MEET YOUR TEAM HOW WE HELP LEARNING CENTER FREE DOWNLOADS GET IN TOUCH CLIENT LOGINS Learn More About Your Team At Callesen Wealth Management YOUR FINANCIAL PARTNERS OUR STORY GIVING BACK Taking a Team Approach to Optimizing Your Financial Future We believe that a team approach adds a broader perspective to the work we do, maximizes our ability to exceed the expectations of our clients and ensures that every detail gets the attention you deserve. Did You Know? As of 2019, Callesen Wealth Management has been dedicated to serving others for 50 years. This milestone is a proud moment for our entire team, and something we're excited to share with our clients. READ OUR STORY Meet Your Dedicated Team Nicholas K. Callesen, CMT, AIF CHIEF EXECUTIVE OFFICER/ WEALTH ADVISOR Sarah Dunn ADMINISTRATIVE ASSISTANT Ryan Gorman, CFA, CMT, BFA CHIEF INVESTMENT OFFICER/ WEALTH ADVISOR Jandin Miller VICE PRESIDENT OF OPERATIONS / WEALTH ADVISOR Norah Benson MARKETING & EVENT COORDINATOR / CLIENT SERVICE MANAGER John Kruse EXECUTIVE ASSISTANT / OFFICE MANAGER 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