Targeted Wealth Solutions
Targeted Wealth Solutions (CRD# 282131) is a financial advisory firm headquartered in Erie, CO. They serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
Brandon Lavalley, MPAS (CRD# 6589069) is an Investment Advisor Representative working at Targeted Wealth Solutions in New Braunfels, TX and Colorado Springs , CO. He has 2 years of experience in the finance industry.
Aaron Milledge (CRD# 6589063) is an Investment Advisor Representative working at Targeted Wealth Solutions in Erie, CO and has 1 year of experience in the finance industry.