Allison Lorraine Law-tatko
Investment adviser representative at Gallagher Fiduciary Advisors, LLC
9 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
9 years in the industry.
- Gallagher Fiduciary Advisors, LLCDec 2024 to now
- Osaic Wealth, Inc.Aug 2024 to now
- Triad AdvisorsJul 2024 to Aug 2024
- Plexus Financial Services, LLCOct 2015 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 5703322
- Firm CRD
- 146509