Craig Alan Knutilla

Gallagher Fiduciary Advisors, LLC

19 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching

Gallagher Fiduciary Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

118 advisors

Number of Clients

5,431 clients

Average Client Portfolio

$33.3M average

Assets Under Management

$180.6B

Fee Structure

Minimum Investment:$3K

Location

2850 Golf Road, Rolling Meadows, IL, 60008

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History

Regulatory History (2)

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Criminal

March 1988

Final Disposition

Employment Separation After Allegations

March 1988

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Other Business Activities

Craig works as a retirement plan consultant for Gallagher Fiduciary Advisors and Gallagher Benefit Services. He dedicates nearly full-time hours to Gallagher Fiduciary Advisors and about a quarter of his time to Gallagher Benefit Services.

Employment History

Current Registrations

Gallagher Fiduciary Advisors, LLC

April 2022 - Present · 3 yrs 10 mos

Previous Registrations

Triad Advisors LLCBroker

April 2022 - February 2024 · 1 yr 10 mos

Kestra Advisory Services, LLC

April 2016 - March 2022 · 5 yrs 11 mos

NFP Advisor Services, LLC

November 2013 - September 2016 · 2 yrs 10 mos

Kestra Investment Services, LLCBroker

January 2007 - March 2022 · 15 yrs 2 mos

Gbs Retirement Services, INC.Broker

April 2006 - December 2006 · 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.