Unclaimed Profile

Jeffrey Scott Stuckert

FINANCIAL SOLUTIONS, LLC·WAUKESHA, Wisconsin

SIE, Series 7, Series 24, Series 63Clean record32 years registeredFINANCIAL SOLUTIONS, LLC

1900 AIRPORT ROAD, WAUKESHA, WI 53188CRD# 1476419Firm CRD# 110149

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Scott Stuckert · WAUKESHA, WI

Registration

CRD #1476419 · FINANCIAL SOLUTIONS, LLC · 32 years registered

Brand Profile

Not yet started

Career History

WORLD INVESTMENTS, LLC

Jun 2024 – present

WORLD INVESTMENT ADVISORS, LLC

Oct 2023 – present

ROYAL ALLIANCE ASSOCIATES, INC.

Nov 2011 – Mar 2016

NEW BERLIN, WI

FINANCIAL SOLUTIONS, LLC

Sep 1993 – Oct 2023

NEW BERLIN, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · September 22, 1993

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL SOLUTIONS, LLC

CRD 110149 · SEC 801-107129

AUM

$852M

Regulatory assets under management

Employees

2,166 client accounts

Services offered by FINANCIAL SOLUTIONS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Scott Stuckert offer?

Jeffrey Scott Stuckert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAUKESHA, Wisconsin for a consultation.

What are Jeffrey Scott Stuckert's credentials?

Jeffrey Scott Stuckert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Scott Stuckert located?

Jeffrey Scott Stuckert is based in WAUKESHA, Wisconsin, working with FINANCIAL SOLUTIONS, LLC. Their office serves clients in the WAUKESHA metropolitan area and surrounding communities.

How does Jeffrey Scott Stuckert charge for services?

Jeffrey Scott Stuckert's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL SOLUTIONS, LLC?

FINANCIAL SOLUTIONS, LLC has approximately 12 employees and manages $852M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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