Mary
Kusske
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Mary Kusske is a financial advisor based in Burnsville, Minnesota, working with Gallagher Fiduciary Advisors, LLC. Mary has previously held positions at National Planning Corporation, Independent Financial Group, LLC, F3Logic, LLC, Kusske Financial Management, Inc, Kusske Financial, Inc, Triad Advisors, and Gallagher Fiduciary Advisors, LLC. Mary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Mary is part of Gallagher Fiduciary Advisors, LLC, which operates out of Burnsville, Minnesota. 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
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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
Mary Kusske Work History
Triad Advisors
Gallagher Fiduciary Advisors, LLC
Kusske Financial, Inc
Independent Financial Group, LLC
F3Logic, LLC
National Planning Corporation
Kusske Financial Management, Inc
Disclosures
Please visit the SEC profile of Mary Kusske 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
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Rolling Meadows, IL
Dallas, TX
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Cleveland, OH
Boston, MA
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