Karlynn
Schramm
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Karlynn Schramm is a financial advisor working out of Englewood, Colorado with a total of 1 year of relevant experience. Schramm is on the advisory team at Gallagher Fiduciary Advisors, LLC. Schramm has gained experience at John Hancock, John Hancock Distributors LLC, Manulife Asset Management (Us) LLC, Nfp Advisor Services, LLC, Gallagher Benefit Services, Inc, Triad Advisors, Gallagher Fiduciary Advisors, LLC and Kestra Financial Services, Inc. Schramm maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado. Gallagher Fiduciary Advisors, LLC is an advisory company based in Rolling Meadows, IL. It has offices in 25 locations and a total of 134 people on staff. It controls $7 billion in assets under management between its 113 accounts, placing it among the biggest firms in the United States by assets under management. Gallagher Fiduciary Advisors, LLC has a number of services, such as portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors vary depending on which services are offered. Fees billed by Gallagher Fiduciary Advisors, LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gallagher Fiduciary Advisors, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$6,543,290,721
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
134
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
113
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$57,905,228
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Karlynn Schramm Work History
Karlynn has been registered as a financial advisor for 1 years.*
Triad Advisors
Gallagher Fiduciary Advisors, LLC
Kestra Financial Services, Inc
Nfp Advisor Services, LLC
Gallagher Benefit Services, Inc
Manulife Asset Management (Us) LLC
John Hancock
John Hancock Distributors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Karlynn Schramm to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gallagher Fiduciary Advisors, LLC
Rockville, MD
Carmel, IN
Rolling Meadows, IL
Bloomfield Hills, MI
East Hartford, CT
Dallas, TX
Boston, MA
Mount Laurel, NJ
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