Shawn
Aulenbach
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Shawn Aulenbach is a financial advisor who works in Boston, Massachusetts, with 1 year of relevant experience. Aulenbach is an employee of Gallagher Fiduciary Advisors, LLC. Throughout their career, they have worked at Lpl Financial, Independent Financial Partners, Nfp Securities, Inc, Kestra Financial Services, Inc, Triad Advisors Inc and Gallagher Fiduciary Advisors, LLC. Aulenbach holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Massachusetts. Gallagher Fiduciary Advisors, LLC is an advisory firm based out of Rolling Meadows, IL. The firm has offices in 25 locations and a total of 134 people on staff. It has $7 billion in assets between its 113 customer accounts, making it one of the largest firms in the nation by assets under management. The firm performs a broad range of services, such as portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees are based on which services the firm provides the client. However, fee types charged by Gallagher Fiduciary Advisors, LLC most likely include 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
Shawn Aulenbach Work History
Shawn has been registered as a financial advisor for 1 years.*
Triad Advisors Inc
Gallagher Fiduciary Advisors, LLC
Kestra Financial Services, Inc
Nfp Securities, Inc
Lpl Financial
Independent Financial Partners
*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 Shawn Aulenbach 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
Dallas, TX
Mount Laurel, NJ
Rockville, MD
Bloomfield Hills, MI
Rolling Meadows, IL
East Hartford, CT
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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