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Wesley C Steffek

Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL

CRD 5788533

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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:

Current Employers
Gallagher Fiduciary Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-11-05
TX RA APPROVED 2025-11-04
  • IL RA
    APPROVED
    Since 2025-11-05
  • TX RA
    APPROVED
    Since 2025-11-04

Branch Locations

2850 Golf Road, Rolling Meadows, IL 60008 • 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
Valic Financial Advisors Houston TX 08/2010 10/2025
Gallagher Fiduciary Advisors, Llc Rolling Meadows IL 11/2025 Present
Osaic Wealth, Inc. Scottsdale AZ 11/2025 Present
  • 08/2010 → 10/2025
    Valic Financial Advisors
    Houston, TX
  • 11/2025 → Present
    Gallagher Fiduciary Advisors, Llc
    Rolling Meadows, IL
  • 11/2025 → Present
    Osaic Wealth, Inc.
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-03
S63 Uniform Securities Agent State Law Examination 2010-09-28
  • S65 Uniform Investment Adviser Law Examination
    2013-05-03
  • S63 Uniform Securities Agent State Law Examination
    2010-09-28

View on SEC IAPD

Nearby Firms

LEADING EDGE WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

ALKA G. OBEROI
Maricel R Betz
Mark Robert Phillips

Nearby Offices

LEADING EDGE WEALTH MANAGEMENT, LLC · ROLLING MEADOWS, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROLLING MEADOWS, IL
AMERIPRISE FINANCIAL SERVICES, LLC · ROLLING MEADOWS, IL

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