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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-10-20 |
| IL | RA | APPROVED | 2023-10-19 |
Branch Locations
108 South Wynstone Park Drive, Suite 110, North Barrington, IL 60010 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Solutions, Llc | Waukesha | WI | 02/2016 | 10/2023 |
| Osaic Wealth, Inc. | Jersey City | NJ | 03/2016 | 05/2024 |
| Pensionmark Financial Group | Santa Barbara | CA | 10/2023 | Present |
| Tfs Securities, Inc. | Lincroft | NJ | 06/2024 | Present |
1. Financial Solutions, LLc; Investment Related; 1900 Airport Road, Suite A, Waukesha, WI 53188; Wealth Management/Financial Planning/Investment Advisory Services; Partner; 02/18/2016; 160 hours per month; 160 hours during trading hours; Financial Planning & Investment Advisory Services. 2. Insurance - Various Companies; Non-Investment Related; 108 South Wynstone Park Driver, Suite 110, North Barrington, IL, 60010; Insurance; Insurance Agent; 2/18/2016; 5 hours per month; 5 hours during trading hours; Insurance sales are complementary to our financial planning process for clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-19 |
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