Barton
Kershner
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Barton Kershner is a certified financial planner based in Rockville, Maryland with a total of 1 year of relevant experience. Kershner is an advisor for Gallagher Fiduciary Advisors, LLC. Their career trajectory has included roles at Triad Advisors, Inc, Glass Jacobson Investment Advisors, LLC, Nfp Advisor Services, LLC, Financial Telesis Inc, Independent Benefit Services, Lpl Financial LLC, Global Retirement Partners LLC, Gallagher Benefit Services, Kestra Financial Services, Inc, Triad Advisors and Gallagher Fiduciary Advisors, LLC. Kershner maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Maryland. Gallagher Fiduciary Advisors, LLC is a financial advisory firm based out of Rolling Meadows, IL. The company has offices in 25 locations and a total of 134 employees. It manages $7 billion in assets among its 113 client accounts, making it one of the biggest firms in the nation by assets under management. Gallagher Fiduciary Advisors, LLC has a number of services, such as portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees largely depend on which services the firm provides the client. However, fees billed by Gallagher Fiduciary Advisors, LLC likely consist 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
Barton Kershner Work History
Barton has been registered as a financial advisor for 1 years.*
Triad Advisors
Gallagher Fiduciary Advisors, LLC
Kestra Financial Services, Inc
Nfp Advisor Services, LLC
Gallagher Benefit Services
Lpl Financial LLC
Global Retirement Partners LLC
Triad Advisors, Inc
Glass Jacobson Investment Advisors, LLC
Financial Telesis Inc
Independent Benefit Services
*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 Barton Kershner 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
Carmel, IN
Boston, MA
Rockville, MD
Mount Laurel, NJ
Rolling Meadows, IL
Dallas, TX
Bloomfield Hills, MI
East Hartford, CT
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.
