Kurt Allen Peavy

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

• 03/2022 → 08/2024
  Triad Advisors
  Norcross, GA
• 04/2022 → Present
  Gallagher Fiduciary Advisors, Llc
  Houston, TX
• 08/2024 → Present
  Osaic Wealth, Inc.
  Houston, TX
• 02/2015 → 03/2022
  Nfp Advisor Services, Llc
  Austin, TX
• 02/2015 → 03/2022
  Gallagher Benefit Services, Inc.
  Houston, TX

Previous Registrations

• 2018-03-08 → 2022-03-31
  Kestra Advisory Services, Llc
  Houston, TX
  Austin, TX

Other Businesses

1) Business Name: Gallagher Fiduciary Advisors Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Investment Consulting Position: Retirement Plan Consultant Start Date: 04/01/2022 Hours Per Month: 140 Hours Per Day: 6 Duties: Retirement plan consulting 2) Business Name: Gallagher Benefit Services Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Retirement Plan Consulting Services Position: Retirement Plan Consultant Start Date: 02/03/2015 Hours Per Month: 40 Hours Per Day: 2 Duties: Retirement plan consulting

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-10
• S63 Uniform Securities Agent State Law Examination
  2004-07-29