Wells Fargo Advisors
38yrs
Top advisor by experience in Elkhorn
6yrs
Callahan Tully
Financial advisor at Wells Fargo Advisors
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office1534 Fairway Lane, Elkhorn, WI 53121
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2021 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- Mar 2021 – Jun 2021Equitable Advisors, LLCPreviously
Questions to ask Callahan
Tailored to Callahan’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 Callahan
How do I contact Callahan?
Call Wells Fargo Advisors at 314-875-3000 and ask for Callahan Tully. Callahan works from the Elkhorn, WI office.
How long has Callahan been a financial advisor?
Callahan has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Callahan hold?
Series 66. Tap any license on this page to see what it allows.
Is Callahan a fiduciary?
Callahan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Callahan paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Callahan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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