Douglas James Lagerstrom
Investment adviser representative at Private Wealth Solutions, LLC
18 yearsExperience
3 statesRegistered in
$500MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Private Wealth Solutions, LLCSep 2017 to now
- Kovack Securities, IncSep 2008 to now
- Kovack AdvisorsSep 2008 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 3 states (CA, NV, TX).
Private Wealth Solutions, LLC
$500MAssets managed
275Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2177433
- Firm CRD
- 289437