RT
Russell G. Tieman
GALLAGHER FIDUCIARY ADVISORS
Madison, WI 53703
Some features on this profile are disabled
CRD#: 4126989
RT
Professional summary
Russell G Tieman is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Madison, Wisconsin and OSAIC WEALTH, INC. located in Madison, Wisconsin.
Russell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Russell has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)Gallagher Benefit Services,Inc;investment related;2850 Golf Road,Rolling Meadows,IL 60008;retirement plan consulting services;senior retirement plan consultant;2/17/2017;40 hrs/month;2 hrs during trading;retirement plan consulting 2)Gallagher Fiduciary Advisors;investment related;2850 Golf Road,Rolling Meadows,IL 60008;investment consulting;senior retirement plan consultant;4/1/2022;140 hrs/month;6 hrs during trading;retirement plan consulting 3)Whalen Warehouse;investment related;120 E Lakeside Street,Suite 200,Madison,WI 53715;real estate;member;2/22/2013;2 hrs/month;0 hrs during trading;rental of warehouse space,meeting tenants and collecting payments
CRS (Client Relationship Summary) - RIA
Click below to view Russell G Tieman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 8, 2022 - Present
GALLAGHER FIDUCIARY ADVISORS, LLC
Office #1: 834 E. Washington Ave. Ste. 325, Madison, WI 53703RIA
CRD#: 146509
Madison, WI
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 834 E Washington Ave Ste 325, Madison, WI 53703RIA
BD
CRD#: 23131
Madison, WI
Past
March 29, 2022 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Madison, WI
Past
February 7, 2018 - April 6, 2022
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Madison, WI
Past
February 7, 2018 - March 31, 2022
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Madison, WI
Past
January 8, 2014 - February 7, 2018
VALMARK ADVISERS, INC.
RIA
CRD#: 108050
MADISON, WI
Past
September 30, 2010 - February 7, 2018
VALMARK SECURITIES, INC.
BD
CRD#: 31243
MADISON, WI
Past
January 28, 2000 - October 8, 2010
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
MADISON, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GF
GALLAGHER FIDUCIARY ADVISORS, LLC
COMPASS POINT RETIREMENT PLANNING | YANNI PARTNERS, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | RIVERS INVESTMENT GROUP | KUSSKE FINANCIAL MANAGEMENT | INVESTAR ASSET MANAGEMENT | INDEPENDENT FIDUCIARY SERVICES, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | GBS INVESTMENT CONSULTING, LLC | GALLAGHER INVESTMENTS | GALLAGHER FIDUCIARY ADVISORS, LLC | FLAGSTONE WEALTH MANAGEMENT | FINANCIAL CONSULTANTS OF AMERICA
CRD#: 146509 / SEC#: 801-68868
RIA
Registered Investment Advisory firm - (3/17/2008 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/23/2024)
RR
Colorado(8/23/2024)
RR
District of Columbia(8/23/2024)
RR
Florida(8/23/2024)
RR
Illinois(8/23/2024)
RR
Indiana(8/23/2024)
RR
Iowa(8/23/2024)
RR
Kansas(8/23/2024)
RR
Michigan(8/23/2024)
RR
Minnesota(8/23/2024)
RR
Mississippi(8/23/2024)
RR
Missouri(8/23/2024)
RR
Montana(8/23/2024)
RR
Nebraska(8/23/2024)
RR
Nevada(8/23/2024)
RR
New Jersey(8/23/2024)
RR
Pennsylvania(8/23/2024)
RR
South Carolina(8/23/2024)
RR
South Dakota(8/23/2024)
RR
Texas(8/23/2024)
RR
Vermont(8/23/2024)
RR
Washington(8/23/2024)
IAR
Wisconsin(4/8/2022)
RR
Wisconsin(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GF
GALLAGHER FIDUCIARY ADVISORS, LLC
COMPASS POINT RETIREMENT PLANNING | YANNI PARTNERS, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | RIVERS INVESTMENT GROUP | KUSSKE FINANCIAL MANAGEMENT | INVESTAR ASSET MANAGEMENT | INDEPENDENT FIDUCIARY SERVICES, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | GBS INVESTMENT CONSULTING, LLC | GALLAGHER INVESTMENTS | GALLAGHER FIDUCIARY ADVISORS, LLC | FLAGSTONE WEALTH MANAGEMENT | FINANCIAL CONSULTANTS OF AMERICA
CRD#: 146509 / SEC#: 801-68868
RIA
Registered Investment Advisory firm - (3/17/2008 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2850 Golf Road, Rolling Meadows, IL 60008
Mailing Address
Phone number
(212) 330-1011
Established
Firm type
Fiscal year end
# of Employees
221
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,754 |
| AUM (Assets Under Management) | $ 180,614,282,519 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
