Targeted Wealth Solutions
Targeted Wealth Solutions (CRD# 282131) is a financial advisory firm headquartered in Erie, CO. They manage $6,906,953 in 51 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts51ACCOUNTS
Average Account Value$135,430
- 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 (CRD# 6589069) is an Investment Advisor Representative at Targeted Wealth Solutions and has clients residing across the globe. He has a master's degree in financial planning and holds the professional credentials MPAS® (Master Planner Advanced Studies). Brandon has worked for Targeted Wealth Solutions as an advisor since 2014. He graduated from the US Air Force Academy in 2003 and flew fighter jets for over a decade prior to Co-founding Targeted Wealth Solutions. He specializes in helping individuals, veterans, and small business owners with complex financial planning problems. Targeted Wealth Solutions is a FEE ONLY, Fiduciary, Registered Investment Advisor and never sells products or receives a commission. If you would like more information you can contact Brandon via the firm's website: www.targetedwealthsolutions.com or directly by e-mail at [email protected]
Aaron Milledge (CRD# 6589063) is an Investment Advisor Representative working at Targeted Wealth Solutions in Erie, CO and has over 2 years of experience in the finance industry.
Benjamin Grisamore (CRD# 6825662) is an Investment Advisor Representative working at Targeted Wealth Solutions in Erie, CO and has 1 year of experience in the finance industry.