AS a PIM Portfolio Manager, Kelly Gallagher works closely with Senior Financial Advisor Brady Finkenaur to utilize customized portfolio management strategies and leverage the extensive resources of Wells Fargo Advisors and other outside affiliates to build and manage diversified investment portfolios.
The Gallagher Finkenaur Cook Wealth Management Group of Wells Fargo Advisors is an asset-based, advisory (fee-based) wealth management group. Advisory services including investment advice, investment planning, retirement planning, trading, and administrative costs are all part of a convenient one fee structure (account minimums apply).
Private Investment Management (PIM)
The PIM program is a customized portfolio management program geared toward your specific investment goals. When selecting the securities for your portfolio, we use a highly-disciplined process to conduct a detailed analysis of companies, industries and overall economic conditions. We stay informed and knowledgeable about complex investment and tax policies, leveraging our network of thought leaders, both inside and outside the firm, to integrate their insights with our own. This research informs our perspectives as we construct an appropriate asset allocation strategy based on your personal investment style, lifestyle and income needs.
The PIM program is not 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.