Natalie
Cress
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Natalie Cress is a financial advisor working out of Rolling Meadows, Illinois who has 1 year of relevant experience. Cress is on the advisory team at Gallagher Fiduciary Advisors, LLC. During their career, Cress has held roles at Barrington High School, Hoffman Estates Park District - Prairie Stone & Seascape, University Of Illinois At Urbana - Champaign, Nordstrom, Starwood Retail Partners, Gallagher, Gallagher Benefit Services, Inc, Buddyz Pizzeria, Triad Advisors Inc and Gallagher Fiduciary Advisors, LLC. Cress holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois and Texas. Gallagher Fiduciary Advisors, LLC is a financial advisory 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 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. Gallagher Fiduciary Advisors, LLC performs a broad array of services, such as portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which service is provided. However, fees billed by Gallagher Fiduciary Advisors, LLC likely are comprised 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
Natalie Cress Work History
Natalie has been registered as a financial advisor for 1 years.*
Triad Advisors Inc
Gallagher Fiduciary Advisors, LLC
Gallagher Benefit Services, Inc
Buddyz Pizzeria
Gallagher
Starwood Retail Partners
Nordstrom
University Of Illinois At Urbana - Champaign
Hoffman Estates Park District - Prairie Stone & Seascape
Barrington High School
*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 Natalie Cress 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
Boston, MA
Rolling Meadows, IL
Mount Laurel, NJ
Carmel, IN
Bloomfield Hills, MI
East Hartford, CT
Dallas, TX
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.
