How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Helen

ADVISOR PROFILE

Services Offered
Retirement Planning
Employee and Employer Plan Benefits
Investment Planning
Comprehensive Financial Planning

1) Business Name: Gallagher Fiduciary Advisors Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Investment Consulting Position: Regional Consulting Services Leader Start Date: 04/01/2022 Hours Per Month: 140 Hours Per Day: 6 Duties: Retirement plan consulting 2) Business Name: Gallagher Benefit Services Investment Related: Yes Address: 2850 Gold Road, Rolling Meadows, IL 60008 Nature: Retirement Plan Consulting Services Position: regional Consulting Services Leader Start Date: 04/22/2011 Hours Per Month: 40 Hours Per Day: 2 Duties: Retirement plan consulting 3)BUSINESS NAME: Pitcher Pandemonium; INVESTMENT RELATED: No; ADDRESS OF BUSINESS: 1731 Bayport Way, Newport Beach, CA 92660; NATURE OF BUSINESS: Short Term Rental Properties; POSITION/RELATIONSHIP: Owner/Trustee; START DATE: 04/012017; APPROX HOURS PER MONTH: 8; NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 0; DESCRIPTION OF DUTIES: visitor mgmt, service provider mgmt.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Helen Sarah Seestadt

Experience: 20 years / 11 firms

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