Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Grutzner is a financial advisor with Gallagher Fiduciary Advisors, LLC. Paul has been in the financial industry since 1988 and has experience working with individuals, families, and businesses. Paul holds Series 3, 7, 24, 63, and 65 licenses and has a strong background in retirement planning and investment consulting. Paul specializes in providing investment advisory services, including retirement planning, investment management, and portfolio management for businesses and individuals.
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
WA
05/09/2022 - Present
Gallagher Fiduciary Advisors, LLC (Bellevue WA)
WA
04/07/2022 - 08/23/2024
TRIAD ADVISORS LLC (Bellevue WA)
WA
09/21/2018 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Bellevue WA)
WA
11/30/2010 - 10/03/2018
LPL FINANCIAL LLC (BELLEVUE WA)
WA
11/30/2006 - 11/30/2010
NRP FINANCIAL, INC. (SEATTLE WA)
WA
02/15/2005 - 11/30/2006
FINANCIAL TELESIS INC (SEATTLE WA)
MO
06/14/2002 - 03/15/2005
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NY
09/04/1998 - 06/27/2002
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
03/02/1998 - 09/24/1998
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
03/27/1992 - 03/02/1998
DAIN RAUSCHER INCORPORATED
NY
12/20/1988 - 04/02/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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