Casey J Callahan

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 04/2017 → 11/2019
  Northwestern Mutual Life Insurance Company
  Elgin, IL
• 09/2018 → 11/2019
  Northwestern Mutual Investment Services Llc
  Elgin, IL
• 05/2014 → 09/2016
  The Great Escape
  Algonquin, IL
• 12/2016 → 12/2017
  University Of Wisconsin Whitewater
  Whitewater, WI
• 02/2020 → 12/2020
  Mass Mutual Life Insurance Co
  Chicago, IL
• 02/2020 → 01/2021
  Mml Investors Services, Llc
  Chicago, IL
• 09/2014 → 12/2019
  University Of Wisconsin Whitewater
  Whitewater, WI
• 04/2021 → 02/2022
  Oneamerica Securities
  Oakbrook Terrace, IL
• 02/2021 → 02/2022
  American United Life
  Oakbrook Terrace, IL
• 02/2022 → 09/2023
  Sagepoint Financial, Inc.
  Grayslake, IL
• 09/2023 → Present
  Osaic Wealth, Inc.
  Village Of Lakewood, IL

Previous Registrations

• 2023-09-01 → 2023-09-07
  Osaic Wealth, Inc.
  Grayslake, IL
• 2023-04-11 → 2023-09-01
  Osaic Services, Inc.
  Grayslake, IL

Other Businesses

CASEY J. CALLAHAN/OSAIC WEALTH POSITION: Insurance Agent NATURE: Individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2017 ADDRESS: 370 Meridian St, Village of Lakewood IL 60014, United States DESCRIPTION: Sell and educate clients on insurance products as they fit into their overall financial plan. CALLAHAN FINANCIAL STRATEGIES POSITION: Owner NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 04/16/2025 ADDRESS: 370 Meridian St, Village of Lakewood IL 60014, United States DESCRIPTION: Financial planning, retirement planning, and investment management for clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-10
• S63 Uniform Securities Agent State Law Examination
  2018-12-21

Other Names

• Casey John Callahan