Timothy Mcgrath is a registered investment advisor, based in Waukesha, WI, with 31 years of industry experience.
Location
1900 Airport Road, Waukesha, WI, 53188
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is a manager at Financial Solutions, LLC, providing investment advisory services, dedicating about a quarter of his time. He also works as an insurance agent, offering life, disability, and variable insurance, spending minimal time on this activity, and acts as a trustee for family trusts, spending minimal time on this activity.
Employment History
Current Registrations
World Investments, LLCBroker
World Investment Advisors, LLC
Previous Registrations
Financial Solutions, LLC
Royal Alliance Associates, INC.
Osaic Wealth, INC.Broker
Jltd Advisors, LLC
Wunderlich Securities, INC.
Wunderlich Securities, INC.Broker
Green Square Securities, LLCBroker
Horwitz & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations40 states
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