Best Investors Account Sign in
Inactive

Ian Michael Gallagher

Carlson Financial

Topeka, KS

Glen Allen, VA

Claim This Profile
Current Employers
Carlson Financial

1201 Sw Oakley Avenue, Topeka, KS 66604 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-03-02
VA RA APPROVED 2026-03-02
  • CO RA
    APPROVED
    Since 2026-03-02
  • VA RA
    APPROVED
    Since 2026-03-02

Branch Locations

1201 Sw Oakley Avenue, Topeka, KS 66604 • United States

5207 Hickory Park Dr Suite E, Glen Allen, VA 23059 • 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
Carlson Financial Glen Allen VA 09/2024 Present
Phreesia New York NY 08/2019 11/2023
Scribe America - New York Presbyterian Hospital New York NY 06/2018 08/2019
University Of Richmond Richmond VA 08/2014 05/2018
Unemployed Richmon VA 01/2023 08/2024
  • 09/2024 → Present
    Carlson Financial
    Glen Allen, VA
  • 08/2019 → 11/2023
    Phreesia
    New York, NY
  • 06/2018 → 08/2019
    Scribe America - New York Presbyterian Hospital
    New York, NY
  • 08/2014 → 05/2018
    University Of Richmond
    Richmond, VA
  • 01/2023 → 08/2024
    Unemployed
    Richmon, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-02
  • S65 Uniform Investment Adviser Law Examination
    2026-03-02

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AE WEALTH MANAGEMENT, LLC
OFG FINANCIAL SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
PROACTIVE CAPITAL MANAGEMENT, INC.

Other Investors

THERESA A YOUNG
ALLISON ANNE ARMITAGE
MARK E YOUNG
JOSEPH GERALD PROKOP
KURT C GUTH
Joshua Matthew Wyatt
Christopher Lee Jones
Jacob Allen Lindstrom

Other Offices

LPL FINANCIAL LLC · Topeka, KS
LPL FINANCIAL LLC · Topeka, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · TOPEKA, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · TOPEKA, KS
AE WEALTH MANAGEMENT, LLC · Topeka, KS
AE WEALTH MANAGEMENT, LLC · Topeka, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Topeka, KS
OFG FINANCIAL SERVICES, INC. · TOPEKA, KS

More in Topeka, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor