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Financial Solutions, Llc

Tel: 262-542-5200
1900 Airport Road
Suite A
Waukesha, Wisconsin  53188

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Financial Solutions, Llc

Financial Solutions, Llc is a Waukesha, Wisconsin based financial advisory firm with nearly $$953,367,096 in assets under management and provides investment advisory services for 2014 clients. There are currently 13 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting Services, Selection of Other Advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commision Based

Firm CRD#:

110149

SEC#:

801-107129

No. of Clients:

2014

Assets under Management

$953,367,096

No. of Advisors:

13

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