Timothy
Mcgrath
Financial Solutions, LLC
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About this Advisor
Timothy Mcgrath is a financial advisor based in Waukesha, Wisconsin with a total of 10 years of relevant experience. Mcgrath is currently employed by Financial Solutions, LLC. Mcgrath has gained experience at Jltd Advisors, LLC, Royal Alliance and Financial Solutions, LLC. Mcgrath holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California, Ohio, Oklahoma, Texas and Wisconsin. Financial Solutions, LLC is a business that has its headquarters in Waukesha, WI. The firm has offices in two locations and a total of 12 people on staff. It oversees $852 million in total assets across its 2,166 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm serves 33 charities and foundations. Of its 2,166 customer accounts, 52% are associated with high-net-worth clients who have more than $1 million in assets. Financial Solutions, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on the type of services provided. Fees charged by Financial Solutions, LLC likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Solutions, LLC Brokerage Details
$852,405,928
12
2,166
$393,539
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Timothy Mcgrath Work History
Timothy has been registered as a financial advisor for 10 years.*
Royal Alliance
Financial Solutions, LLC
Jltd Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Timothy Mcgrath to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Solutions, LLC
Waukesha, WI
Chicago, IL
Waukesha, WI
Waukesha, WI
Chicago, IL
New Berlin, WI
New Berlin, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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