Michael James Callan

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/2000 → Present
  Citizens First Bank (Formerly: First National Bank Of Viroqua)
  Viroqua, WI
• 11/2017 → Present
  Lpl Financial Llc
  Sparta, WI
• 01/2000 → 11/2017
  Investment Centers Of America, Inc.
  Sparta, WI
• 09/2021 → 06/2024
  Ica Group Wealth Management, Llc
  Viroqua, WI

Previous Registrations

• 2022-05-04 → 2024-08-30
  Ica Group Wealth Management, Llc
  Viroqua, WI
  Denver, CO
• 2000-02-10 → 2017-11-29
  Investment Centers Of America, Inc.
  Viroqua, WI
  Viola, WI
  Sparta, WI
  Trempeleau, WI
  Sparta, IL
  Sparta, IL
  Viroqua, WI
  Centerville, WI
  Walworth, WI

Other Businesses

1. 11/29/2017 - Callan Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 3/2013. 2. 7/10/2018 - United Life Insurance Agency - Investment Related - At Reported Business Location(s) - Insurance Agency - Agent - Start Date: 12/04/2017 - 5 Hours Per Month/5 Hours During Securities Trading - Life/fixed annuities.

Exams

• S66 Uniform Combined State Law Examination
  1998-11-30