Brian Kilby (CRD# 2936167) is an Investment Advisor Representative working at Gallagher Fiduciary Advisors, LLC in Rolling Meadows, IL and has 1 year of experience in the finance industry.
CRD# 2649533
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2010380
Forum Financial Management, LP
CRD# 6874212
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | Rolling Meadows, IL | Apr 2024 - Current | < 1 |
| Hauser Retirement Solutions, LLC | Cincinnati, OH | Oct 2017 - Apr 2024 | 6 |
| Creative Retirement Systems | Cincinnati, OH | Jan 2017 - Jul 2017 | < 1 |
| Bb&t Bank | Crestview Hills, KY | Apr 2016 - Jan 2017 | < 1 |
| Retirement Advantage | Cincinnati, OH | Mar 2013 - Apr 2016 | 3 |
- OH
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Total Assets Under Management10,243MILLIONS
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Total Number of Accounts4,100ACCOUNTS
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Average Account Value$2,498,409
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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