Terra Sue Adelmund
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.
- Gallagher Fiduciary Advisors, LLCJun 2024 to now
- Cottingham and ButlerApr 2023 to Jun 2024
- Green IndustrialApr 2022 to Apr 2023
- NordstromFeb 2022 to Apr 2022
- Premier BankMay 2021 to Feb 2022
- One Main FinancialFeb 2021 to Apr 2021
- Prudential Investment Management Services, LLCNov 2016 to Jun 2021
- Prudential Insurance Company of AmericaMar 2014 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2025
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
- 6732906
- Firm CRD
- 146509