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).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $135,430
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 - 3 of 3 top financial advisors.
1
Brandon D. Lavalley
CRD#: 6589069
150 Wells St #732, Erie, CO 80516
95
Wealthminder
score

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]

2
Aaron B. Milledge
CRD#: 6589063
Erie, CO
89
Wealthminder
score

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.

3
Benjamin J. Grisamore
CRD#: 6825662
Erie, CO
88
Wealthminder
score

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.

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