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Timothy Dennis Mcgrath

FINANCIAL SOLUTIONS, LLC·WAUKESHA, Wisconsin
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1900 AIRPORT ROAD, WAUKESHA, WI 53188CRD# 2457062Firm CRD# 110149
01

About

Timothy Dennis Mcgrath is a registered financial advisor based in WAUKESHA, Wisconsin, affiliated with FINANCIAL SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL SOLUTIONS, LLC
FINANCIAL SOLUTIONS, LLC
AUM
$852M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at FINANCIAL SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2457062
Firm CRD# 110149
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Timothy Dennis Mcgrath offer?
Timothy Dennis Mcgrath specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAUKESHA, Wisconsin for a consultation.
What are Timothy Dennis Mcgrath's credentials?
Timothy Dennis Mcgrath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Dennis Mcgrath located?
Timothy Dennis Mcgrath is based in WAUKESHA, Wisconsin, working with FINANCIAL SOLUTIONS, LLC. Their office serves clients in the WAUKESHA metropolitan area and surrounding communities.
How does Timothy Dennis Mcgrath charge for services?
Timothy Dennis Mcgrath'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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Other advisors in WAUKESHA
Kenneth John Herdeman — EHLERS INVESTMENT PARTNERS, LLCSean Lentz — EHLERS INVESTMENT PARTNERS, LLCMike Harrigan — EHLERS INVESTMENT PARTNERS, LLCBruce Kimmel — EHLERS INVESTMENT PARTNERS, LLCBarry S. Arnold — GLOBAL VIEW CAPITAL MANAGEMENT LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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