Walter
Straube
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Walter Straube is a certified financial planner based out of Atlanta, Georgia with a total of 1 year of relevant experience. Straube is an advisor for Gallagher Fiduciary Advisors, LLC. Throughout their career, Straube has worked at Clayton Brinson, Northwestern Mutual Investment Services LLC, Department Of Defence, Stefan Brecher, Ameriprise Financial Services, Inc, Kestra Investment Services, Kestra Advisory Services LLC, Triad Advisors, Gallagher Fiduciary Advisors, LLC and Alabama National Guard 20Th Sfg (A). Straube has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Georgia. Gallagher Fiduciary Advisors, LLC is a registered investment firm that has its headquarters in Rolling Meadows, IL. The firm has offices in 25 locations and a total of 134 financial advisors. It has $7 billion in assets among its 113 accounts, placing it among the biggest firms in the United States by assets under management. The firm has a diverse range of services, such as portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules largely are based on which services the firm provides the client. However, fees charged by Gallagher Fiduciary Advisors, LLC most likely are comprised of 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
$6,543,290,721
134
113
$57,905,228
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Walter Straube Work History
Walter has been registered as a financial advisor for 1 years.*
Triad Advisors
Gallagher Fiduciary Advisors, LLC
Kestra Investment Services
Kestra Advisory Services LLC
Stefan Brecher
Ameriprise Financial Services, Inc
Alabama National Guard 20Th Sfg (A)
Clayton Brinson
Northwestern Mutual Investment Services LLC
Department Of Defence
*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 Walter Straube 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
Dallas, TX
Mount Laurel, NJ
Carmel, IN
East Hartford, CT
Bloomfield Hills, MI
Rolling Meadows, IL
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
