Osaic Welcomes Gallagher Financial Services with Expert Support and Innovation

Strategic Insights -

Gallagher Financial Services, an independent wealth management firm based in St. Paul, Minn., has chosen Osaic as its new partner, citing the need for robust advisor support and innovation in a post-acquisition landscape. Led by Mark Gallagher, CFP and CAP, the firm manages approximately $194 million in client assets. After 31 years with Commonwealth, Gallagher evaluated several options and decided that Osaic's unique blend of local support, industry-leading resources, and advanced technology would best serve his clients' needs.

Key Takeaways:

  • Gallagher Financial Services, a $194 million asset management firm, has joined Osaic after a 31-year tenure with Commonwealth.
  • The firm chose Osaic for its robust advisor support, competitive advisory solutions, and technology stack.
  • Osaic provides advisors with the freedom to operate independently while accessing industry-leading resources and support.
  • The partnership promotes sustainable growth and reinforces Osaic's commitment to long-term value and innovation.
  • Gallagher Financial brings energy and expertise to the Osaic community, with a focus on enhancing productivity, increasing efficiency, and growing their business.
  • The affiliation will provide Gallagher Financial with access to Osaic's innovative platform and support for continued growth and development.
  • Osaic supports over 11,000 financial professionals and offers a range of wealth management strategies to enhance lives and legacies.

Statistics:

  • The Gallagher Financial team manages approximately $194 million in client assets.
  • Osaic supports over 11,000 financial professionals through its wealth management solutions.
  • The firm has a clearing relationship with National Financial Services (NFS) to ensure a smooth transition.

Sources:

  • Osaic, Inc. ("Osaic"), one of the nation's largest providers of wealth management strategies, supporting approximately 11,000 financial professionals. Visit **www.osaic.com**
  • Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC.
  • https://www.businesswire.com/news/home/20251028686314/en/