Advanced Financial Consultants

Finance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

2770 Commerce Dr NW, Rochester, Minnesot...

Phone Number

(507) 288-4248

Revenue

$7.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
2
1
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1

About Advanced Financial Consultants

Advanced Financial Consultants is a boutique financial advisory firm established in 1964, dedicated to providing tailored financial strategies for individuals and families. They offer comprehensive planning, generational planning, and tax & distribution planning services to help clients achieve their financial goals. With over 5,000 families served and $1.2 billion in assets under management, they emphasize a personal approach rooted in family values. Their intended clients include individuals and families seeking customized financial solutions to optimize their wealth and secure their financial future.Explore more
Advanced Financial Consultants's Social MediaPopular SearchesAdvanced Financial Consultantsadvanced financial consultants IncAdvanced Financial NetworkAdvanced Financial Network IncAdvanced Advisory Group IncSIC Code 62,628NAICS Code 52,522Show more

Advanced Financial Consultants Org Chart

JB
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President & Chief Executive Officer

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JN
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Team Member

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MN
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Team Member

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EL
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Team Member

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JL
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Team Member

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JB
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Investment Advisor & Representative

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RL
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Financial Advisor

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KV
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Investment Advisor & Representative

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AV
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Certified Financial Advanced Financial Consul...

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Compare insights from companies similar to Advanced Financial Consultants, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advanced Financial Consul...

$7.7M
11-50
Private
-
2009
JB
Jeffrey BiglerPresident & CEO
<$5M
11-50
Private
-
2006
SM
Shariq MoosaVice President, Digital Analytics
<$5M
1-10
Private
-
2010
DF
David FowlerWealth Advisor & Chief Financial Officer, Cpfa, Mrfc
<$5M
11-50
Private
-
2003
RF
Robin FreemanFinancial Professional
<$5M
1-10
Private
-
-
BZ
Bella ZemanClient Service Associate
<$5M
1-10
Private
-
2000
SH
Steven HassonDirector, Marketing
<$5M
1-10
Private
-
-
KP
Katy PfisterMarketing Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Advanced Financial Consultants is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Advanced Financial Consultants is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Advanced Financial Consultants.

Advanced Financial Consultants Tech Stack

A closer look at the technologies used by Advanced Financial Consultants

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Frequently Asked Questions Regarding Advanced Financial Consultants

What is Advanced Financial Consultants's official website?
Advanced Financial Consultants's official website is www.advancedfin.com
What is Advanced Financial Consultants's Revenue?
Advanced Financial Consultants's revenue is $7.7 Million
What is Advanced Financial Consultants's SIC code?
Advanced Financial Consultants's SIC: 62,628
What is Advanced Financial Consultants's NAICS code?
Advanced Financial Consultants's NAICS: 52,522
How many employees does Advanced Financial Consultants have?
Advanced Financial Consultants has 11-50 employees
What industry does Advanced Financial Consultants belong to?
Advanced Financial Consultants is in the industry of: Finance, Securities Trading
What is Advanced Financial Consultants competition?
Advanced Financial Consultants top competitors include: Investment Management Associates, StratiFi Strategic Finanical Solutions, 1847Financial - Johansen, Partners In Planning
What technology does Advanced Financial Consultants use?
Some of the popular technologies that Advanced Financial Consultants uses are: Cloudflare Website Optimization, Enom DNS Hosting, Smarsh, Datadog
How do I contact Advanced Financial Consultants?
Advanced Financial Consultants contact info: Phone number: (507) 288-4248 Website: www.advancedfin.com
What does Advanced Financial Consultants do?

Advanced Financial Consultants is a boutique financial advisory firm established in 1964, dedicated to providing tailored financial strategies for individuals and families. They offer comprehensive planning, generational planning, and tax & distribution planning services to help clients achieve their financial goals. With over 5,000 families served... and $1.2 billion in assets under management, they emphasize a personal approach rooted in family values. Their intended clients include individuals and families seeking customized financial solutions to optimize their wealth and secure their financial future.Read More

What are Advanced Financial Consultants social media links?
Advanced Financial Consultants Linkedin page Advanced Financial Consultants Facebook page
Is Advanced Financial Consultants a public company?
Advanced Financial Consultants is private company therefore does not currently have an official ticker symbol
See more information about Advanced Financial Consultants

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