BlueWater Financial Group

Finance · Iowa, United States · 1-10 Employees

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Overview

Headquarters

1807 Norris Pl, Spencer, Iowa, 51301, Un...

Phone Number

(712) 580-3020

Revenue

<$5 Million

Industry

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

About BlueWater Financial Group

BlueWater Financial Group LLC specializes in providing comprehensive financial planning services aimed at helping individuals, families, and business professionals achieve their retirement goals. They focus on harmonizing various financial elements to ensure clients are on the right path to their 'blue water' dreams. The company emphasizes straightforward communication and personalized service, treating clients like family and being readily available for guidance. Their offerings include personal solutions, business solutions, employee benefits, insurance, and annuities.Explore more
BlueWater Financial Group's Social MediaPopular SearchesBlueWater Financial GroupBlueWater Financial Group LLCSIC Code 62,628NAICS Code 52,523Show more

BlueWater Financial Group Org Chart

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Agent and Registered Representative and Finan...

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Licensed Service Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

BlueWater Financial Group

<$5M
1-10
Private
-
2019
JV
Joey Van OtterlooAgent and Registered Representative and Financial Adviser
<$5M
11-50
Private
-
-
JP
Joseph PrincipePresident & Chief Operating Officer & Founding Partner
<$5M
1-10
Private
-
-
HK
H. KoehneCertified Financial Planner
<$5M
1-10
Private
-
-
LP
Louis ProtoSenior Partner
<$5M
1-10
Private
-
2010
JP
Jennifer PhilbrickChief Compliance Officer, Client Service, , Operations
<$5M
1-10
Private
-
1993
PK
Pamela KruegerPresident & Chief Investment Officer
<$5M
1-10
Private
-
-
ER
Emily RamnaraceDirector, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

BlueWater Financial Group Tech Stack

A closer look at the technologies used by BlueWater Financial Group

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Frequently Asked Questions Regarding BlueWater Financial Group

What is BlueWater Financial Group's official website?
BlueWater Financial Group's official website is www.bluewaterfinancialgroup.com
What is BlueWater Financial Group's Revenue?
BlueWater Financial Group's revenue is <$5 Million
What is BlueWater Financial Group's SIC code?
BlueWater Financial Group's SIC: 62,628
What is BlueWater Financial Group's NAICS code?
BlueWater Financial Group's NAICS: 52,523
How many employees does BlueWater Financial Group have?
BlueWater Financial Group has 1-10 employees
What industry does BlueWater Financial Group belong to?
BlueWater Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is BlueWater Financial Group competition?
BlueWater Financial Group top competitors include: Aether Financial Group, Pamela Krueger, Imperity Advisors, Four Tree Island Advisory
What technology does BlueWater Financial Group use?
Some of the popular technologies that BlueWater Financial Group uses are: MailChimp, Microsoft Azure, YouTube, Neustar UltraDNS
How do I contact BlueWater Financial Group?
BlueWater Financial Group contact info: Phone number: (712) 580-3020 Website: www.bluewaterfinancialgroup.com
What does BlueWater Financial Group do?

BlueWater Financial Group LLC specializes in providing comprehensive financial planning services aimed at helping individuals, families, and business professionals achieve their retirement goals. They focus on harmonizing various financial elements to ensure clients are on the right path to their 'blue water' dreams. The company emphasizes straight... forward communication and personalized service, treating clients like family and being readily available for guidance. Their offerings include personal solutions, business solutions, employee benefits, insurance, and annuities.Read More

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

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