Stephen
Spear
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Stephen Spear is a financial advisor based in Kansas City, Missouri, working with Gallagher Fiduciary Advisors, LLC. Stephen has previously held positions at Bmo Harris Financial Advisors, Inc, Real Estate - Residental Rental Properties, Pension Consultants Inc, Securities Service Network, Kestra Financial, Inc, Triad Advisors, Gallagher Benefit Services, Inc, and Gallagher Fiduciary Advisors, LLC. Stephen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Stephen is part of Gallagher Fiduciary Advisors, LLC, which operates out of Kansas City, Missouri. 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
Stephen Spear Work History
Triad Advisors
Gallagher Fiduciary Advisors, LLC
Kestra Financial, Inc
Gallagher Benefit Services, Inc
Pension Consultants Inc
Securities Service Network
Bmo Harris Financial Advisors, Inc
Real Estate - Residental Rental Properties
Disclosures
Please visit the SEC profile of Stephen Spear 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
Dallas, TX
Boston, MA
Charlotte, NC
Boston, MA
Rolling Meadows, IL
Cleveland, OH
Boston, MA
Dallas, TX
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