Brendon Gallagher
Advisor at Ameriprise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Asset allocation services
Fee options
$500,000 - $999,999: $1,500 per Engagement Period $1,000,000 - $1,499,999: $2,000 per Engagement Period $1,500,000 - $1,999,999: $2,500 per Engagement Period $2,000,000 - $2,999,999: $3,000 per Engagement Period $3,000,000 - $4,999,999: $4,000 per Engagement Period $5,000,000 - $7,499,999: $5,000 per Engagement Period $7,500,000 - $9,999,999: $6,000 per Engagement Period $10,000,000+: $7,000 per Engagement Period
Account minimum: $1,000,000 Minimum fee: $1,500 to $7,000 per Engagement Period (annual flat fee) until August 2025 Fee-only: Flat fee per Engagement Period for retirement income planning advice
Work history
Ameriprise Financial Services, LLC
2020 - Present (6 years)
Ameriprise Financial Services, Inc.
2005 - 2020 (15 years)
Gallagher & Assoc
1998 - 2019 (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Eric S
CFP®
Malta, IL
Kisher Capital, LLC
My name is Eric Schlosser, and I am a caring, values‑driven CERTIFIED FINANCIAL PLANNER® Professional, and your dedicated fiduciary investment advisor. My mission is simple: to truly put your best interests first. Whether you're a family, business owner, ministry, or organization, I partner closely with you as your advocate to build customized strategies that bring confidence and peace of mind. At home, I’m a grateful husband and proud dad of two. I focus on bringing the same empathy, patience, and commitment to our work together as I would for my family. I believe that strong relationships, whether in family or finance, thrive on trust and genuine care. In our community, I serve as Assistant Treasurer for our local AYSO region, helping youth soccer flourish with responsible stewardship. I also contribute my musical gifts on the worship team at my church. These roles matter deeply to me because serving others is not just what I do, but it’s who I am. What I care about most is helping to solve problems with honesty, faith, and a genuine desire to help you succeed, because your well-being is what matters most to me.
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