Our company originated in 1969 when Richie Callesen left his job at Michigan Tool to begin door-to-door sales of life insurance in Manistee, Michigan. By 1973, Rich had become one of the top life insurance salesmen in the country, qualifying for the Million Dollar Round Table.
In the mid-1980’s Callesen & Associates expanded their offerings to include mutual funds. By the early 1990’s life insurance sales had been completely phased out. In 1992 Nick Callesen graduated from Central Michigan University with a degree in Finance and would begin his career with large investment firms in Grand Rapids and Indianapolis.
By 1996, Richie and his wife, Natalie, had grown Callesen & Associates to the point they needed the help of an additional advisor. Nick and Thea Callesen returned to Manistee to help run the family business.
In 2001, Richard Callesen retired and Nick and Thea purchased the firm.
In 2007, John Kruse came on board as office manager.
In 2010, Callesen & Associates became Callesen Wealth Management. At this point the firm adopted a new strategy of investing in individual stocks and stock ETFs, with less reliance on mutual funds.
In 2012 Ryan Gorman assumed his position of Chief Investment Officer and wealth advisor. By 2016 he had become an owner in the company.
Our Commitment To The Future
“Today, our staff of seven experienced professionals has the education, the understanding, and the enthusiasm to provide a complete client experience that constantly raises the bar. Callesen Wealth Management plans to continue to grow and change in ways that provide additional benefits to our clients and our community.
We do everything in our power to keep our clients focused on where they want to go, advise them how to get there, and remind them of the importance of maintaining a disciplined approach to realize their dreams.
Not only do clients find that our team members are knowledgeable, but they also discover that our staff truly cares about helping them pursue their dreams. We love to celebrate the successes of our clients and their families. It is the sense of community and family that drives our passion every day.”
No strategy assures success or protects against loss.
Investing in stocks and mutual funds involves risk, including possible loss of principal.
An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.