← Tributary

FINANCIAL SOLUTIONS, INC.

TULSA, OK · CRD 123760 · IAPD ↗ · 918-585-5858

$74.5MRegulatory AUM
2Advisory reps
2Employees
5Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2025 — FINANCIAL SOLUTIONS, INC. (TULSA, OK) left the SEC roster (was $74.5M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2024 — FINANCIAL SOLUTIONS, INC. reported RAUM down 53% ($160.2M -> $74.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.