FINANCIAL SOLUTIONS, LLC
  • FINANCIAL SOLUTIONS, LLC
  • HNI FINANCIAL, LLC
  • HNI FINANCIAL, INC

Adviser Profile

As of Date 01/02/2024
Registration status Terminated
ADV Location WAUKESHA, WI, United States
Contact Info 262 xxxxxxx
Websites
AUM* 852,405,928
of that, discretionary 637,540,284
Number of Employees 12
of those in investment advisory functions 6
Private Fund GAV* 0
Avg Account Size 427,057
% High Net Worth 56.85%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

Reported AUM

714M 612M 510M 408M 306M 204M 102M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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