The value of a team approach
At Gallagher Finkenaur Wealth Management Group of Wells Fargo Advisors, we leverage a team-based approach to help us go that extra mile for you. As a client, you can work with any and all of our associates. Our team members have the complementary strengths and skills necessary to cover most financial issues. With over 60 years combined tenure, we’ve built a disciplined process to help us get to know you, your family or organization on a deep, personal level, so it becomes more about your family, aspirations, and goals rather than just your investments.
Kelly Gallagher
Senior Vice President - Investments
PIM Portfolio Manager
Brady Finkenaur, CFA, CFP, MBA
Senior Financial Advisor
Managing Director - Investments
Team Credentials & Accolades
PIM® Portfolio Manager
Kelly Gallagher is a PIM® Portfolio Manager. The PIM® program is a customized portfolio management program geared toward creating investment portfolios to meet specific investment goals. Kelly has met stringent criteria based on experience and expertise, and acts as a Personal Portfolio Manager.
Brady Finkenaur, CERTIFIED FINANCIAL PLANNNER®
Brady Finkenaur has the CERTIFIED FINANCIAL PLANNER® professional certification. To earn his CFP® credential, he completed hundreds of hours of rigorous courses and examinations. These courses were followed by a comprehensive examination administered according to the Certified Financial Planner Board of Standards.
Chartered Financial Analyst
Brady Finkenaur has earned his Chartered Financial Analyst Certification. The CFA is a globally-recognized professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. As a CFA charter holder, Brady has a strong global investment knowledge, institutional-level investment credentials and advanced portfolio management skills. Bound by a strict code of ethics and a fiduciary standard of care, he always places your interests first.
CFP®, CERTIFIED FINANCIAL PLANNER® are certification marks owned by the CFP® Board. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.
The Private Investment Management (PIM) program is not designed for excessively traded or inactive accounts, and may not be appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.