Edward Jones
22yrs
Top advisor by experience in Amery
10yrs
Michael Callanan
Full name on record: Michael Patrick Callanan
Financial advisor at Cetera Investment Advisers
Based in Amery, Wisconsin, Michael Callanan is a fiduciary financial advisor with 10 years of industry experience. Michael joined Cetera Investment Advisers in 2025, after eight years at Avantax Advisory Services. Michael holds the CFP® designation.
One of 6 advisors with offices in Amery, and one of 6 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office741 Harriman Ave.,, Amery, WI 54001
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – nowCetera Investment Advisers LLCCurrent firm
- 2017 – 2025Avantax Advisory ServicesPreviously
Contact Michael
741 Harriman Ave.,Amery, WI 54001Office · Get directions Firm main line(310) 257-7880Headquarters: Cetera Investment Advisers · Schaumburg, IL
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Michael Callanan. Michael works from the Amery, WI office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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