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Derick L. Gallagher

WORK OPTIONAL, INC.·PLYMOUTH, Minnesota
Clean recordWORK OPTIONAL, INC.
3360 B ANNAPOLIS LANE NORTH, PLYMOUTH, MN 55447CRD# 7035356Firm CRD# 143430

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Derick L. Gallagher · PLYMOUTH, MN
Registration
CRD #7035356 · WORK OPTIONAL, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Derick L. Gallagher is a registered financial advisor based in PLYMOUTH, Minnesota, affiliated with WORK OPTIONAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
WORK OPTIONAL, INC.
WORK OPTIONAL, INC.
AUM
$173M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WORK OPTIONAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 7035356
Firm CRD# 143430
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Derick L. Gallagher offer?
Derick L. Gallagher specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLYMOUTH, Minnesota for a consultation.
What are Derick L. Gallagher's credentials?
Derick L. Gallagher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derick L. Gallagher located?
Derick L. Gallagher is based in PLYMOUTH, Minnesota, working with WORK OPTIONAL, INC.. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.
How does Derick L. Gallagher charge for services?
Derick L. Gallagher's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WORK OPTIONAL, INC.?
WORK OPTIONAL, INC. has approximately 3 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WORK OPTIONAL, INC.

Marc Daniel Langva
PLYMOUTH, MN
Jaime Lyn Langva
PLYMOUTH, MN

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