Jeffrey
Schober
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Jeffrey Schober is a financial advisor based in Manhattan, Kansas, working with Gallagher Fiduciary Advisors, LLC. Jeffrey has previously held positions at Cambridge Investment Research, Inc, Dpi Benefits, Cru, Gtm Sportswear, Cambridge Investment Research Advisors, Inc, Gallagher Benefit Services, Inc, Kestra Investment Services, Triad, and Gallagher Fiduciary Advisors, LLC. Jeffrey has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Kansas. Currently, Jeffrey is part of Gallagher Fiduciary Advisors, LLC, which operates out of Manhattan, Kansas. The firm has 45 offices and 211 employees. The firm manages assets totaling $10.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Gallagher Fiduciary Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gallagher Fiduciary Advisors, LLC Brokerage Details
$10,243,478,622
211
4,100
$2,498,409
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jeffrey Schober Work History
Triad
Gallagher Fiduciary Advisors, LLC
Gallagher Benefit Services, Inc
Kestra Investment Services
Cambridge Investment Research, Inc
Dpi Benefits
Cambridge Investment Research Advisors, Inc
Gtm Sportswear
Cru
Disclosures
Please visit the SEC profile of Jeffrey Schober 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
Boston, MA
Boston, MA
Charlotte, NC
Dallas, TX
Dallas, TX
Houston, TX
Dallas, TX
Cleveland, OH
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