Fifth Third Securities
40yrs
Top advisor by experience in Rolling Meadows
29yrs
Stephen Mann
Full name on record: Stephen Daniel Mann
Financial advisor at Gallagher Fiduciary Advisors
Stephen Mann is a fiduciary financial advisor in Rolling Meadows, Illinois, with 29 years in the industry. Stephen joined Gallagher Fiduciary Advisors in 2022, after six years at Kestra Advisory Services and three years at Kestra Investment Services. Gallagher Fiduciary Advisors offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 69 advisors with offices in Rolling Meadows, and one of 66 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 17% by experience at Gallagher Fiduciary Advisors
Office2850 Golf Road, Rolling Meadows, IL 60008
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$248,122
Advisors at the firm127
States licensed ?2 states
Services through Gallagher Fiduciary Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowGallagher Fiduciary Advisors, LLCCurrent firm
- 2016 – 2022Kestra Advisory Services, LLCPreviously
- 2013 – 2016Kestra Investment Services, LLCPreviously
- 2001 – 2003Park Avenue Securities LLCPreviously
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Stephen
How do I contact Stephen?
Call Gallagher Fiduciary Advisors at (630) 773-3800 and ask for Stephen Mann. Stephen works from the Rolling Meadows, IL office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 1997, about 29 years. Top 17% by experience at Gallagher Fiduciary Advisors.
What licenses does Stephen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Gallagher Fiduciary Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
36yrs
Top 3% by experience in Rolling Meadows
LPL Financial
35yrs
Top 4% by experience in Rolling Meadows
Gallagher Fiduciary Advisors
34yrs
Top 6% by experience in Rolling Meadows
Leading Edge Wealth Management
34yrs
Top 7% by experience in Rolling Meadows
Primerica Advisors
34yrs
Top 9% by experience in Rolling Meadows