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Michael Todd Bosen

Gallacher Capital Management, LLC

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About Michael Todd Bosen

Michael Bosen is a financial advisor with Gallacher Capital Management, LLC. Michael is registered as an Investment Advisor Representative (IAR) in Arizona and has over 10 years of experience in the financial services industry. Michael has also worked with LPL Financial LLC and Mutual Service Corporation. His areas of expertise include financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors.

Firm Information

Michael Bosen is currently registered with Gallacher Capital Management, LLC. Gallacher Capital Management, LLC is an investment advisor registered with the SEC. Based in Lone Tree, CO, the firm advises individuals, high-net-worth individuals, pooled investment vehicles, and other investment advisors. Gallacher Capital Management offers financial planning, portfolio management, and selection of other advisors services. They manage approximately $463 million in assets.
Gallacher Capital Management, LLC

10465 PARK MEADOWS DR

LONE TREE, CO 80124

$463.13M

Assets Under Management

Not reported

Total Clients

11

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Michael Bosen’s Registration & Firm History

CO

06/03/2009 - Present

Gallacher Capital Management, LLC (LONE TREE CO)

AZ

09/08/2009 - 07/14/2016

LPL FINANCIAL LLC (MESA AZ)

AZ

01/23/2008 - 09/08/2009

MUTUAL SERVICE CORPORATION (TUCSON AZ)

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Licenses & Designations

IA

Issued 01/30/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/24/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/14/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Todd Bosen.
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