Kevin Egan

Kevin Egan Email and Phone Number

Financial Advisor at Callahan Financial and Principal at WealthCor LLC @ WealthCor
Kevin Egan's Location
Cincinnati, Ohio, United States, United States
Kevin Egan's Contact Details

Kevin Egan work email

Kevin Egan personal email

n/a

Kevin Egan phone numbers

About Kevin Egan

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.

Kevin Egan's Current Company Details
WealthCor

Wealthcor

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Financial Advisor at Callahan Financial and Principal at WealthCor LLC
Kevin Egan Work Experience Details
  • Wealthcor
    Principal
    Wealthcor Apr 2016 - Present
    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.
  • Callahan Financial
    Director Of Business Development
    Callahan Financial Jan 2012 - Present
    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.
  • Seal Pak Corporation
    President
    Seal Pak Corporation 1992 - Dec 2011
    Cincinnati Oh

Kevin Egan Skills

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 Strategic Planning Securities Life Insurance Marketing

Kevin Egan Education Details

Frequently Asked Questions about Kevin Egan

What company does Kevin Egan work for?

Kevin Egan works for Wealthcor

What is Kevin Egan's role at the current company?

Kevin Egan's current role is Financial Advisor at Callahan Financial and Principal at WealthCor LLC.

What is Kevin Egan's email address?

Kevin Egan's email address is ke****@****ncy.com

What is Kevin Egan's direct phone number?

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What schools did Kevin Egan attend?

Kevin Egan attended University Of Cincinnati College Of Business.

What skills is Kevin Egan known for?

Kevin Egan has skills like 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, Strategic Planning, Securities, Life Insurance, Marketing.

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