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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
MN RA APPROVED 2026-08-14
  • MN RA
    APPROVED
    Since 2026-08-14

Branch Locations

11980 Portland Avenue, Burnsville, MN 55337 • 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
Kusske Financial, Inc. Burnsville MN 06/2024 08/2024
Kusske Financial, Inc. Burnsville MN 09/2025 Present
Unemployed Rosemount MN 03/2016 08/2019
Janesville Jets Hockey Team Janesville WI 09/2019 10/2020
St. Cloud Norseman Hockey Team St. Cloud MN 11/2020 04/2021
United States Air Force Academy Colorado Springs CO 05/2021 12/2021
Osaic Wealth Scottsdale AZ 08/2025 Present
St. John's University Collegeville MN 01/2022 08/2025
Gallagher Fiduciary Advisors, Llc Burnsville MN 07/2026 Present
  • 06/2024 → 08/2024
    Kusske Financial, Inc.
    Burnsville, MN
  • 09/2025 → Present
    Kusske Financial, Inc.
    Burnsville, MN
  • 03/2016 → 08/2019
    Unemployed
    Rosemount, MN
  • 09/2019 → 10/2020
    Janesville Jets Hockey Team
    Janesville, WI
  • 11/2020 → 04/2021
    St. Cloud Norseman Hockey Team
    St. Cloud, MN
  • 05/2021 → 12/2021
    United States Air Force Academy
    Colorado Springs, CO
  • 08/2025 → Present
    Osaic Wealth
    Scottsdale, AZ
  • 01/2022 → 08/2025
    St. John's University
    Collegeville, MN
  • 07/2026 → Present
    Burnsville, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-29
  • S66 Uniform Combined State Law Examination
    2026-07-29

View on SEC IAPD

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