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Allison Lorraine Law-Tatko

14 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
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
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Location

2850 Golf Road, Rolling Meadows, IL, 60008

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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.

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Other Business Activities

Allison works as an area senior vice president for Gallagher Benefit Services and Gallagher Fiduciary Advisors, advising on benefit plans. This takes about two-thirds of Allison's time, with a few hours per week during trading hours.

Employment History
Current Registrations
Gallagher Fiduciary Advisors, LLC
December 2024 - Present · 1 yr 2 mos
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Triad Advisors LLCBroker
July 2024 - August 2024 · 1 mo
Plexus Financial Services, LLC
March 2022 - May 2024 · 2 yrs 2 mos
Plexus Financial Services, LLCBroker
October 2015 - May 2024 · 8 yrs 7 mos
Transamerica Investors Securities CorporationBroker
July 2010 - October 2014 · 4 yrs 3 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Allison Lorraine Law-tatko - Financial Advisor | TrueAdvisor