Capital Financial Partners

Finance · Iowa, United States · 1-10 Employees

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Overview

Headquarters

140 S 68th St Ste 1100, West Des Moines,...

Phone Number

(515) 727-6781

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Capital Financial Partners

Capital Financial Planning offers a range of financial services including retirement planning, investment management, estate planning, insurance, and tax strategies. They cater to individuals, families, businesses, and public sector employees, emphasizing a tailored approach to asset allocation based on market conditions. The firm utilizes tools like Riskalyze to assess clients' risk tolerance and investment strategies. Their philosophy is centered on helping clients navigate financial challenges and achieve their dreams.Explore more
Capital Financial Partners's Social MediaPopular SearchesCapital Financial Partners IncCapital Financial PartnersMichael OetkenCapital Financial Partners LLCMichael T Oetken - Financial AdvisorSIC Code 62,628NAICS Code 52,523Show more

Capital Financial Partners Org Chart

PhoneEmail
SW
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H R Director

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TS
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Employee Benefit Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Financial Partner...

<$5M
1-10
Private
-
2011
SW
Samantha WierH R Director
$5M
11-50
Private
-
2014
BS
Brooke SandlinClient Support Specialist
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2012
JB
Jeff BathurstCo-Founder & Chief Technology Officer
<$5M
1-10
Private
-
-
BC
Brian CollinsChief Investment Officer
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

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Low Activity

High Activity

Activity Insights

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

What does this means?

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

Capital Financial Partners Tech Stack

A closer look at the technologies used by Capital Financial Partners

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Frequently Asked Questions Regarding Capital Financial Partners

What is Capital Financial Partners's official website?
Capital Financial Partners's official website is www.sailingrowing.com
What is Capital Financial Partners's Revenue?
Capital Financial Partners's revenue is <$5 Million
What is Capital Financial Partners's SIC code?
Capital Financial Partners's SIC: 62,628
What is Capital Financial Partners's NAICS code?
Capital Financial Partners's NAICS: 52,523
How many employees does Capital Financial Partners have?
Capital Financial Partners has 1-10 employees
What industry does Capital Financial Partners belong to?
Capital Financial Partners is in the industry of: Finance, Securities Trading
What is Capital Financial Partners competition?
Capital Financial Partners top competitors include: InFocus Financial Strategies, Golden Corner Wealth Advisors, Stratz & Company Financial Services, Giere Investment Services
What technology does Capital Financial Partners use?
Some of the popular technologies that Capital Financial Partners uses are: Cloudflare Website Optimization, Smarsh, Datadog, Google Font API
How do I contact Capital Financial Partners?
Capital Financial Partners contact info: Phone number: (515) 727-6781 Website: www.sailingrowing.com
What does Capital Financial Partners do?

Capital Financial Planning offers a range of financial services including retirement planning, investment management, estate planning, insurance, and tax strategies. They cater to individuals, families, businesses, and public sector employees, emphasizing a tailored approach to asset allocation based on market conditions. The firm utilizes tools li... ke Riskalyze to assess clients' risk tolerance and investment strategies. Their philosophy is centered on helping clients navigate financial challenges and achieve their dreams.Read More

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

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