Solutions 4 Wealth

Solutions 4 Wealth (CRD# 143248) is a financial advisory firm headquartered in Southlake, TX. They manage $141,888,912 in 546 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
566 North Kimball Ave, Suite 120, Southlake, TX 76092
https://www.linkedin.com/company/51692482/
By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • Total Number of Accounts
    546
    ACCOUNTS
  • Average Account Value
    $259,870
Compensation Options
  • A percentage of assets under your management
  • 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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NH, SC, TX

Financial Advisors at Solutions 4 Wealth
Showing 1 - 6 of 6 top financial advisors.
1
Edward Farmer, financial advisor Southlake TX
Edward B. Farmer
CRD#: 4039259
566 North Kimball Ave, Suite 120, Southlake, TX 76092

Edward Farmer (CRD# 4039259) is an Investment Advisor Representative working at Solutions 4 Wealth in Southlake, TX and has over 24 years of experience in the finance industry.

2
Suzanne Fitzgerald, financial advisor Plano TX
Suzanne M. Fitzgerald
CRD#: 3136145
Plano, TX

Suzanne Fitzgerald (CRD# 3136145) is an Investment Advisor Representative working at Solutions 4 Wealth in Plano, TX and has over 24 years of experience in the finance industry.

3
Donald Hatcher, financial advisor Southlake TX
Donald L. Hatcher
CRD#: 7026308
566 North Kimball Ave, Suite 120, Southlake, TX 76092

Donald Hatcher (CRD# 7026308) is an Investment Advisor Representative working at Solutions 4 Wealth in Southlake, TX and has over 5 years of experience in the finance industry.

4
Matthew Winebrenner, financial advisor Southlake TX
Matthew L. Winebrenner
CRD#: 2967590
566 North Kimball Ave, Suite 120, Southlake, TX 76092

Matthew Winebrenner (CRD# 2967590) is an Investment Advisor Representative working at Solutions 4 Wealth in Southlake, TX and has over 8 years of experience in the finance industry.

5
Kade Orsburn, financial advisor Southlake TX
Kade J. Orsburn
CRD#: 7475893
566 North Kimball Ave, Suite 120, Southlake, TX 76092

Kade Orsburn (CRD# 7475893) is an Investment Advisor Representative working at Solutions 4 Wealth in Southlake, TX and has over 2 years of experience in the finance industry.

6
Tyler Wacaster, financial advisor Southlake TX
Tyler H. Wacaster
CRD#: 7579748
566 North Kimball Ave, Suite 120, Southlake, TX 76092

Tyler Wacaster (CRD# 7579748) is an Investment Advisor Representative working at Solutions 4 Wealth in Southlake, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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