This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

GALLAGHER FIDUCIARY ADVISORS, LLC

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2007earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Prior firms

4

Current registrations

2

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Nov 25, 2008

First registration

Jul 13, 2012

Dual registered

yes, broker-dealer

IAPD individual key

5437823

• Occurred

  May 19, 2023
  Advisor changed firm

  Brett Kusske left F3Logic, Llc for Kusske Financial Management, Inc. (registered 2018-01-19)

  Form ADVobserved 6 days ago
• Occurred

  Jan 19, 2022
  Advisor changed firm

  Brett Kusske left Independent Financial Group, Llc for Kusske Financial, Inc. (registered 2020-01-16)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:75ce9188-9db9-faf3-c6a4-7ea3b3cf903e

First observed

Jul 13, 2012

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.