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 18 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 7 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 20 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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