Bothfeld Financial Partners

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

1361 W Whitmore Ct, Lake Forest, Illinoi...

Phone Number

(847) 283-9443

Revenue

<$5 Million

Industry

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

About Bothfeld Financial Partners

Bothfeld Financial Partners is a Chicago-based independent financial firm that collaborates with clients to define and achieve their long-term financial goals. They offer a comprehensive range of financial planning services tailored to various client needs, including those entering the workforce, families saving for college, and individuals planning for retirement. The firm emphasizes a personalized approach to financial consultation, ensuring clients receive strategies that align with their specific circumstances. Bothfeld Financial Partners serves clients locally and across the country, providing resources and support to empower informed investment decisions.Explore more
Popular SearchesBothfeld Financial PartnersBothfeld FinancialBothfeld Financial Partners LLCBothfeldfinancialFinancial Partners LLCSIC Code 62,628NAICS Code 52,523Show more

Bothfeld Financial Partners Org Chart

PhoneEmail
NB
United States flag for contact location.

Managing Partner

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Financial Advisor

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bothfeld Financial Partne...

<$5M
1-10
Private
-
2013
NB
Nick BothfeldManaging Partner
$7.5M
11-50
Private
-
2021
LD
Leanne DraytonChief Compliance Officer
<$5M
11-50
Private
-
1999
JH
Julie HugginsCo Owner and CEO
<$5M
1-10
Private
-
2016
TM
Tina MattinglyVice President Director of Operations
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
-
2015
SS
Shannon StoverAdministrative Assistant
<$5M
1-10
Private
-
-
KS
Kaylie ShepardDirector, Client Relations
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Company Profile Activity

i

Among all Finance companies

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Activity Insights

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

What does this means?

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

Bothfeld Financial Partners Tech Stack

A closer look at the technologies used by Bothfeld Financial Partners

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Frequently Asked Questions Regarding Bothfeld Financial Partners

What is Bothfeld Financial Partners's official website?
Bothfeld Financial Partners's official website is www.bothfeldfinancial.com
What is Bothfeld Financial Partners's Revenue?
Bothfeld Financial Partners's revenue is <$5 Million
What is Bothfeld Financial Partners's SIC code?
Bothfeld Financial Partners's SIC: 62,628
What is Bothfeld Financial Partners's NAICS code?
Bothfeld Financial Partners's NAICS: 52,523
How many employees does Bothfeld Financial Partners have?
Bothfeld Financial Partners has 1-10 employees
What industry does Bothfeld Financial Partners belong to?
Bothfeld Financial Partners is in the industry of: Finance, Securities Trading
What is Bothfeld Financial Partners competition?
Bothfeld Financial Partners top competitors include: VISTA Wealth Strategies, Park Avenue Investments, 307 Financial Services, Affinity Wealth Solutions
What technology does Bothfeld Financial Partners use?
Some of the popular technologies that Bothfeld Financial Partners uses are: DocuSign, Cloudflare Website Optimization, Datadog, Google Tag Manager
How do I contact Bothfeld Financial Partners?
Bothfeld Financial Partners contact info: Phone number: (847) 283-9443 Website: www.bothfeldfinancial.com
What does Bothfeld Financial Partners do?

Bothfeld Financial Partners is a Chicago-based independent financial firm that collaborates with clients to define and achieve their long-term financial goals. They offer a comprehensive range of financial planning services tailored to various client needs, including those entering the workforce, families saving for college, and individuals plannin... g for retirement. The firm emphasizes a personalized approach to financial consultation, ensuring clients receive strategies that align with their specific circumstances. Bothfeld Financial Partners serves clients locally and across the country, providing resources and support to empower informed investment decisions.Read More

Is Bothfeld Financial Partners a public company?
Bothfeld Financial Partners is private company therefore does not currently have an official ticker symbol
See more information about Bothfeld Financial Partners

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