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Dustan Bena Bowers

Investment adviser representative at Gallagher Fiduciary Advisors, LLC
15 yearsExperience
2 statesRegistered in
$194.8BFirm assets
18 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Osaic Wealth, Inc.Aug 2024 to now
  2. Gallagher Fiduciary Advisors, LLCApr 2022 to now
  3. Triad AdvisorsMar 2022 to Aug 2024
  4. Gallagher Benefit Services, Inc.Mar 2011 to Mar 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law1997
  • Series 63 · Uniform Securities Agent State Law2012

State registrations

Registered as an investment adviser representative in 2 states (OK, TX).

Gallagher Fiduciary Advisors, LLC

$194.8BAssets managed
6,120Clients
123Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2187566
Firm CRD
146509
Advisor's SEC record (opens in a new tab)
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