Bettendorf Financial Group

Finance · Iowa, United States · 1-10 Employees

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Overview

Headquarters

1717 State St Ste 101, Bettendorf, Iowa,...

Phone Number

(563) 441-9903

Revenue

<$5 Million

Industry

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

About Bettendorf Financial Group

Bettendorf Financial Group is a financial services firm that specializes in personalized financial planning, investment advice, retirement planning, and insurance solutions. They prioritize understanding each client's unique financial goals and circumstances to provide tailored recommendations. The firm operates on a fiduciary basis, ensuring that clients' best interests are always put first, whether through transactional or advisory services. Additionally, they maintain a network of professionals for referrals to address advanced planning needs beyond their core offerings.Explore more
Bettendorf Financial Group's Social MediaPopular SearchesBettendorf Financial GroupDW Insurance CoFinancial Group offers financial servicesBettendorf Financial Group-Linsco Private LedgerBettendorfFinancialSIC Code 62,628NAICS Code 52,523Show more

Bettendorf Financial Group Org Chart

PhoneEmail
Dawn Wales, Chief Operating Officer at Bettendorf Financial Group
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Chief Operating Officer

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DW
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President & Principal

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JF
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Administrative Assistant

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JT
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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bettendorf Financial Grou...

<$5M
1-10
Private
-
1999
Dawn Wales, Chief Operating Officer at Bettendorf Financial Group
Dawn WalesChief Operating Officer
<$5M
11-50
Private
-
2007
<$5M
11-50
Private
-
2000
Eric Bishoff, President & Chief Executive Officer at The Bishoff Financial Group
Eric BishoffPresident & CEO
<$5M
11-50
Private
-
2022
SM
Sharon MurrayDirector, Operations
<$5M
1-10
Private
-
2021
Dana Pollard, Chief Executive Officer & Principal at Lumitas Wealth Strategies
Dana PollardCEO & Principal
<$5M
1-10
Private
-
-
SR
Suzanne RasdalDirector, Client Support
<$5M
1-10
Private
-
2012
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Bettendorf Financial Group Tech Stack

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Frequently Asked Questions Regarding Bettendorf Financial Group

What is Bettendorf Financial Group's official website?
Bettendorf Financial Group's official website is www.bettendorffinancial.com
What is Bettendorf Financial Group's Revenue?
Bettendorf Financial Group's revenue is <$5 Million
What is Bettendorf Financial Group's SIC code?
Bettendorf Financial Group's SIC: 62,628
What is Bettendorf Financial Group's NAICS code?
Bettendorf Financial Group's NAICS: 52,523
How many employees does Bettendorf Financial Group have?
Bettendorf Financial Group has 1-10 employees
What industry does Bettendorf Financial Group belong to?
Bettendorf Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Bettendorf Financial Group competition?
Bettendorf Financial Group top competitors include: Alpha Omega Wealth Partners, Open Trail Financial Consultants, Edge Investment Solutions, The Bishoff Financial Group
What technology does Bettendorf Financial Group use?
Some of the popular technologies that Bettendorf Financial Group uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Bettendorf Financial Group?
Bettendorf Financial Group contact info: Phone number: (563) 441-9903 Website: www.bettendorffinancial.com
What does Bettendorf Financial Group do?

Bettendorf Financial Group is a financial services firm that specializes in personalized financial planning, investment advice, retirement planning, and insurance solutions. They prioritize understanding each client's unique financial goals and circumstances to provide tailored recommendations. The firm operates on a fiduciary basis, ensuring that... clients' best interests are always put first, whether through transactional or advisory services. Additionally, they maintain a network of professionals for referrals to address advanced planning needs beyond their core offerings.Read More

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

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