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Patrick John Gall

RETIREMENT WEALTH SOLUTIONS LLC·MARSHFIELD, Wisconsin
SIE, Series 6, Series 7, Series 63CFPChFCClean record14 years registeredRETIREMENT 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 · 14 years registered
Brand Profile
Not yet started
01

Career History

RETIREMENT WEALTH SOLUTIONS LLC
Jan 2022 – present
EAGLE STRATEGIES LLC
Sep 2011 – Jan 2022
MARSHFIELD, WI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Registration record
First registered · September 20, 2011
Years registered · 14
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RETIREMENT WEALTH SOLUTIONS LLC
CRD 317253 · SEC 801-129528
AUM
$141M
Regulatory assets under management
Employees
3
456 client accounts
Services offered by RETIREMENT WEALTH SOLUTIONS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RETIREMENT WEALTH SOLUTIONS LLC →
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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 holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
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.
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Nearby cities in Wisconsin
MILWAUKEE (252)MADISON (129)GREEN BAY (65)WAUKESHA (56)APPLETON (53)BROOKFIELD (51)MEQUON (32)MIDDLETON (25)NEENAH (23)WAUSAU (21)
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