Jacob
Nydam

Gallagher Fiduciary Advisors, LLC

CRD#5932752
Investment Advisor
in Rolling Meadows, IL

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About this Advisor

Jacob Nydam is a financial advisor based in Rolling Meadows, Illinois, with 1 year of relevant experience. Nydam is an advisor for Gallagher Fiduciary Advisors, LLC. During their career, Nydam has held roles at Fsc Securities Corporation, Lpl Financial, LLC, Opus Wealth Partners, LLC, Global Retirement Partners, LLC, Gallagher Fiduciary Advisors, LLC and The Vandyke Group, Inc. Nydam holds Series 63, Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois. Gallagher Fiduciary Advisors, LLC is a company based out of Rolling Meadows, IL. The company has offices in 25 locations and a total of 134 people on staff. It controls $7 billion in assets among its 113 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The advisory firm provides a broad set of services, such as portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules usually vary depending on which services are provided. Fees billed by Gallagher Fiduciary Advisors, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2850 Golf Road
Rolling Meadows, IL 60008

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Gallagher Fiduciary Advisors, LLC Brokerage Details

Total Assets Under Management

$6,543,290,721

IL Average: $6,674,516,078
Total Number of Employees

134

IL Average: 44
Total Number of Accounts

113

IL Average: 2,564
Average Account Size

$57,905,228

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Jacob Nydam Work History

Jacob has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Gallagher Fiduciary Advisors, LLC

2018 - 2022 (4 years)

The Vandyke Group, Inc

2017 - 2018 (1 year)

Lpl Financial, LLC

2017 - 2018 (1 year)

Global Retirement Partners, LLC

2016 - 2017 (1 year)

Lpl Financial, LLC

2016 - 2017 (1 year)

Opus Wealth Partners, LLC

2012 - 2016 (4 years)

Fsc Securities Corporation

*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 Jacob Nydam 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

Barton Kershner
Rockville, MD
Christopher Wolff
Mount Laurel, NJ
Stephen Mann
Rolling Meadows, IL
Douglas Feltz
Carmel, IN
Ryan Olson
Dallas, TX
Kathy Seimet
Bloomfield Hills, MI
William Deyoung
East Hartford, CT
Shawn Aulenbach
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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