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Current Employers
Gallagher Fiduciary Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-04-14
  • LA RA
    APPROVED
    Since 2022-04-14

Branch Locations

4041 Essen Lane, Suite 400, Baton Rouge, LA 70809 • 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
Diversified Investment Advisors Cedar Rapids IA 03/2009 08/2018
Diversified Investors Securities Corp. Cedar Rapids IA 04/2009 08/2018
Kestra Investment Services, Llc. Covington LA 09/2018 03/2022
Arthur J. Gallagher Covington LA 08/2018 09/2018
Kestra Advisory Services, Llc. Covington LA 09/2018 03/2022
Triad Advisors Norcross GA 03/2022 08/2024
Gallagher Fiduciary Advisors, Llc Baton Rouge LA 04/2022 Present
Osaic Wealth, Inc. Baton Rouge LA 08/2024 Present
  • 03/2009 → 08/2018
    Diversified Investment Advisors
    Cedar Rapids, IA
  • 04/2009 → 08/2018
    Diversified Investors Securities Corp.
    Cedar Rapids, IA
  • 09/2018 → 03/2022
    Kestra Investment Services, Llc.
    Covington, LA
  • 08/2018 → 09/2018
    Arthur J. Gallagher
    Covington, LA
  • 09/2018 → 03/2022
    Covington, LA
  • 03/2022 → 08/2024
    Triad Advisors
    Norcross, GA
  • 04/2022 → Present
    Baton Rouge, LA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Baton Rouge, LA
Previous Registrations
Other Businesses

1)Business Name: Gallagher Fiduciary Advisors Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Investment Consulting Position: Area 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 Vice President Start Date: 08/31/2018 Hours Per Month: 40 Hours Per Day: 2 Duties: Retirement plan consulting 3)Lincoln Financial Group;not investment related;1300 South Clinton Street,Ft Wayne,IN 46802;advisory council member;1/1/2022;0 hrs/month;0 hrs during trading;share and receive insight and feedback related to topics and trends that are,or have the potential to,impact the retirement industry

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-16
S63 Uniform Securities Agent State Law Examination 2011-04-26
  • S65 Uniform Investment Adviser Law Examination
    2018-11-16
  • S63 Uniform Securities Agent State Law Examination
    2011-04-26
Other Names
  • Tom Jacob Tielbur
  • Tommy Jacob Tielbur

View on SEC IAPD

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