Tactical Wealth Solutions, LLC

Tactical Wealth Solutions, LLC (CRD# 139064) is a financial advisory firm headquartered in Aliso Viejo, CA. They manage $9,500,000 in 112 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $84,821
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
  • 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.

CA

Financial Advisors at Tactical Wealth Solutions, LLC
Showing 1 - 7 of 7 top financial advisors.
1
John J. Eisz
CRD#: 76704
33 Brookline, Aliso Viejo, CA 92656
93
Wealthminder
score

John Eisz (CRD# 76704) is an Investment Advisor Representative working at Tactical Wealth Solutions, LLC in Aliso Viejo, CA and has over 19 years of experience in the finance industry.

2
Jonathan B. Payne
CRD#: 5599841
33 Brookline, Aliso Viejo, CA 92656
93
Wealthminder
score

Jonathan Payne (CRD# 5599841) is an Investment Advisor Representative working at Tactical Wealth Solutions, LLC in Aliso Viejo, CA and has over 8 years of experience in the finance industry.

3
Mario S. Valdes
CRD#: 2711440
33 Brookline, Aliso Viejo, CA 92656
93
Wealthminder
score

Mario Valdes (CRD# 2711440) is an Investment Advisor Representative working at Tactical Wealth Solutions, LLC in Aliso Viejo, CA and has over 21 years of experience in the finance industry.

4
Bradley J. Barkate
CRD#: 6412521
33 Brookline, Aliso Viejo, CA 92656
87
Wealthminder
score

Bradley Barkate (CRD# 6412521) is an Investment Advisor Representative working at Tactical Wealth Solutions, LLC in Aliso Viejo, CA and has 1 year of experience in the finance industry.

5
Gilbert Figueroa
CRD#: 5666817
33 Brookline, Aliso Viejo, CA 92656
87
Wealthminder
score

Gilbert Figueroa (CRD# 5666817) is an Investment Advisor Representative working at Tactical Wealth Solutions, LLC in Aliso Viejo, CA and has 1 year of experience in the finance industry.

6
Leonard P. Hackett
CRD#: 232941
33 Brookline, Aliso Viejo, CA 92656
87
Wealthminder
score

Leonard Hackett (CRD# 232941) is an Investment Advisor Representative working at Tactical Wealth Solutions, LLC in Aliso Viejo, CA and has 1 year of experience in the finance industry.

7
Philip O. Shapiro
CRD#: 1570384
33 Brookline, Aliso Viejo, CA 92656
87
Wealthminder
score

Philip Shapiro (CRD# 1570384) is an Investment Advisor Representative working at Tactical Wealth Solutions, LLC in Aliso Viejo, CA and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.