Callison & Advisors

Finance · Kansas, United States · 1-10 Employees

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Overview

Headquarters

7381 W 133rd St Ste 200, Overland Park, ...

Phone Number

(913) 681-5800

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Callison & Advisors

Callison & Advisors is an independent financial planning and investment management firm with over 30 years of experience, offering a range of services including estate planning, financial planning, insurance planning, investment planning, philanthropic planning, and retirement planning. The firm focuses on providing holistic financial strategies and advice tailored to meet the needs of clients across multiple states. With a client-centered approach, they aim to help families balance their current lifestyle with future financial goals. Their commitment to understanding market trends allows clients to feel confident in their financial decisions.Explore more
Popular SearchesCallison & AdvisorsCallisonandadvisorsCallison & Advisors Inccallisonandadvisors.comCallison Advisors IncSIC Code 62,628NAICS Code 52,523Show more

Callison & Advisors Org Chart

PhoneEmail
DC
United States flag for contact location.

Client Services Specialist

PhoneEmail
DC
United States flag for contact location.

Financial Planner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Callison & Advisors

<$5M
1-10
Private
-
1995
DC
Diane CallisonClient Services Specialist
<$5M
1-10
Private
-
1996
KH
Katrina HermansonChief Operating Officer
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
1934
RC
Robert ConatyVice President, Wealth Management
<$5M
11-50
Private
-
1994
Scott Bordelon, Chief Information Officer at BEAM Wealth Advisors
Scott BordelonChief Information Officer
<$5M
1-10
Private
-
2005
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Callison & Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Callison & Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Callison & Advisors.

Callison & Advisors Tech Stack

A closer look at the technologies used by Callison & Advisors

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Frequently Asked Questions Regarding Callison & Advisors

What is Callison & Advisors's official website?
Callison & Advisors's official website is www.callisonandadvisors.com
What is Callison & Advisors's Revenue?
Callison & Advisors's revenue is <$5 Million
What is Callison & Advisors's SIC code?
Callison & Advisors's SIC: 62,628
What is Callison & Advisors's NAICS code?
Callison & Advisors's NAICS: 52,523
How many employees does Callison & Advisors have?
Callison & Advisors has 1-10 employees
What industry does Callison & Advisors belong to?
Callison & Advisors is in the industry of: Finance, Securities Trading
What is Callison & Advisors competition?
Callison & Advisors top competitors include: Nobile Hinchey Private Wealth Management, BEAM Wealth Advisors, Bloomingdale Investments, Harvest Wealth Advisors
What technology does Callison & Advisors use?
Some of the popular technologies that Callison & Advisors uses are: Cloudflare Website Optimization, Smarsh, Google Tag Manager, GoDaddy DNS
How do I contact Callison & Advisors?
Callison & Advisors contact info: Phone number: (913) 681-5800 Website: www.callisonandadvisors.com
What does Callison & Advisors do?

Callison & Advisors is an independent financial planning and investment management firm with over 30 years of experience, offering a range of services including estate planning, financial planning, insurance planning, investment planning, philanthropic planning, and retirement planning. The firm focuses on providing holistic financial strategies an... d advice tailored to meet the needs of clients across multiple states. With a client-centered approach, they aim to help families balance their current lifestyle with future financial goals. Their commitment to understanding market trends allows clients to feel confident in their financial decisions.Read More

Is Callison & Advisors a public company?
Callison & Advisors is private company therefore does not currently have an official ticker symbol
See more information about Callison & Advisors

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