AL
Allison L. Law-tatko
GALLAGHER FIDUCIARY ADVISORS
Rolling Meadows, IL 60008
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CRD#: 5703322
AL
Professional summary
Allison Lorraine Law-tatko, who also goes by Allison Lorraine Barlow, Allison L Hill, Allison L Law, Allison Lorraine Law-barlow, Allison Lorraine Winge, is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Rolling Meadows, Illinois and OSAIC WEALTH, INC. located in Rolling Meadows, Illinois.
Allison is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Allison has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Allison Lorraine Barlow | Allison L Hill | Allison L Law | Allison Lorraine Law-Barlow | Allison Lorraine Winge
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;2850 Golf Rd,Rolling Meadows,IL 60008;corporation;area senior vice president;6/17/2024;6.5 hrs during trading;advising CFOs,HR directors,and plan administrators on the design,installation and administration of defined contribution plans,defined benefit plans,health & welfare programs and benefit outsourcing 2)Gallagher Fiduciary Advisors;investment related;2850 Golf Rd,Rolling Meadows,IL 60080;SEC registered firm;senior area vice president;6/17/2024;110 hrs/month;6.5 hrs during trading;serve a retirement plan advisor by advising CFOs,HR directors and plan administrators on the design,installation and administration of defined contribution plans,defined benefit plans
CRS (Client Relationship Summary) - RIA
Click below to view Allison Lorraine Law-tatko'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
December 16, 2024 - Present
GALLAGHER FIDUCIARY ADVISORS, LLC
Office #1: 2850 Golf Road, Rolling Meadows, IL 60008RIA
CRD#: 146509
Rolling Meadows, IL
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 2850 Golf Road, Rolling Meadows, IL 60008RIA
BD
CRD#: 23131
Rolling Meadows, IL
Past
July 25, 2024 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Rolling Meadows, IL
Past
March 16, 2022 - May 31, 2024
PLEXUS FINANCIAL SERVICES, LLC
RIA
CRD#: 153132
DEER PARK, IL
Past
October 29, 2015 - May 31, 2024
PLEXUS FINANCIAL SERVICES, LLC
BD
CRD#: 153132
DEER PARK, IL
Past
July 5, 2010 - October 13, 2014
TRANSAMERICA INVESTORS SECURITIES, LLC
BD
CRD#: 32205
CHICAGO, IL
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
Illinois(8/23/2024)
IAR
Illinois(12/16/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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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
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Company Information
GALLAGHER FIDUCIARY ADVISORS, LLC
CRD#: 146509Rolling Meadows, IL 60008TRUST BUT VERIFY
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