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@callahancincy.com
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2 phones found area 513
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LinkedIn matched
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Kevin Egan is listed as Principal at WealthCor, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at callahancincy.com, phone signal with area code 513, and a matched LinkedIn profile for Kevin Egan.
Kevin Egan previously worked as Director of Business Development at Callahan Financial and President at Seal Pak Corporation. Kevin Egan holds Bachelor Of Business Administration (Bba), Marketing from University Of Cincinnati College Of Business.
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I’m a native Cincinnatian who graduated from the University of Cincinnati in 1986. After spending my early adult life in Colorado I returned to Cincinnati and married my wife Stacy and we have 4 daughters. Prior to joining Callahan Financial, I spent 20 years as a small business owner. I hold my FINRA 7, 24, 66 (registrations held through Fortune Financial Services) and State Life and Health licenses. I’m an avid trail runner, outdoorsman and reside in Loveland OH. I coach my daughter’s youth soccer and volleyball teams and I’m a proud member of the Cincinnati Wolfhounds Rugby Football Hall of Fame.My role at Callahan Financial is two fold. I work with individuals and families in creating financial plans that will act as a roadmap to help pursue their financial and life goals. I also work with senior advisors who are looking to create a better next season to their careers. We have created a long term soft landing succession program that allows the advisor to maintain complete control and flexibility of their business. It’s very comprehensive and offers a wide range of benefits to the advisor and their clients.MGO One Seven LLC (“MGO One Seven”) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Certain Advisory Persons, in their individual capacities are also registered representatives of Fortune Financial Services, Member FINRA/SIPC (FFS). As a registered representative, securities may be offered through FFS, which is separate from MGO One Seven. FFS and MGO One Seven are not affiliated companies. Services are provided under the name Callahan Financial, a DBA of MGO One Seven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.
Listed skills include Series 7 Registration Held Through Lpl Financial, Series 24 Registration Held Through Lpl Financial, Series 66 Registration Held Through Lpl Financial, Investments, and 7 others.
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Cincinnati, Ohio, United States
WealthCor LLC is a Hybrid RIA designed to support independence and provide customized soft landing succession options to senior advisors looking for something other than the industry's standard solutions.
Blue Ash / Cincinnati Ohio
My role at Callahan Financial is two fold. I work with individuals, families and business owners in creating financial plans that will act as a roadmap to help pursue their financial and life goals. I also work with senior advisors who are looking to create a better next season to their careers. We have created a long term soft landing succession program that allows the advisor to maintain control and flexibility of their business. It’s very comprehensive and offers a wide range of benefits to the advisor and their clients.MGO One Seven LLC (“MGO One Seven”) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Certain Advisory Persons, in their individual capacities are also registered representatives of Fortune Financial Services, Member FINRA/SIPC (FFS). As a registered representative, securities may be offered through FFS, which is separate from MGO One Seven. FFS and MGO One Seven are not affiliated companies. Services are provided under the name Callahan Financial, a DBA of MGO One Seven.
Cincinnati Oh
Quick answers generated from the profile data available on this page.
Kevin Egan works for WealthCor.
Kevin Egan is listed as Principal at WealthCor.
AeroLeads has found 1 work email signal at @callahancincy.com for Kevin Egan at WealthCor.
AeroLeads has found 2 phone signal(s) with area code 513 for Kevin Egan at WealthCor.
Kevin Egan is based in Cincinnati, Ohio, United States while working with WealthCor.
Kevin Egan has worked for Wealthcor, Callahan Financial, and Seal Pak Corporation.
You can use AeroLeads to view verified contact signals for Kevin Egan at WealthCor, including work email, phone, and LinkedIn data when available.
Kevin Egan holds Bachelor Of Business Administration (Bba), Marketing from University Of Cincinnati College Of Business.
Kevin Egan is listed with skills including Series 7 Registration Held Through Lpl Financial, Series 24 Registration Held Through Lpl Financial, Series 66 Registration Held Through Lpl Financial, Investments, Asset Allocation, New Business Development, Retirement Planning, and Strategic Planning.
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