AB
AB

Amalia Maryvonne Beer

21 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
Loading...

Location

2850 Golf Road, Rolling Meadows, IL, 60008

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Amalia is an Area Executive Vice President at Gallagher Fiduciary Advisors and Gallagher Benefit Services, both involved in retirement plan consulting. She dedicates nearly full-time hours to Gallagher Fiduciary Advisors and about a quarter of her time to Gallagher Benefit Services.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Gallagher Fiduciary Advisors, LLC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Triad Advisors LLCBroker
March 2022 - August 2024 · 2 yrs 5 mos
Kestra Advisory Services, LLC
April 2016 - March 2022 · 5 yrs 11 mos
Kestra Investment Services, LLCBroker
June 2014 - March 2022 · 7 yrs 9 mos
NFP Advisor Services, LLC
June 2014 - September 2016 · 2 yrs 3 mos
Princor Financial Services Corporation
January 2005 - June 2014 · 9 yrs 5 mos
Princor Financial Services CorporationBroker
March 2004 - June 2014 · 10 yrs 3 mos
State Registrations20 states
ALAZCAFLIAIDILINMAMIMNMOMSNENJNYTNTXWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.