Callesen Wealth Management

About

Giving you the confidence you need to succeed in these volatile markets.

Story

Callesen & Associates has been providing wealth management, investment management, and retirement planning services since 1969. The company was founded by Richard and Natalie Callesen who then transferred the business to their son, Nick, in 2000. Today, Nick runs the business with the help of his wife of 16 years, Thea, and his amazing staff including John Kruse, Karen Tameling, Jandin Miller and Ryan Gorman.

Nick Callesen has over 20 years of experience in the financial services industry and is a Registered Representative with LPL Financial, the largest independent broker/dealer in the United States*. Nick Callesen's affiliation with LPL Financial provides Callesen & Associates with a deep bench of investment professionals and associates who can help meet the needs of our customers. LPL has invested heavily in their portfolio management technology which helps us to build and manage custom investment portfolios for our client’s unique investment goals, needs and risk tolerance. This powerful combination will help you work towards achieving your financial goals with the confidence you need to succeed in these volatile market.

Nick Callesen's education and 20 years of Wall Street experience during one of the worst decades in history have prepared him to work closely with the firm's clients to help them work towards achieving their financial goals, while staying disciplined with their investments and carefully managing risk.

* As reported by Financial Planning magazine, June 1996-2011, based on total revenue.

Securities offered through LPL Financial, Member SIPC (www.sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial for accuracy or completeness. The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: AL,AZ,CA,CO,FL,IL,IN,KY,MI,NY,OH,OR,TX,WA,WI,WV. Investment advice offered through Independent Financial Partners, a registered investment advisor. Independent Financial Partners and Callesen Wealth Management are separate entities from LPL Financial.