29
  Lpl Financial Llc
  Manistee, MI
• 2009-02-20 → 2009-09-08
  Mutual Service Corporation
  Boston, MA
  Manistee, MI

Other Businesses

1. 7/20/2010: Fixed Insurance - Investment Related - Agent- 331 First Street, Manistee, MI 49660 - Sales and Service of fixed insurance products through various carriers, Life Insurance, Fixed Annuities, LTC, DII, 1 hr/mo, 1 hr/mo during trading hours 2.3/14/2014- Callesen Wealth Management - 331 First Street, Manistee, MI 49660 -S Corp -Investment Related- Entity Owner 90%- Entity used for securities and advisory business. 4 hrs/month, 2 hrs/mo during trading hours. 3. 08/01/2001: REAL ESTATE RENTAL - CALLESEN GOLD COAST REALTY, LLC - I OWN THE BUILDING THAT MY OFFICE OCCUPIES THROUGH A REAL ESTATE COMPANY THAT I ALSO OWN. MY INVESTMENT BUSINESS RENTS OFFICE SPACE FROM THIS REALTY COMPANY. THE BUILDING ALSO HAS A RESIDENTIAL RENTAL UNIT UPSTAIRS THAT WE RENT OUT TO AN INDIVIDUAL - TIME SPENT 0 hrs/mo - MANISTEE, MI. 4. 11/30/2012 - The Callesen Foundation - 290 Dunes Drive, Manistee, MI 49660 - Investment Related - Charitable Giving Non Profit 501(c)(3) - Non-Profit Board Member - Time Spent 1hr/mo - Family foundation. 5. 05/04/2012- Callesen Wealth Management- 331 First Street, Manistee, MI 49660 - Investment Related - At Reported Business Location(s) - DBA for IFP SECURITIES Business - 20 Hours Per Month During Securities Trading. 6. 8/20/2020 - Tiny Developers - Not Investment Related - 495 8th Street, Manistee, MI 49660 - Develop and build tiny homes for the homeless - Treasurer - Paying bills for business - 2 hrs/month, 0 hrs/month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-11
• S63 Uniform Securities Agent State Law Examination
  1992-10-23

Other Names

• Nick Callesen