Kirk Wolf
Investment adviser representative at Gallagher Fiduciary Advisors, LLC
18 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
18 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Gallagher Fiduciary Advisors, LLCMay 2023 to now
- Triad AdvisorsMay 2023 to Aug 2024
- UnemployedFeb 2023 to May 2023
- Lion Street FinancialMay 2022 to Feb 2023
- UnemployedOct 2021 to Mar 2022
- Principal Life Insurance CompanyApr 2008 to Oct 2021
- Princor Financial Services CorporationApr 2008 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 2367568
- Firm CRD
- 146509