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Griffin Gordon Vehar

Gallagher Fiduciary Advisors, LLC

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About Griffin Gordon Vehar

Griffin Gordon Vehar is a financial advisor with Gallagher Fiduciary Advisors, LLC. Griffin has been in the financial services industry since April 2017. Griffin is registered with the state of Ohio and holds the Series 66, Series 7, and SIE exams. In addition to Gallagher Fiduciary Advisors, LLC, Griffin has also worked for TRIAD ADVISORS LLC, LPL FINANCIAL LLC, Northwestern Mutual Investment Services, LLC, and UBS Financial Services Inc. Griffin has a strong background in providing investment consulting services and retirement planning.

Firm Information

Griffin Vehar is currently registered with Gallagher Fiduciary Advisors, LLC. Gallagher Fiduciary Advisors, LLC is an investment advisory firm based in Rolling Meadows, IL. With over 160 employees, the firm provides a variety of advisory services including financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. They manage over $10 billion in assets for a diverse clientele including individuals, corporations, pension plans, and other institutions.
Gallagher Fiduciary Advisors, LLC

2850 GOLF ROAD

ROLLING MEADOWS, IL 60008

$10.24B

Assets Under Management

1,900

Total Clients

103

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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see schedule d misc. for explanation

See schedule d misc. for explanation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Griffin Vehar’s Registration & Firm History

OH

04/27/2023 - Present

Gallagher Fiduciary Advisors, LLC (Cleveland OH)

OH

04/24/2023 - 08/23/2024

TRIAD ADVISORS LLC (Cleveland OH)

OH

11/04/2019 - 07/19/2021

LPL FINANCIAL LLC (CLEVELAND OH)

NY

03/14/2018 - 08/08/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ALBANY NY)

NY

08/15/2015 - 03/06/2018

UBS FINANCIAL SERVICES INC. (ALBANY NY)

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Licenses & Designations

BOTH

Issued 10/06/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/08/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Griffin Gordon Vehar.
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