Michael
Gallagher
Pecaut Wealth Management
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About this Advisor
Michael Gallagher is a financial advisor based in Sioux City, Iowa, working with Pecaut Wealth Management. Michael has previously held positions at The Partners Group, Morgan Stanley Smith Barney, Geneos Wealth Management, Inc, Tpg Financial Advisors, LLC, and Pecaut & Co. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa and Oregon. Currently, Michael is part of Pecaut Wealth Management, which operates out of Sioux City, Iowa. The firm has one office and four employees. The firm manages assets totaling $306.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and other services. The fee structure at Pecaut Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pecaut Wealth Management Brokerage Details
$306,587,805
4
478
$641,397
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Other
Michael Gallagher Work History
Pecaut & Co
The Partners Group
Geneos Wealth Management, Inc
Tpg Financial Advisors, LLC
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Michael Gallagher 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 Pecaut Wealth Management
Sioux City, IA
Sioux City, IA
Sioux City, IA
Sioux City, IA
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