Financial ADVSR advisor directory · SEC adviser records
Targeted Wealth Solutions financial advisors
Every SEC-registered investment adviser representative at Targeted Wealth Solutions, by the state and city of the office they work from.
The short answer
3 registered advisors work at Targeted Wealth Solutions, in 2 states and 2 cities; the most are in Colorado Springs, CO (2). 0 list the CFP designation and 0 are also registered broker representatives.
Search every Targeted Wealth Solutions advisor by name →Who joined and left Targeted Wealth Solutions →
Cities with the most Targeted Wealth Solutions advisors
Targeted Wealth Solutions advisors by state
Questions
How many financial advisors does Targeted Wealth Solutions have?
3 investment adviser representatives are registered with Targeted Wealth Solutions, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 0 list the CFP designation and 0 are also registered as broker representatives.
Where does Targeted Wealth Solutions have the most advisors?
Colorado Springs, CO, with 2 registered advisors, then Selma, TX (1). By state, Colorado has the most, with 2.
How do I find a Targeted Wealth Solutions financial advisor near me?
Pick your state below, then your city, to see every Targeted Wealth Solutions advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Targeted Wealth Solutions offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →