Patrick Gall, financial advisor Marshfield WI

Patrick Gall

CRD Number: 5118752
Current Firm: Retirement Wealth Solutions LLC

Patrick Gall (CRD# 5118752) is an Investment Advisor Representative working at Retirement Wealth Solutions LLC in Marshfield, WI and has over 16 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Retirement Wealth Solutions Marshfield, WI Sep 2009 - Current 12
Eagle Strategies LLC Marshfiled, WI Sep 2011 - Jan 2022 10
New York Life Marshfield, WI Apr 2006 - Jan 2022 15
Nylife Securities Marshfield, WI Apr 2006 - Jan 2022 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2006
Contact Info for Patrick J. Gall
Phone Number: 715-384-5481
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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