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Carly Frances Prentice Bell

Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL

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Current Employers
Gallagher Fiduciary Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-07-16
  • IL RA
    APPROVED
    Since 2026-07-16

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
Lockton Financial Advisors Chicago IL 05/2009 12/2021
Lockton Companies, Llc Chicago IL 05/2009 12/2021
Lockton Investment Advisors, Llc Chicago IL 05/2009 04/2022
Creative Planning, Llc Overland Park KS 12/2021 08/2025
Gallagher Fiduciary Advisors, Llc Rolling Meadows IL 10/2025 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-07-09
S65 Uniform Investment Adviser Law Examination 2007-07-26
  • 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

View on SEC IAPD

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Other 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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROLLING MEADOWS, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Rolling Meadows, IL
LPL FINANCIAL LLC · ROLLING MEADOWS, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROLLING MEADOWS, IL
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