Brandon Lavalley, financial advisor New Braunfels TX

Brandon Lavalley

CRD Number: 6589069
Current Firm: Targeted Wealth Solutions
Compensation Model: Fee Only

Brandon Lavalley (CRD# 6589069) is an Investment Advisor Representative at Targeted Wealth Solutions and has clients residing across the globe. He has a master's degree in financial planning and holds the professional credentials MPAS® (Master Planner Advanced Studies).  Brandon has worked for Targeted Wealth Solutions as an advisor since 2014. He graduated from the US Air Force Academy in 2003 and flew fighter jets for over a decade prior to Co-founding Targeted Wealth Solutions. He specializes in helping individuals, veterans, and small business owners with complex financial planning problems. Targeted Wealth Solutions is a FEE ONLY, Fiduciary, Registered Investment Advisor and never sells products or receives a commission. If you would like more information you can contact Brandon via the firm's website: www.targetedwealthsolutions.com or directly by e-mail at [email protected]

CONTACT
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Company Name Location Dates Years
Targeted Wealth Solutions LLC Erie, CO Jan 2016 - Current 8
United States Air Force/united States Air Force Reserve Joint Base San Antonio - Randolph, TX Jun 1999 - Current 24
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2016
Contact Info for Brandon D. Lavalley
By the Numbers
  • Total Assets Under Management
    38
    MILLIONS
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $204,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

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