Tri-lakes Financial Services, LLC

Tri-lakes Financial Services, LLC (CRD# 148676) is a financial advisory firm headquartered in Forsyth, MO. They manage $12,000,000 in 110 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $109,091
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
  • Selection of other advisers (including private fund managers)
  • Other
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.

MO

Financial Advisors at Tri-lakes Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brian K. Atchley
CRD#: 4723050
15920 Us Hwy 160, Ste. 4, Forsyth, MO 65653
81
Wealthminder
score

Brian Atchley (CRD# 4723050) is an Investment Advisor Representative working at Tri-lakes Financial Services, LLC in Forsyth, MO and has over 12 years of experience in the finance industry.

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