Best Investors Account Sign in

Russell G Tieman

Gallagher Fiduciary Advisors, LLC

Madison, WI

Claim This Profile
Current Employers
Gallagher Fiduciary Advisors, Llc

2850 Golf Road, Rolling Meadows, IL 60008 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-04-08
  • WI RA
    APPROVED
    Since 2022-04-08

Branch Locations

834 E. Washington Ave. Ste. 325, Madison, WI 53703 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valmark Securities, Inc. Akron OH 09/2010 02/2018
Valmark Advisers, Inc. Akron OH 01/2014 02/2018
Kestra Financial Services, Inc Madison WI 02/2018 03/2022
Triad Advisors Norcross GA 03/2022 08/2024
Gallagher Fiduciary Advisors, Llc Madison WI 04/2022 Present
Osaic Wealth, Inc. Madison WI 08/2024 Present
  • 09/2010 → 02/2018
    Valmark Securities, Inc.
    Akron, OH
  • 01/2014 → 02/2018
    Valmark Advisers, Inc.
    Akron, OH
  • 02/2018 → 03/2022
    Kestra Financial Services, Inc
    Madison, WI
  • 03/2022 → 08/2024
    Triad Advisors
    Norcross, GA
  • 04/2022 → Present
    Gallagher Fiduciary Advisors, Llc
    Madison, WI
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Madison, WI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-30
S63 Uniform Securities Agent State Law Examination 2000-02-10
  • S65 Uniform Investment Adviser Law Examination
    2013-12-30
  • S63 Uniform Securities Agent State Law Examination
    2000-02-10

View on SEC IAPD

More in Madison, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor