Dustan
Bowers

Gallagher Fiduciary Advisors, LLC

CRD#2187566
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Dustan Bowers is a financial advisor based in Oklahoma City, Oklahoma, working with Gallagher Fiduciary Advisors, LLC. Dustan has previously held positions at Gallagher Benefit Services, Inc, Triad Advisors, and Gallagher Fiduciary Advisors, LLC. Dustan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, Dustan is part of Gallagher Fiduciary Advisors, LLC, which operates out of Oklahoma City, Oklahoma. 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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

615 E. Britton Road
Oklahoma City, OK 73114

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Gallagher Fiduciary Advisors, LLC Brokerage Details

Total Assets Under Management

$10,243,478,622

OK Average: $6,674,516,078
Total Number of Employees

211

OK Average: 44
Total Number of Accounts

4,100

OK Average: 2,564
Average Account Size

$2,498,409

OK Average: $2,603,165

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

Dustan Bowers Work History

2022 - Present (2 years)

Triad Advisors

2022 - Present (2 years)

Gallagher Fiduciary Advisors, LLC

2011 - 2022 (11 years)

Gallagher Benefit Services, Inc

Disclosures

Please visit the SEC profile of Dustan Bowers 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

Jeffrey Klein
Boston, MA
Callie Lucas
Houston, TX
Douglas Matthews
Cleveland, OH
Adam Miloro
Boston, MA
Shawn Aulenbach
Boston, MA
Andrew Beckett
Dallas, TX
Ryan Olson
Dallas, TX
Kendall Storch
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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