Allison Lorraine Law-Tatko

Employer firm

Gallagher Fiduciary Advisors, LLC CRD 146509

$195B regulatory AUM 300 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2015 → 06/2024
  Plexus Financial Services, Llc
  Deer Park, IL
• 07/2024 → 08/2024
  Triad Advisors
  Atlanta, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Rolling Meadows, IL
• 12/2024 → Present
  Gallagher Fiduciary Advisors, Llc
  Rolling Meadows, IL

Previous Registrations

• 2022-03-16 → 2024-05-31
  Plexus Financial Services, Llc
  Deer Park, IL
  Deer Park, IL
  Deer Park, IL

Other Businesses

1)Gallagher Benefit Services;2850 Golf Rd,Rolling Meadows,IL 60008;corporation;area senior vice president;6/17/2024;6.5 hrs during trading;advising CFOs,HR directors,and plan administrators on the design,installation and administration of defined contribution plans,defined benefit plans,health & welfare programs and benefit outsourcing 2)Gallagher Fiduciary Advisors;investment related;2850 Golf Rd,Rolling Meadows,IL 60080;SEC registered firm;senior area vice president;6/17/2024;110 hrs/month;6.5 hrs during trading;serve a retirement plan advisor by advising CFOs,HR directors and plan administrators on the design,installation and administration of defined contribution plans,defined benefit plans

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-08
• S63 Uniform Securities Agent State Law Examination
  2011-09-07

Other Names

• Allison L Hill
• Allison L Law
• Allison Lorraine Law-Barlow
• Allison Lorraine Winge
• Allison Lorraine Barlow