Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kiley? Claim Your ProfileKiley Mulcahy Collins is a financial advisor at Gallagher Fiduciary Advisors, LLC. Kiley has been in the financial services industry since 2017 and has a strong background in providing financial planning, portfolio management, and pension consulting services. Kiley has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Kiley is committed to providing her clients with personalized financial advice and helping them reach their financial goals.
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.
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2
WI
10/06/2023 - Present
Gallagher Fiduciary Advisors, LLC (Madison WI)
WI
09/18/2023 - 08/23/2024
TRIAD ADVISORS LLC (Madison WI)
WI
08/01/2018 - 08/30/2023
WEA INVESTMENT SERVICES, INC. (MADISON WI)
WI
03/20/2018 - 07/31/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIDDLETON WI)
WI
06/02/2017 - 02/09/2018
MWA FINANCIAL SERVICES INC. (MADISON WI)
IA
Issued 10/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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