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Francis Timothy Lapowsky

Main Street Financial Solutions, LLC

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About Francis Timothy Lapowsky

Francis Lapowsky is an investment advisor representative with Main Street Financial Solutions, LLC. Francis holds the Series 7 and Series 66 licenses. Francis has been in the securities industry since 2014. Francis provides financial planning and portfolio management services to individuals and businesses. Main Street Financial Solutions, LLC is a Registered Investment Advisor (RIA). The firm manages approximately $1,770,646,602 in assets. Main Street Financial Solutions, LLC provides financial planning, pension consulting, and portfolio management services to individuals, businesses, charities, and pension and profit-sharing plans.

Firm Information

Francis Lapowsky is currently registered with Main Street Financial Solutions, LLC. Main Street Financial Solutions, LLC is an investment advisor based in Newtown, PA. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. With over $1.7 billion in regulatory assets under management, Main Street Financial Solutions, LLC serves over 5,200 clients across a variety of client types.
Main Street Financial Solutions, LLC

503 E. WASHINGTON AVENUE

NEWTOWN, PA 18940

$1.77B

Assets Under Management

37

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Francis Lapowsky’s Registration & Firm History

PA

01/12/2024 - Present

Main Street Financial Solutions, LLC (NEWTOWN PA)

PA

08/07/2017 - 01/16/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JENKINTOWN PA)

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Licenses & Designations

BOTH

Issued 09/18/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Francis Timothy Lapowsky.
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