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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-01-23 |
Branch Locations
8535 East 21St Street Suite 200, Wichita, KS 67206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group (Formerly Cpi Qualified Plan Consultants) | Great Bend | KS | 06/2005 | 09/2016 |
| Benefit Management, Llc | Great Bend | KS | 09/2016 | 10/2021 |
| Gallagher | Manhattan | KS | 10/2021 | 01/2022 |
| Kestra Investment Services, Llc | Manhattah | KS | 02/2022 | 03/2022 |
| Triad Advisors | Norcross | GA | 03/2022 | 08/2024 |
| Gallagher Fiduciary Advisors, Llc | Wichita | KS | 09/2023 | Present |
| Osaic Wealth, Inc. | Manhattan | KS | 08/2024 | Present |
1. GALLAGHER FIDUCIARY ADVISORS, LLC POSITION: Retirement Plan Consultant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 10/25/2021 ADDRESS: 2850 Golf Road, Rolling Meadows IL 60008, United States DESCRIPTION: institutional retirement plan consulting 2. GALLAGHER BENEFIT SERVICES, INC POSITION: Retirement Plan Consultant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/25/2021 ADDRESS: 2850 Golf Road, Rolling Meadows IL 60008, United States DESCRIPTION: Institutional Retirement Plan Consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-04 |
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