LPL Financial
44yrs
Top 1% by experience in Wisconsin
20yrs
Based in Marshfield, Wisconsin, Patrick Gall is a financial advisor with 20 years of industry experience. Patrick joined Retirement Wealth Solutions in 2022, after ten years at Eagle Strategies. Patrick’s designations include CFP® and ChFC.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 63% of advisors in Marshfield
Office110 East 2nd Street, Marshfield, WI 54449
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.2 million
Advisors at the firm3
States licensed ?2 states
Services through Retirement Wealth Solutions
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2022 – nowRetirement Wealth Solutions LLCCurrent firm
- 2011 – 2022Eagle Strategies LLCPreviously
Contact Patrick
(715) 384-5481Retirement Wealth Solutions main office 110 East 2nd StreetMarshfield, WI 54449Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Retirement Wealth Solutions at (715) 384-5481 and ask for Patrick Gall. Patrick works from the Marshfield, WI office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2006, about 20 years. More experience than 63% of advisors in Marshfield.
What licenses does Patrick hold?
Series 63. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Patrick paid?
Retirement Wealth Solutions reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
44yrs
Top 1% by experience in Wisconsin
Retirement Wealth Solutions
42yrs
Top 2% by experience in Wisconsin
Edward Jones
39yrs
Top 1% by experience at Edward Jones
Harbour Investments
33yrs
Top 11% by experience in Wisconsin
Ameriprise Financial Services
33yrs
Top 11% by experience nationwide