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Terra Sue Adelmund

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 2025-03-18
  • IL RA
    APPROVED
    Since 2025-03-18

Branch Locations

2850 Rolling Meadows, 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
Prudential Investment Management Services, Llc Newark NJ 11/2016 06/2021
Prudential Insurance Company Of America Dubuque IA 03/2014 06/2021
Gallagher Fiduciary Advisors, Llc Rolling Meadows IL 06/2024 Present
One Main Financial Dubuque IA 02/2021 04/2021
Premier Bank Dubuque IA 05/2021 02/2022
Cottingham And Butler Dubuque IA 04/2023 06/2024
Nordstrom Dubuque IA 02/2022 04/2022
Green Industrial Dubuque IA 04/2022 04/2023
  • 11/2016 → 06/2021
    Prudential Investment Management Services, Llc
    Newark, NJ
  • 03/2014 → 06/2021
    Prudential Insurance Company Of America
    Dubuque, IA
  • 06/2024 → Present
    Gallagher Fiduciary Advisors, Llc
    Rolling Meadows, IL
  • 02/2021 → 04/2021
    One Main Financial
    Dubuque, IA
  • 05/2021 → 02/2022
    Premier Bank
    Dubuque, IA
  • 04/2023 → 06/2024
    Cottingham And Butler
    Dubuque, IA
  • 02/2022 → 04/2022
    Nordstrom
    Dubuque, IA
  • 04/2022 → 04/2023
    Green Industrial
    Dubuque, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-17
S63 Uniform Securities Agent State Law Examination 2017-03-10
  • S65 Uniform Investment Adviser Law Examination
    2025-03-17
  • S63 Uniform Securities Agent State Law Examination
    2017-03-10
Other Names
  • Terra Adelmund

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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