Financial Planning for Life
Contact Us: 913-681-5800

Investment Planning

As an independent financial planning firm with access to world-class products and services, Callison & Advisors gives you the best of both worlds. Dean Callison is a Registered Representative with First Heartland Capital, Inc., and also an Investment Advisor through First Heartland Consultants, Inc., a Registered Investment Advisory firm in Lake Saint Louis, Missouri. In addition, our clearing services are provided through Pershing LLC, the largest provider of clearing, custody, and business solutions for financial organizations in the industry. Pershing LLC operates under parent company Bank of New York Mellon Corporation, the nation’s oldest continuously operating bank.

This means that you get the objective advice and great client interaction of an independent firm, while also reaping the benefits of institutional money managers and specialized vendors. These services, as well as your account balances, portfolio holdings, and tax statements, are available to you every day, and our Anytime, Anywhere Access allows you to check your accounts on the go.

Contact our office today for a proposal on how our investment planning solutions can benefit you and your family.

Callison & Advisors

9393 West 110th Street
Suite 500
Overland Park, KS 66213
Phone: 913-681-5800
Fax: 913-851-0455

Business Hours

Monday:
Tuesday:
Wednesday:
Thursday:
Friday:
Saturday:
Sunday:
9am to 5pm
9am to 5pm
9am to 5pm
9am to 5pm
9am to 5pm
Closed
Closed

Client Access

Callison and Advisor clients may access account information using the client access link below