Karl Nathan Gill
Investment adviser representative at Gallagher Fiduciary Advisors, LLC
10 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
10 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Gallagher Fiduciary Advisors, LLCOct 2022 to now
- Triad AdvisorsOct 2022 to Aug 2024
- Alaska Air GroupJan 2022 to Oct 2022
- Kestra Financial, Inc.Jul 2019 to Mar 2022
- Arthur J GallagerJun 2019 to Mar 2022
- InvescoAug 2018 to May 2019
- Prime Capital Investment Advisors, LLCJan 2018 to Jul 2018
- Ascende Wealth Advisers, Inc.Feb 2016 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 6383132
- Firm CRD
- 146509