After 31 years with Commonwealth, firm chooses Osaic for innovation and robust advisor support

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced the affiliation of Gallagher Financial Services (“Gallagher Financial”), an independent wealth management firm based in St. Paul, Minn. Led by Mark Gallagher, Certified Financial Planner™ (CFP®) and Chartered Advisor in Philanthropy (CAP®), Gallagher Financial manages approximately $194 million in client assets.

After 31 years with Commonwealth, Gallagher faced a pivotal decision following the firm’s acquisition by LPL Financial. He evaluated several wealth management firms to identify the best long-term fit for his clients.

“After careful consideration, we decided to move to Osaic,” said Gallagher. “Osaic offers the right mix of local support, a clearing relationship with National Financial Services (NFS) to ensure a smooth transition, competitive advisory solutions, and a technology stack to support our clients today and well into the future.”

Osaic believes advisors thrive when they have the freedom to serve clients in ways that best fit their business model. Through its platform, Osaic provides the Gallagher Financial team with the independence to operate on their own terms while accessing industry-leading resources and support. This model promotes sustainable growth and reinforces Osaic’s commitment to long-term value and innovation.

“Gallagher Financial brings incredible energy and expertise to the Osaic community, and we’re honored to support their continued journey,” said Kristen Kimmell, executive vice president of business development at Osaic. “With access to Osaic’s advanced technology platform, we look forward to helping them enhance productivity, increase efficiency, and devote more time to their clients and business growth.”

To learn more about Osaic, please visit Osaic.com.

About Osaic:

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting approximately 11,000 financial professionals. Osaic’s mission is to create leading wealth management solutions that enhance lives and legacies. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC. and CW Advisors, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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