Matthew Gallagher (CRD# 5307692) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 17 years of experience in the finance industry. Matthew Gallagher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prosperity Wealth Management, LLC | Southlake, TX | Jul 2019 - Current | 4 |
| Change Path, LLC | Leawood, KS | May 2017 - Current | 6 |
| Gallagher & Sons Wealth Management | Southlake, TX | Apr 2019 - Jun 2019 | < 1 |
| Gallagher Financial Group | Hurst, TX | Nov 2007 - Mar 2019 | 11 |
| Client One Securities, LLC | Hurst, TX | Jan 2016 - May 2017 | 1 |
| Cherry Advisors | Hurst, TX | May 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2007 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2011 |
- TX
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Total Assets Under Management3,430MILLIONS
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Total Number of Accounts21,910ACCOUNTS
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Average Account Value$156,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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