Ian Gallagher has been an investment adviser representative at Carlson & Company Financial Services since March 2026, and is not listed among the firm’s executive officers or direct owners.
Carlson & Company Financial Services, LLC is a Topeka, KS firm with $632M under management, 1,097 clients and 10 advisers across 5 offices, as of its March 2026 filing.
- Carlson FinancialCurrent– present · under a yearGlen Allen, VA · Adviser representative · Firm CRD 295907
Investment adviser representative registrations
Ian Gallagher is registered as an investment adviser representative in 2 states. Each was approved in March 2026.
- ColoradoSince 2 March 2026
- VirginiaSince 2 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 March 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ian Michael Gallagher
- CRD
- 8004690
- Firm
- Carlson & Company Financial Services · CRD 295907
- Office
- 5207 HICKORY PARK DR, SUITE E, Glen Allen, VA 23059
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Ian Gallagher work?
Ian Gallagher is an investment adviser representative registered through Carlson & Company Financial Services, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Ian Gallagher a financial advisor?
Yes. Ian Gallagher has a current investment-adviser registration in Colorado and Virginia, through Carlson & Company Financial Services since March 2026.
How many years of experience does Ian Gallagher have?
Ian Gallagher has 0 years in the financial industry, since March 2026, across 1 adviser firm.
What exams has Ian Gallagher passed?
Ian Gallagher passed the Series 65 in March 2026.
Where is Ian Gallagher based?
Ian Gallagher’s registered office is in Glen Allen, VA.
Is Ian Gallagher registered with FINRA?
No. Ian Gallagher has no current broker registration.
How can I verify Ian Gallagher’s record?
Search CRD 8004690 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ian Gallagher’s full registration record.