SOLUTIONS FOR WEALTH MANAGEMENT, LLC

BOURBONNAIS, Illinois·8 registered advisors·CRD# 113570
SEC# 801-64327815-935-6636
01

Firm Overview

AUM
$174M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SOLUTIONS FOR WEALTH MANAGEMENT, LLC

8 registered advisors
Curtis Lee Dykstra
BOURBONNAIS, Illinois
Keith Brian Ohm
BOURBONNAIS, Illinois
Lawrence Kenneth Ohm
BOURBONNAIS, Illinois
Marcie Lynn Kolberg
BOURBONNAIS, Illinois
Mark Leslie Smith
BOURBONNAIS, Illinois
Michael Lee Stroud
BOURBONNAIS, Illinois
Stenzinger S Richard
BOURBONNAIS, Illinois
Wayne Douglas Koelling
BOURBONNAIS, Illinois
05

Office Locations

BOURBONNAIS, Illinois
8 advisors

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Data sourced from SEC Form ADV filings. SOLUTIONS FOR WEALTH MANAGEMENT, LLC (CRD# 113570) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.