BC&I Wealth Management

Finance · Minnesota, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

2422 E 117th St Ste A, Burnsville, Minne...

Phone Number

(952) 277-0720

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
2
1
1
2

About BC&I Wealth Management

BC&I Wealth Management was founded by Randall Schumacher and James Ball 'JB' in 1984 and is located in Burnsville, MN. BC&I uses SII Investments, Inc., an independent Broker/Dealer, and specializes in corporate retirement and 401(k) plans and individual wealth management with over $130 million assets under management. We are here to provide integrity, the best possible high quality service and ongoing support to all our clients. James Ball is also the founder and president of Tee It Up For The Troops, Inc. a local and national golf event that raises money to support organizations that assist the fallen and disabled members and their families of US Armed Forces. BC&I Wealth Management firm representatives and advisors include Barry Minsker CFP® who specializes in financial and investment advisory planning and Robert Starkey specializing in individual and family Life, Long Term Care insurance and investments. Michelle Straub and Cary Natoli provide our firm with daily office administratiRead more
Popular SearchesBC&I Wealth ManagementBalanced Capital & InsuranceBC&I Wealth Management/Securities America IncBalanced Capital & Insurance LLCBalanced Capital InsuranceSIC Code 62,628NAICS Code 52,523Show more

BC&I Wealth Management Org Chart

PhoneEmail
MS
United States flag for contact location.

Administative Associate

PhoneEmail
CS
United States flag for contact location.

Executive Assistant

PhoneEmail
NC
United States flag for contact location.

To Financial Advisors Assistant

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is BC&I Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to BC&I Wealth Management

Compare insights from companies similar to BC&I Wealth Management, 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

BC&I Wealth Management

<$5M
1-10
Private
-
2015
MS
Michelle StraubAdministative Associate
<$5M
11-50
Private
-
2001
<$5M
1-10
Private
-
2010
JR
Jarrod RutledgeFounding Partner
<$5M
1-10
Private
-
-
SS
Shayok SarkarOperational Analyst
<$5M
1-10
Private
<$5M
2014
SJ
Scott JacksonFounder & Managing Director
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

BC&I Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

BC&I Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about BC&I Wealth Management.

BC&I Wealth Management Tech Stack

A closer look at the technologies used by BC&I Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding BC&I Wealth Management

What is BC&I Wealth Management's official website?
BC&I Wealth Management's official website is www.bcandi.com
What is BC&I Wealth Management's Revenue?
BC&I Wealth Management's revenue is <$5 Million
What is BC&I Wealth Management's SIC code?
BC&I Wealth Management's SIC: 62,628
What is BC&I Wealth Management's NAICS code?
BC&I Wealth Management's NAICS: 52,523
How many employees does BC&I Wealth Management have?
BC&I Wealth Management has 1-10 employees
What industry does BC&I Wealth Management belong to?
BC&I Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is BC&I Wealth Management competition?
BC&I Wealth Management top competitors include: Provident Wealth Management Group, Strong Financial Partners, Murphy Wealth Management, KASE Wealth Advisors
What technology does BC&I Wealth Management use?
Some of the popular technologies that BC&I Wealth Management uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, JQuery 1.11.1
How do I contact BC&I Wealth Management?
BC&I Wealth Management contact info: Phone number: (952) 277-0720 Website: www.bcandi.com
What does BC&I Wealth Management do?

BC&I Wealth Management was founded by Randall Schumacher and James Ball 'JB' in 1984 and is located in Burnsville, MN. BC&I uses SII Investments, Inc., an independent Broker/Dealer, and specializes in corporate retirement and 401(k) plans and individual wealth management with over $130 million assets under management. We are here to provide integri... ty, the best possible high quality service and ongoing support to all our clients. James Ball is also the founder and president of Tee It Up For The Troops, Inc. a local and national golf event that raises money to support organizations that assist the fallen and disabled members and their families of US Armed Forces. BC&I Wealth Management firm representatives and advisors include Barry Minsker CFP® who specializes in financial and investment advisory planning and Robert Starkey specializing in individual and family Life, Long Term Care insurance and investments. Michelle Straub and Cary Natoli provide our firm with daily office administration, support and back office processing.Read More

Is BC&I Wealth Management a public company?
BC&I Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about BC&I Wealth Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.