Kristina Pauline Keck
Investment adviser representative at Gallagher Fiduciary Advisors, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Osaic WealthNov 2025 to now
- Gallagher Fiduciary Advisors, LLCOct 2025 to now
- Fws Retirement Services, LLCMay 2018 to Dec 2023
- Global Retirement Partners LLCSep 2014 to Sep 2025
- LPL Financial LLCSep 2014 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 3118521
- Firm CRD
- 146509