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).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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.

CO, TX

Financial Advisors at Targeted Wealth Solutions
Showing 1 - 2 of 2 top financial advisors.
1
Brandon D. Lavalley
CRD#: 6589069
New Braunfels, TX
87
Wealthminder
score

Brandon Lavalley (CRD# 6589069) is an Investment Advisor Representative working at Targeted Wealth Solutions in New Braunfels, TX and has 1 year of experience in the finance industry.

2
Aaron B. Milledge
CRD#: 6589063
Erie, CO
87
Wealthminder
score

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.

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