Harold Kirschner has been an investment adviser representative at Callahan Capital Management since January 2023, and is not listed among the firm’s executive officers or direct owners. Harold Kirschner holds a Bachelor of Science in Aerospace Engineering from Parks College of St. Louis University and a Master's in Business Administration from the University of Houston – Clear Lake.
Callahan Capital Management Inc is a Steamboat Springs, CO firm with $217M under management, 389 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Harold Kirschner works in Investments and Financial planning at Callahan Capital Management, in its Denver Tech Center office. He has provided personal financial planning and investment management services to clients since 1998. Before working as a financial advisor, he worked as an aerospace engineer for over 10 years.
Harold Kirschner’s longest registration was 18 years at Sharkey Howes & Javer Inc (2004–2023). Before joining Callahan Capital Management in 2023, Harold Kirschner was registered through Sharkey Howes & Javer Inc and Integrated Concepts Inc.
- Callahan Capital ManagementCurrent– present · 3 yearsCentennial, CO · Adviser representative · Firm CRD 110568
- Sharkey Howes & Javer Inc– · 18 yearsDenver, CO · Adviser representative · Firm CRD 106050
- Integrated Concepts Inc– · 4 yearsLakewood, CO · Adviser representative · Firm CRD 106589
Professional designations
Listed by Callahan Capital Management
- CFP®
Investment adviser representative registrations
Harold Kirschner is registered as an investment adviser representative in 2 states. The first approvals date from January 2023; the most recent is Texas, in March 2025.
- ColoradoSince 20 January 2023
- TexasSince 20 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 April 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Harold Walter Kirschner
- CRD
- 4566673
- Firm
- Callahan Capital Management · CRD 110568
- Office
- 9110 East Nichols Ave., #122, Centennial, CO 80112
- Registration
- Investment adviser registration
- In the industry since
- February 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- callahancapital.com
Where does Harold Kirschner work?
Harold Kirschner is an investment adviser representative registered through Callahan Capital Management Inc since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Harold Kirschner a financial advisor?
Yes. Harold Kirschner has a current investment-adviser registration in Colorado and Texas, through Callahan Capital Management since January 2023.
How many years of experience does Harold Kirschner have?
Harold Kirschner has 27 years in the financial industry, since February 1999, across 3 adviser firms.
What exams has Harold Kirschner passed?
Harold Kirschner passed the Series 65 in April 2000.
Where did Harold Kirschner work before Callahan Capital Management?
Before Callahan Capital Management, Harold Kirschner was registered through Sharkey Howes & Javer Inc, January 2004 to January 2023; Integrated Concepts Inc, January 1999 to December 2003.
Where is Harold Kirschner based?
Harold Kirschner’s registered office is in Centennial, CO.
Is Harold Kirschner registered with FINRA?
No. Harold Kirschner has no current broker registration.
Is Harold Kirschner a CFP?
Callahan Capital Management lists Harold Kirschner with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Harold Kirschner’s record?
Search CRD 4566673 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Harold Kirschner’s full registration record.
