Michael BosenCRD Number: 5429693
Current Firm: Gallacher Capital Management, LLC
Michael Bosen (CRD# 5429693) is an Investment Advisor Representative working at Gallacher Capital Management, LLC in Lone Tree, CO and has over 10 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Fit Financial Consulting LLC
|Gallacher Capital Management LLC||Mesa, AZ||Jan 2011 - Current||7|
|Lpl Financial LLC||Mesa, AZ||Sep 2009 - Current||8|
|Gallacher, Bosen & Goodman Pllc||Mesa, AZ||Jan 2006 - Current||12|
|Gbg Wealth Advisors||Mesa, AZ||Sep 2009 - Oct 2015||6|
|Mutual Service Corporation||Mesa, AZ||Dec 2007 - Sep 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2008|
|S65||NASAA Investment Advisors Law Examination||Jan 2009|
Total Assets Under Management280MILLIONS
Total Number of Accounts1,155ACCOUNTS
Average Account Value$242,576
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, TX, UT
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