AdvisorOS Directory
Claim Profile
Unclaimed Profile
PG

Patrick John Gall

RETIREMENT WEALTH SOLUTIONS LLC·MARSHFIELD, Wisconsin
Clean recordRETIREMENT WEALTH SOLUTIONS LLC
110 EAST 2ND STREET, MARSHFIELD, WI 54449CRD# 5118752Firm CRD# 317253

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick John Gall · MARSHFIELD, WI
Registration
CRD #5118752 · RETIREMENT WEALTH SOLUTIONS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick John Gall is a registered financial advisor based in MARSHFIELD, Wisconsin, affiliated with RETIREMENT WEALTH SOLUTIONS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Patrick

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Patrick is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
RETIREMENT WEALTH SOLUTIONS LLC
RETIREMENT WEALTH SOLUTIONS LLC
AUM
$141M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at RETIREMENT WEALTH SOLUTIONS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5118752
Firm CRD# 317253
View on FINRA BrokerCheck →

Looking for a financial advisor in MARSHFIELD?

Browse all registered financial advisors in MARSHFIELD, Wisconsin or claim this profile if it's yours.

Browse MARSHFIELD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Patrick John Gall offer?
Patrick John Gall specializes in Financial Planning, Investment Management. Contact their office in MARSHFIELD, Wisconsin for a consultation.
What are Patrick John Gall's credentials?
Patrick John Gall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick John Gall located?
Patrick John Gall is based in MARSHFIELD, Wisconsin, working with RETIREMENT WEALTH SOLUTIONS LLC. Their office serves clients in the MARSHFIELD metropolitan area and surrounding communities.
How does Patrick John Gall charge for services?
Patrick John Gall's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RETIREMENT WEALTH SOLUTIONS LLC?
RETIREMENT WEALTH SOLUTIONS LLC has approximately 3 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)MEQUON (42)WAUSAU (30)MIDDLETON (29)NEENAH (25)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Request removal of this profile