Carly Frances Prentice Bell

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

• 05/2009 → 12/2021
  Lockton Financial Advisors
  Chicago, IL
• 05/2009 → 12/2021
  Lockton Companies, Llc
  Chicago, IL
• 05/2009 → 04/2022
  Lockton Investment Advisors, Llc
  Chicago, IL
• 12/2021 → 08/2025
  Creative Planning, Llc
  Overland Park, KS
• 10/2025 → Present
  Gallagher Fiduciary Advisors, Llc
  Rolling Meadows, IL

Previous Registrations

• 2021-12-19 → 2025-09-08
  Creative Planning
  Chicago, IL
  Overland Park, KS
• 2009-05-28 → 2022-04-11
  Lockton Investment Advisors, Llc
  Chicago, IL
  Overland Park, KS
• 2007-07-30 → 2009-08-17
  Blue Prairie Group,Llc
  Chicago, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-07-09
• S65 Uniform Investment Adviser Law Examination
  2007-07-26

Other Names

• Carly Frances Prentice
• Carly Frances Klein
• Carly Frances Prentice Bell
• Carly Frances Prentice Bell