Be advised. This firm is no longer registered.

Financial Solutions, LLC

Financial Solutions, LLC (CRD# 110149) is a financial advisory firm headquartered in Waukesha, WI. They manage $852,405,928 in 2,166 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    852
    MILLION
  • Total Number of Accounts
    2,166
    ACCOUNTS
  • Average Account Value
    $393,539
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, FL, GA, IL, IN, MI, MN, NC, NE, OH, OK, SC, TX, WA, WI

Financial Advisors at Financial Solutions, LLC
No Advisor Found.
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