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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendra? Claim Your ProfileKendra Michele Kaiser is a financial advisor with Gallagher Fiduciary Advisors, LLC. Kendra has over 18 years of experience in the financial services industry, and she holds a Series 63, Series 65, and Series 6TO licenses. She is also a registered investment advisor representative in Kansas and Nebraska. Kendra specializes in providing retirement planning and investment consulting services to individuals, families, and businesses. She is committed to helping her clients achieve their financial goals and is dedicated to providing them with the personalized attention and guidance they need. Before Gallagher Fiduciary Advisors, LLC, Kendra worked at Kestra Investment Services, LLC and Triad Advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
See schedule d misc. for explanation
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
KS
01/23/2024 - Present
Gallagher Fiduciary Advisors, LLC (Manhattan KS)
KS
03/30/2022 - 08/23/2024
TRIAD ADVISORS LLC (Manhattan KS)
KS
02/04/2022 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Manhattan KS)
IA
Issued 01/23/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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