Service One Financial

Service One Financial (CRD# 149137) is a financial advisory firm headquartered in Lake Forest, CA. They manage $3,000,000 in 35 accounts and serve the financial needs of clients across 2 states (or territories).

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
  • Fixed fees (other than subscription fees)
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
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.


Financial Advisors at Service One Financial
Showing 1 - 1 of 1 top financial advisors.
Gary A. Psotka
CRD#: 1209280
23101 Lake Center Drive, Suite 150, Lake Forest, CA 92630

Gary Psotka (CRD# 1209280) is an Investment Advisor Representative working at Service One Financial in Lake Forest, CA and has over 34 years of experience in the finance industry.

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