Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Sherman is a financial advisor with Gallagher Fiduciary Advisors, LLC. Scott has been in the financial services industry for 7 years. Prior to joining Gallagher Fiduciary Advisors, LLC, Scott worked at KESTRA INVESTMENT SERVICES, LLC. Scott is registered with the state of Wisconsin. Scott holds the following licenses: Series 7, Series 66 and SIE.
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
04/26/2022 - Present
Gallagher Fiduciary Advisors, LLC (Brookfield WI)
WI
09/14/2015 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Brookfield WI)
BOTH
Issued 11/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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