Financial Solutions, Inc.

Financial Solutions, Inc. (CRD# 123760) is a financial advisory firm headquartered in Tulsa, OK. They manage $119,699,509 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $14,962,439
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

OK

Financial Advisors at Financial Solutions, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Gary W. Gould
CRD#: 1058012
320 South Boston, Suite 1130, Tulsa, OK 74103

Gary Gould (CRD# 1058012) is an Investment Advisor Representative working at Financial Solutions, Inc. in Tulsa, OK and has over 16 years of experience in the finance industry.

2
Richard I. Kohlbacher
CRD#: 6422534
320 South Boston, Suite 1130, Tulsa, OK 74103

Richard Kohlbacher (CRD# 6422534) is an Investment Advisor Representative working at Financial Solutions, Inc. in Tulsa, OK and has over 5 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.