Financial Solutions, LLC

Financial Solutions, LLC (CRD# 110149) is a financial advisory firm headquartered in Waukesha, WI. They manage $327,114,907 in 982 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    327
    MILLION
  • Total Number of Accounts
    982
    ACCOUNTS
  • Average Account Value
    $333,111
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Other
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.

AR, CA, IL, IN, OH, OK, TX, WI

Financial Advisors at Financial Solutions, LLC
Showing 1 - 8 of 8 top financial advisors.
1
William J. Kenton
CRD#: 1954205
1900 Airport Road, Suite A, Waukesha, WI 53188
96
Wealthminder
score

William Kenton (CRD# 1954205) is an Investment Advisor Representative working at Financial Solutions, LLC in Waukesha, WI and has over 14 years of experience in the finance industry. William Kenton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kenneth R. Stuckert
CRD#: 4889984
1900 Airport Road, Suite A, Waukesha, WI 53188
96
Wealthminder
score

Kenneth Stuckert (CRD# 4889984) is an Investment Advisor Representative working at Financial Solutions, LLC in Waukesha, WI and has over 7 years of experience in the finance industry. Kenneth Stuckert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Timothy D. McGrath
CRD#: 2457062
1900 Airport Road, Suite A, Waukesha, WI 53188
93
Wealthminder
score

Timothy McGrath (CRD# 2457062) is an Investment Advisor Representative working at Financial Solutions, LLC in Waukesha, WI and has over 22 years of experience in the finance industry.

4
James D. McQuaid
CRD#: 2931231
937 W. Randolph Street, Suite 2e, Chicago, IL 60607
93
Wealthminder
score

James McQuaid (CRD# 2931231) is an Investment Advisor Representative working at Financial Solutions, LLC in Chicago, IL and has over 19 years of experience in the finance industry.

5
James P. McQuaid
CRD#: 5742979
937 West Randolph Street, Suite 2e, Chicago, IL 60607
93
Wealthminder
score

James McQuaid (CRD# 5742979) is an Investment Advisor Representative working at Financial Solutions, LLC in Chicago, IL and has over 6 years of experience in the finance industry.

6
Jeffrey S. Stuckert
CRD#: 1476419
1900 Airport Road, Suite A, Waukesha, WI 53188
93
Wealthminder
score

Jeffrey Stuckert (CRD# 1476419) is an Investment Advisor Representative working at Financial Solutions, LLC in Waukesha, WI and has over 30 years of experience in the finance industry.

7
Horace Seely-Brown
CRD#: 2921928
937 S. Randolph Street, Suite 2e, Chicago, IL 60607
83
Wealthminder
score

Horace Seely-Brown (CRD# 2921928) is an Investment Advisor Representative working at Financial Solutions, LLC in Chicago, IL and has over 18 years of experience in the finance industry.

8
Timothy C. Burke
CRD#: 2156205
937 W. Randolph Street, Suite 2e, Chicago, IL 60607
58
Wealthminder
score

Timothy Burke (CRD# 2156205) is an Investment Advisor Representative working at Financial Solutions, LLC in Chicago, IL and has over 25 years of experience in the finance industry.

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