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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-10-17 |
Branch Locations
2586 7Th Ave E #304, North St Paul, MN 55109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gallagher Financial Services, Inc. | North St. Paul | MN | 10/2019 | Present |
| Choice Bank | Eagan | MN | 03/2019 | 08/2019 |
| U.S. Bank - Private Wealth Management | Minneapolis | MN | 12/2016 | 02/2019 |
| Unemployed | St Louis Park | MN | 09/2019 | 09/2019 |
| North Star Bank | Roseville | MN | 08/2015 | 12/2016 |
| Commonwealth Financial Network | San Diego | CA | 09/2022 | 10/2025 |
| Osaic Wealth Inc | North St Paul | MN | 10/2025 | Present |
Gallagher Financial Services, Inc., sale of all insurance products 2586 7th Ave E #304, North Saint Paul, MN 55109, Agent, 10 hours per month, 10 hours during trading hours GALLAGHER FINANCIAL SERVICES, INC. POSITION: Client Support & Service NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/08/2019 ADDRESS: 2586 7th Ave E, Ste 304, North Saint Paul MN 55109, United States DESCRIPTION: Gathering client data, pre-filling paperwork, setting up new client accounts, placing securities trades GALLAGHER FINANCIAL SERVICES, INC.-DBA POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 09/18/2025 ADDRESS: 2586 7th Ave, Ste 304, North Saint Paul MN 55417, United States DESCRIPTION: The purpose of this OBA is to disclose my DBA under Gallagher Financial Services, Inc. GALLAGHER FINANCIAL SERVICES, INC.-FIXED INSURANCE POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/18/2025 ADDRESS: 2586 7th Ave E, Ste 304, North Saint Paul MN 55109, United States DESCRIPTION: I offer and sell various fixed insurance products that include but are not limited to the following: life, health, disability, fixed annuities, and long-term care.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-09 |
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