Kendall Bruns
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.
- Gallagher Fiduciary Advisors, LLCJul 2025 to now
- GallagherJun 2024 to Aug 2024
- GrillmarxMay 2023 to Jan 2024
- The Manor At Silo FallsMay 2023 to Jan 2024
- The University of GeorgiaAug 2021 to May 2025
- Tusculum FarmMay 2019 to Jan 2023
- Montgomery County Public SchoolsMay 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 8152984
- Firm CRD
- 146509