This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2017
- Office Locations
- 25
Office Locations
About Main Street Financial Solutions, LLC
Main Street Financial Solutions is an RIA providing fiduciary financial planning, investment management, and risk management for individuals and business owners, including retirement, tax, insurance, and estate-planning coordination. Portfolios are built via tailored asset allocation using ETFs and mutual funds and monitored with advanced reporting and rebalancing. Team includes 25+ CFP professionals serving clients in 10+ states; custody includes Schwab and Pershing.
Reported data analysis
What the numbers show
Between December 25, 2025 and August 10, 2026, reported AUM increased 0.5%, from $2.5B to $2.5B.
Across 5 reported observations, AUM increased 59.9% between April 22, 2022 and August 10, 2026, from $1.6B to $2.5B.
Of the latest reported AUM, 98.7% is discretionary and 1.3% is non-discretionary.
The firm reports 35 advisory representatives and 2,148 clients, or 61.4 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 25 reported office locations and 9 years in operation. The source data was last updated on August 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Main Street Financial Solutions, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
Unlock the underlying categories and values
The full Main Street Financial Solutions, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRETT ROBERT DANKO
Chief Executive Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2347783
- Ownership
- 50% but less than 75%
MICHAEL SCOTT MINTER
Chief Investment Officer, Owner
- CRD
- #4392283
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
Unlock allContacts
JAMES J BEVILLE
Partner
- CRD
- #4621795
JASON WAYNE BIRDWELL
--
- CRD
- #3255236
Showing 2 of 43 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,475,000,000 | $430,136 |
| Non-Discretionary | $33,000,000 | $358,696 |
| Total | $2,508,000,000 | $429,011 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Main Street Financial Solutions, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Main Street Financial Solutions, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.