Our Partners in our
IFP Network
Nicholas K. Callesen, CMT, AIF
Nick grew up in Manistee, working in the family business. He has had every job from filing client statements as a teenager to cleaning the office to opening new accounts and now, he is the CEO. Today his focus is obsessing over the client experience, meeting with clients and managing investment strategies.
Nick graduated from college in 1992 and moved to Grand Rapids Michigan where he worked in the financial services industry. He met his wife Thea there and they were married in 1996. Today they live in Manistee and have two children, Mason and Rachel.
His favorite pastimes include running, hunting and traveling with his wife and kids
Education:
- Central Michigan University. Bachelor of Science in Business Administration. Major: Finance
- Chartered Market Technician (CMT) designation
- Accredited Investment Fiduciary (AIF).
GETTING TO KNOW NICK
Favorite Food: Pizza or spaghetti. It’s a tie.
Favorite quote: “Goin that one more round, when ya don’t think ya can. That’s what makes all the difference.” – Rocky Balboa
Favorite holiday: Independence Day
Favorite movie: Anything with Al Pacino
What motivates you: building something that endures long after I’m gone
A place you would like to visit: Ireland
Something on your bucket list: Run the Boston Marathon