Cfo Solutions LLC

Cfo Solutions LLC (CRD# 115898) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $14,177,000 in 17 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $833,941
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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, NM, TX

Financial Advisors at Cfo Solutions LLC
Showing 1 - 3 of 3 top financial advisors.
1
Roger L. Stolp
CRD#: 3069608
4127 E. Coolbrook Ave., Phoenix, AZ 85032
87
Wealthminder
score

Roger Stolp (CRD# 3069608) is an Investment Advisor Representative working at Cfo Solutions LLC in Phoenix, AZ and has 1 year of experience in the finance industry.

2
John M. Stolp
CRD#: 2737379
Phoenix, AZ
81
Wealthminder
score

John Stolp (CRD# 2737379) is an Investment Advisor Representative working at Cfo Solutions LLC in Phoenix, AZ and has over 20 years of experience in the finance industry.

3
Charles H. Tune
CRD#: 3121530
El Paso, TX
61
Wealthminder
score

Charles Tune (CRD# 3121530) is an Investment Advisor Representative working at Cfo Solutions LLC in El Paso, TX and has over 18 years of experience in the finance industry.

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