Advisor at Retirement Wealth Solutions LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Retirement Wealth Solutions LLC
Location
Marshfield, WI 54449
Credentials
CFP®, ChFC®, Series 63
Industry experience
19 years
Patrick Gall is a CFP® and ChFC® with 19 years of industry experience. He is currently with Retirement Wealth Solutions LLC, where he has worked since 2022, following prior roles at Eagle Strategies LLC and New York Life. Gall serves on the boards of the ODC Foundation Inc. and the Marshfield Clinic Health System YMCA. Retirement Wealth Solutions LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs a customized investment approach emphasizing asset allocation, risk management, and tax awareness, managing approximately $227 million in discretionary assets across a three-advisor team.
Fixed fees for financial planning projects range from $2,500 to $50,000 per project
Up to 2.00% per annum
Hourly financial planning fees range from $250 to $500 per hour, $2,500 minimum
Minimum fee: Minimum annual platform fee of $50 may be charged if managed assets fall below $125,000 (applicable to Envestnet platform clients) Fee-only: Financial planning services offered via fixed fees ($2,500 to $50,000 per project) or hourly fees ($250 to $500 per hour, $2,500 minimum)
110 East 2 Nd Street
Marshfield, WI 54449
Texas · Wisconsin
Retirement Wealth Solutions
2022 - Present (4 years)
Eagle Strategies (NY Life)
2011 - 2022 (11 years)
NYLIFE Securities
2006 - 2022 (16 years)
NEW YORK LIFE
2006 - 2022 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Marshfield, WI
Retirement Wealth Solutions LLC
Series 65
Marshfield, WI
Retirement Wealth Solutions LLC
Series 63, Series 65
Marshfield, WI
Harbour Investments, Inc.
Series 66
Marshfield, WI
Harbour Investments, Inc.
Series 63, Series 66
Marshfield, WI
OSAIC
Series 63
Marshfield, WI
Edward Jones
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