Unclaimed Profile

Timothy Dennis Mcgrath

FINANCIAL SOLUTIONS, LLC·WAUKESHA, Wisconsin

SIE, Series 7, Series 24, Series 27, Series 63, Series 65, Series 99TOClean record22 years registeredFINANCIAL SOLUTIONS, LLC

1900 AIRPORT ROAD, WAUKESHA, WI 53188CRD# 2457062Firm CRD# 110149

Profile Verification

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

Identity

Timothy Dennis Mcgrath · WAUKESHA, WI

Registration

CRD #2457062 · FINANCIAL SOLUTIONS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

WORLD INVESTMENT ADVISORS, LLC

Oct 2023 – present

FINANCIAL SOLUTIONS, LLC

Feb 2013 – Oct 2023

WAUKESHA, WI

ROYAL ALLIANCE ASSOCIATES, INC.

Feb 2013 – Mar 2016

WAUKESHA, WI

JLTD ADVISORS, LLC

May 2010 – Mar 2016

CHICAGO, IL

WUNDERLICH SECURITIES, INC.

Oct 2003 – May 2010

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 63

Series 65

Series 99TO

Registration record

First registered · October 31, 2003

Years registered · 22

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 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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