Brockmann Financial Services

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

904 Madison Ave, Fort Atkinson, Wisconsi...

Phone Number

(920) 563-5872

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Brockmann Financial Services

Brockmann Financial Services is an independent financial advisory firm with over 27 years of experience, specializing in comprehensive and customized financial planning strategies tailored to individual client needs and risk tolerance. The company focuses on retirement planning and aims to act as financial stewards, helping clients preserve their assets, plan for retirement, and build a financial legacy based on biblical principles. They emphasize relationship building, wise stewardship, and fostering trust while providing tax-advantageous solutions at reasonable costs. Their services are available to clients in specific states, including Florida, Iowa, Illinois, Kansas, Massachusetts, Minnesota, Missouri, Utah, and Wisconsin.Explore more
Brockmann Financial Services's Social MediaPopular SearchesBrockmann Financial Services - LLCBrockmann Financial Services LLCBrockmann Financial ServicesBrockmannfinancialWilliam Brockman Financial Services LLCSIC Code 62,628NAICS Code 52,523Show more

Brockmann Financial Services Org Chart

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MB
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Client Services Associate

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KG
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Managing Partner, Financial Advisor

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TB
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Founding Partner, Financial Advisor

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SB
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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Brockmann Financial Servi...

<$5M
1-10
Private
-
2012
MB
McKendra BrownClient Services Associate
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$5.5M
11-50
Private
-
2015
N/A
<$5M
11-50
Private
-
2014
RB
Robert BadaliCEO & Founder
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
HR
Holli RadakovichManager, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Brockmann Financial Services Tech Stack

A closer look at the technologies used by Brockmann Financial Services

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Frequently Asked Questions Regarding Brockmann Financial Services

What is Brockmann Financial Services's official website?
Brockmann Financial Services's official website is www.brockmannfinancial.com
What is Brockmann Financial Services's Revenue?
Brockmann Financial Services's revenue is <$5 Million
What is Brockmann Financial Services's SIC code?
Brockmann Financial Services's SIC: 62,628
What is Brockmann Financial Services's NAICS code?
Brockmann Financial Services's NAICS: 52,523
How many employees does Brockmann Financial Services have?
Brockmann Financial Services has 1-10 employees
What industry does Brockmann Financial Services belong to?
Brockmann Financial Services is in the industry of: Finance, Securities Trading
What is Brockmann Financial Services competition?
Brockmann Financial Services top competitors include: Sterling Total Wealth Solutions, Full Circle Wealth Strategies, Waypoint Partners, Mountainview Wealth Management
What technology does Brockmann Financial Services use?
Some of the popular technologies that Brockmann Financial Services uses are: Sentry, Smarsh, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager
How do I contact Brockmann Financial Services?
Brockmann Financial Services contact info: Phone number: (920) 563-5872 Website: www.brockmannfinancial.com
What does Brockmann Financial Services do?

Brockmann Financial Services is an independent financial advisory firm with over 27 years of experience, specializing in comprehensive and customized financial planning strategies tailored to individual client needs and risk tolerance. The company focuses on retirement planning and aims to act as financial stewards, helping clients preserve their a... ssets, plan for retirement, and build a financial legacy based on biblical principles. They emphasize relationship building, wise stewardship, and fostering trust while providing tax-advantageous solutions at reasonable costs. Their services are available to clients in specific states, including Florida, Iowa, Illinois, Kansas, Massachusetts, Minnesota, Missouri, Utah, and Wisconsin.Read More

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

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