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 who works out of Oklahoma City, Oklahoma with a total of 1 year of industry experience. Bowers currently works for Gallagher Fiduciary Advisors, LLC. Over the course of their career, Bowers has held roles at Gallagher Benefit Services, Inc, Triad Advisors and Gallagher Fiduciary Advisors, LLC. Bowers maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Oklahoma and Texas. Gallagher Fiduciary Advisors, LLC is a registered investment business that has its headquarters in Rolling Meadows, IL. The company has offices in 25 locations and a total of 134 financial advisors. It controls $7 billion in assets among its 113 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The advisory firm has a number of services, such as portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice largely are based on which services the firm provides the client. Fees billed by Gallagher Fiduciary Advisors, LLC may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

$6,543,290,721

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

134

OK Average: 44
Total Number of Accounts

113

OK Average: 2,564
Average Account Size

$57,905,228

OK Average: $2,603,165

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Dustan Bowers Work History

Dustan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Triad Advisors

2022 - Present (2 years)

Gallagher Fiduciary Advisors, LLC

2011 - 2022 (11 years)

Gallagher Benefit Services, Inc

*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 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

Barton Kershner
Rockville, MD
Christopher Wolff
Mount Laurel, NJ
Stephen Mann
Rolling Meadows, IL
Shawn Aulenbach
Boston, MA
Douglas Feltz
Carmel, IN
William Deyoung
East Hartford, CT
Ryan Olson
Dallas, TX
Kathy Seimet
Bloomfield Hills, MI

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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