MEET YOUR TEAM HOW WE HELP LEARNING CENTER FREE DOWNLOADS GET IN TOUCH CLIENT LOGINS Our Story Celebrating 50 Years of Serving Others YOUR FINANCIAL PARTNERS OUR STORY GIVING BACK Our Mission Statement Is Simple. We exist to bless our clients, team and the communities where we live and work. Our vision is to be the most trusted for our professional knowledge, integrity and personalized service. Here’s How We Got Started Our multigenerational family company has roots in Manistee, Michigan dating back to 1969. That’s when Richie Callesen, father of our current CEO, Nicholas, made his way into the financial services industry. We’re proud of where we started and how far we’ve come, and we’re excited to make you and your legacy a part of our firm’s future. 1969 Richie Callesen leaves his job at Michigan Tool to begin door-to-door sales of life insurance in Manistee, Michigan. 1973 Rich becomes one of the top life insurance salesmen in the country, qualifying for the Million Dollar Round Table. Mid-1980’s Callesen & Associates expands their offerings to include mutual funds. Early 1990’s Focused entirely on investments, the firm phases life insurance sales out completely. 1992 Nick Callesen graduates from Central Michigan University with a Bachelor of Science in Business Administration with a major in Finance and begins his career with large investment firms in Grand Rapids and Indianapolis. 1996 With an immense amount of growth in the firm, Nick and Thea Callesen return to Manistee to help Richie and his wife, Natalie, run the family business. 2001 Richie retires, and Nick and Thea purchase the firm. 2011 Callesen & Associates became Callesen Wealth Management and adopts a new strategy of investing in individual stocks and stock ETFs, with less reliance on mutual funds. 2012 Ryan Gorman becomes Chief Investment Officer and wealth advisor. 2016 Ryan becomes a shareholder in the company. 2019 Callesen Wealth Management celebrates 50 years. And Here’s Where We’re Headed Our Commitment to the Future With a focus on bringing our clients experienced, knowledgeable advice, our team today offers an impressive array of educational backgrounds including multiple majors in Finance, a CFA, two CMTs and one AIF. As we grow and change, we’re dedicated to always helping our clients stay focused on where they want to go, how to get there and what needs to happen to realize their dreams. Excited to Be a Part of Our Future? JOIN US TODAY Manistee Office 331 First Street PO Box 396 Manistee, MI 49660 Phone: (231) 723-8373 Fax: (231) 723-5588 Toll-Free: (800) 828-6655 Grand Rapids Office 1500 E Beltline SE Ste 205 Grand Rapids, MI 49506 Phone: (616)512-9229 Fax: (231) 723-5588 Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Callesen Wealth Management are not affiliated. The information given herein is taken from sources that I FP Advisors, LLC, dba Independent Financial Partners (IFP), IFP Securities LLC, dba Independent Financial Partners (IFP), and its advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies mentioned in this publication as IFP does not provide tax and/or legal advice. Opinions expressed are subject to change without notice and do not take into account the particular investment objectives, financial situation, or needs of individual investors. Powered by Twenty Over Ten