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Jeffrey P. Schober
GALLAGHER FIDUCIARY ADVISORS
Wichita, KS 67206
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CRD#: 6439581
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Professional summary
Jeffrey Phillip Schober, AIF® is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Wichita, Kansas and OSAIC WEALTH, INC. located in Witchita, Kansas.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jeffrey has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 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) JEFFREY SCHOBER POSITION: Guest Preacher NATURE: Other INVESTMENT RELATED: No NUMBER OF HOURS: 0-16 hrs SECURITIES TRADING HOURS: 0-14 hrs START DATE: 3/1/2020 ADDRESS: 2933 Amherst Ave, Manhattan, KS 66503 DESCRIPTION: Lead Christian worship services, prayer, preaching, etc. 2) GALLAGHER BENEFIT SERVICES, INC POSITION: Area Assistant Vice President NATURE: Retirement Plan Consulting Services & Various group employee benefits INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2019 ADDRESS: 2850 Golf Road, Rolling Meadows, IL 60008 DESCRIPTION: Retirement Plan Consulting 3) GALLAGHER FIDUCIARY ADVISORS, LLC POSITION: Area Assistant Vice President NATURE: Investment Consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 6 START DATE: 04/01/2022 ADDRESS: 2850 Golf Road, Rolling Meadows, IL 60008 DESCRIPTION: Retirement Plan Consulting 4) AMBROSE ACADEMY ASSOCIATION POSITION: Board of Directors NATURE: 501(c)(3) Tax-Exempt Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/21/2022 ADDRESS: 3301 Valleywood Dr, Manhattan, KS 66502 KS 66503, United States DESCRIPTION: Vote to direct operations decisions for the private school
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Phillip Schober'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®
Experience
Current
April 22, 2022 - Present
GALLAGHER FIDUCIARY ADVISORS, LLC
Office #1: 10333 East 21st Street Building 100, Suite 104, Wichita, KS 67206RIA
CRD#: 146509
Wichita, KS
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 10333 East 21st Street, Building 100, Suite 104 67, Witchita, KS 67206RIA
BD
CRD#: 23131
Witchita, KS
Past
March 30, 2022 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Manhattan, KS
Past
January 31, 2020 - March 31, 2022
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
MANHATTAN, KS
Past
January 31, 2020 - March 31, 2022
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Manhattan, KS
Past
July 27, 2015 - February 10, 2020
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
MANHATTAN, KS
Past
February 24, 2015 - February 10, 2020
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
MANHATTAN, KS
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
Arkansas(8/23/2024)
IAR
Kansas(4/22/2022)
RR
Kansas(8/23/2024)
RR
Missouri(8/23/2024)
RR
Nebraska(8/23/2024)
RR
Oklahoma(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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#: 146509Wichita, KS 67206TRUST BUT VERIFY
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