Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natasha? Claim Your ProfileNatasha Colleen Dockstader is a financial advisor with Gallagher Fiduciary Advisors, LLC, located in Rolling Meadows, Illinois. Natasha has been working in the financial services industry for over 20 years. Natasha is licensed to provide financial advice in California, Illinois, Kansas, Kentucky, Missouri and Texas. Natasha holds FINRA Series 6, 63, and 65 licenses and the SIE designation. Prior to joining Gallagher Fiduciary Advisors, LLC, Natasha was employed at TRIAD ADVISORS LLC and KESTRA INVESTMENT SERVICES, LLC. Natasha also has experience working at Lockton Financial Advisors, LLC, AIG FINANCIAL ADVISORS, INC., and ONEAMERICA SECURITIES, INC.
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
IL
04/18/2022 - Present
Gallagher Fiduciary Advisors, LLC (Rolling Meadows IL)
IL
03/28/2022 - 08/23/2024
TRIAD ADVISORS LLC (Rolling Meadows IL)
IL
09/06/2018 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Rolling Meadows IL)
MO
07/02/2008 - 07/03/2018
LOCKTON FINANCIAL ADVISORS, LLC (KANSAS CITY MO)
AZ
01/16/2007 - 07/02/2008
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
IN
07/31/2000 - 10/24/2006
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
07/31/2000 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IA
Issued 05/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Natasha Dockstader is the right advisor for you? Invested Better is here to help.
