Large retirement plan consultant switches to Triad
Gallagher Retirement Plan Consulting, which is based in Elmhurt, Illinois, had previously been affiliated with Kestra.
The retirement plan consulting practice of Gallagher, a large insurance and consulting firm, has switched its broker-dealer affiliation from Kestra to the Triad Advisors unit of Advisor Group.
At the end of last year, Gallagher Fiduciary Advisors, the hybrid’s registered investment adviser, had more than 90 advisers, managed $6.3 billion on a discretionary basis and served as a consultant on $76.1 billion in assets.
The hybrid is based in Elmhurst, Illinois.
Learn more about reprints and licensing for this article.
