Jennifer Rose Schuessler
Investment adviser representative at Gallagher Fiduciary Advisors, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$194.8BFirm assets
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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 WealthOct 2025 to now
- Gallagher Fiduciary Advisors, LLCAug 2025 to now
- Global Retirement Partners, LLCSep 2024 to Aug 2025
- LPL Financial LLCSep 2024 to Aug 2025
- Gwfs Equities, Inc.Sep 2014 to Jul 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
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
- 5148078
- Firm CRD
- 146509