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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kraig? Claim Your ProfileKraig Klinkhammer is a financial advisor with Gallagher Fiduciary Advisors, LLC, a firm that provides financial and investment consulting services. Kraig has been in the financial industry since 2008, and has held previous positions at Kestra Investment Services, LLC, M Holdings Securities, Inc. and MML Investors Services, Inc. Kraig has a wide range of experience working with high-net-worth individuals, corporations, and pension and profit sharing plans. Kraig holds the Series 63, 65, 7 and 24 licenses.
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
NC
04/18/2022 - Present
Gallagher Fiduciary Advisors, LLC (Charlotte NC)
NC
03/31/2022 - 08/23/2024
TRIAD ADVISORS LLC (Charlotte NC)
VA
11/15/2011 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Maidens VA)
WA
03/30/2005 - 03/07/2007
M HOLDINGS SECURITIES, INC. (SEATTLE WA)
MA
01/26/1999 - 04/27/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
10/24/1997 - 08/10/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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