Investment adviser · CRD 110149

FINANCIAL SOLUTIONS, LLC

Investment adviser filing (IA)

WAUKESHA, WI, United States · Form ADV filed Mar 9, 2023

Regulatory AUM
$852M
Form ADV · Item 5.F
Client accounts
2,166
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals382$489,978,48557.5%
Retirement plans26$193,439,52322.7%
Individuals290$161,099,92918.9%
Charities33$6,939,9490.8%
Corporations & businesses9$948,0420.1%
Filing source

Form ADV 1728225 · Mar 9, 2023 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 9, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

1900 AIRPORT ROAD, SUITE A
WAUKESHA, WI, 53188, United States

CRD 110149

Filing source

Form ADV 1728225 · Mar 9, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.