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Building 2CALLAHAN FINANCIAL PLANNING

Map pinTREYNOR, IA
Phone(800) 991-5195
NotebookSEC #801-121322
Total AUM
$86.3M
Employees
3
Clients
87

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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