Amalia Maryvonne Beer

Employer firm

Gallagher Fiduciary Advisors, LLC CRD 146509

$195B regulatory AUM 300 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 03/2022
  Kestra Financial Services, Inc.
  Austin, TX
• 03/2022 → 08/2024
  Triad Advisors
  Norcross, GA
• 06/2014 → 03/2022
  Gallagher Benefit Services, Inc.
  Rolling Meadows, IL
• 04/2022 → Present
  Gallagher Fiduciary Advisors, Llc
  Rolling Meadows, IL
• 08/2024 → Present
  Osaic Wealth, Inc.
  Rolling Meadows, IL

Previous Registrations

• 2016-04-19 → 2022-03-31
  Kestra Advisory Services, Llc
  Chicago, IL
  Austin, TX
  Rolling Meadows, IL
• 2014-06-23 → 2016-09-22
  Kestra Investment Services, Llc
  Chicago, IL
  Rolling Meadows, IL
• 2005-01-10 → 2014-06-18
  Principal Securities, Inc.
  Downers Grove, IL
  Des Moines, IA
  Lombard, IL
  Downers Grove, IL
  Lombard, IL

Other Businesses

1. Business Name: Gallagher Fiduciary Advisors Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Investment Consulting Position: Area Executive Vice President Start Date: 04/01/2022 Hours Per Month: 140 Hours Per Day: 6 Duties: Retirement plan consulting 2. Business Name: Gallagher Benefit Services Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Retirement Plan Consulting Services Position: Area Executive Vice President Start Date: 06/16/2014 Hours Per Month: 40 Hours Per Day: 2 Duties: Retirement plan consulting

Exams

• S66 Uniform Combined State Law Examination
  2005-01-07
• S63 Uniform Securities Agent State Law Examination
  2004-05-21

Other Names

• Molly Maryvonne Boone
• Amalia M Boone
• Amalia Maryvonne Boone