Michael William Gallagher

Employer firm

Pecaut Wealth Management CRD 2997

$382M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Periodicals / newsletters
• MAKES INVESTMENT RECOMMENDATIONS

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

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

Current Employers

Employment History

• 03/2015 → 05/2019
  Geneos Wealth Management, Inc.
  Portland, OR
• 03/2015 → 04/2021
  The Partners Group
  Portland, OR
• 03/2015 → 04/2021
  Tpg Financial Advisors, Llc
  Portland, OR
• 04/2021 → Present
  Pecaut & Co
  Sioux City, IA

Previous Registrations

• 2015-03-30 → 2021-04-01
  Tpg Financial Advisors, Llc
  Portland, OR
• 2015-03-26 → 2019-06-04
  Geneos Wealth Management, Inc.
  Portland, OR
• 2009-06-01 → 2015-04-07
  Morgan Stanley
  Portland, OR
• 2007-07-18 → 2009-06-01
  Morgan Stanley & Co. Llc
  Portland, OR

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-06-27
• S65 Uniform Investment Adviser Law Examination
  2007-06-13

Designations

• Chartered Financial Analyst

Other Names

• Mike Gallagher