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JN

Jacob D. Nydam

GALLAGHER FIDUCIARY ADVISORS
Rolling Meadows, IL 60008
Some features on this profile are disabled
CRD#: 5932752
JN

Professional summary

Jacob Donald Nydam, who also goes by Jacob Donald Nydam, is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Rolling Meadows, Illinois.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jacob has worked at 5 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jacob Donald Nydam

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.
01/04/2017 - Triple Tree LLC, 12115 179th St Mokena IL 60448, Not investment related, Business entity for tax purposes only. Rental property located at 16225 Cottage Grove Ave South Holland, IL 60473, Owner,2 hours per month / 0 hours during trading hours, LLC used to manage income and expenses of rental property

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Donald Nydam's CRS (Customer Relationship Summary).
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®
None

Experience

Current

November 10, 2022 - Present

GALLAGHER FIDUCIARY ADVISORS, LLC

Office #1: 2850 Golf Road, Rolling Meadows, IL 60008
RIA
CRD#: 146509
Rolling Meadows, IL
Past

November 28, 2017 - February 2, 2018

GLOBAL RETIREMENT PARTNERS LLC

RIA
CRD#: 172011
Lisle, IL
Past

November 28, 2017 - February 12, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
LISLE, IL
Past

April 29, 2016 - September 5, 2017

OPUS WEALTH MANAGEMENT GROUP

RIA
CRD#: 176525
Orland Park, IL
Past

April 28, 2016 - September 29, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
ORLAND PARK, IL
Past

July 23, 2015 - May 2, 2016

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
ORLAND PARK, IL
Past

September 14, 2012 - May 2, 2016

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ORLAND PARK, IL
Past

September 2, 2011 - October 5, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
TINLEY PARK, 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.

Highlighted states indicate IAR registrations

IAR
Illinois
(11/10/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/10/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/1/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/26/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/12/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/1/2011
General Securities Representative Examination

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FOR GALLAGHER FIDUCIARY ADVISORS, LLC FOR RETAIL CLIENTS (4/22/2025)
FORM ADV PART 2A FOR GALLAGHER FIDUCIARY ADVISORS, LLC FOR INSTITUTIONAL CLIENTS (4/22/2025)

Regulatory assets under management

Total Number of Accounts5,754
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.

Company Information

GALLAGHER FIDUCIARY ADVISORS, LLC

CRD#: 146509Rolling Meadows, IL 60008

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