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Kathleen Ann Nilsson

Gallagher Fiduciary Advisors, LLC

San Francisco, CA

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Current Employers
Gallagher Fiduciary Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-02
  • CA RA
    APPROVED
    Since 2025-10-02

Branch Locations

50 California Street, 12Th Floor, San Francisco, CA 94111 • 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
Winans International Novato CA 01/2012 10/2018
Lpl Financial, Llc Novato CA 11/2018 10/2025
Global Retirement Partners, Llc Novato CA 12/2018 10/2025
Gallagher Fiduciary Advisors, Llc San Francisco CA 10/2025 Present
Osaic Wealth, Inc. Scottsdale AZ 12/2025 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-12-29
S65 Uniform Investment Adviser Law Examination 2014-03-15
  • S63 Uniform Securities Agent State Law Examination
    2018-12-29
  • S65 Uniform Investment Adviser Law Examination
    2014-03-15
Other Names
  • Kathleen Cuenco
  • Kathleen Ann Mclaughlin
  • Kathleen Ann Mclaughlin Cuenco
  • Kathleen Mclaughlin Nilsson
  • Kathleen Ann Mclaughlin Nilsson

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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