Griffin Gordon Vehar
Investment adviser representative at Gallagher Fiduciary Advisors, LLC
11 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
11 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Gallagher Fiduciary Advisors, LLCApr 2023 to now
- Triad AdvisorsApr 2023 to Aug 2024
- UnemployedJan 2023 to Mar 2023
- Marcum Wealth, LLCJul 2021 to Dec 2022
- Global Retirement PartnersNov 2019 to Jul 2021
- LPL Financial, LLCOct 2019 to Jul 2021
- Outdoor Lighting PerspectivesOct 2018 to Oct 2019
- Christopher NussMar 2018 to Aug 2018
- Northwestern Mutual Investment Services LLCMar 2018 to Aug 2018
- Northwestern Mutual Wealth Management CompanyMar 2018 to Aug 2018
- UBS Financial Services IncJul 2015 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6519544
- Firm CRD
- 146509