Chapman Wealth Management

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

50 14th Ave E Ste 102, Sartell, Minnesot...

Phone Number

(320) 230-0225

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
1
1
1
1
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About Chapman Wealth Management

Chapman Wealth Management is an independent financial firm located in Sartell, MN, with over 50 years of combined experience in creating personalized retirement strategies for individuals, families, and professionals. They offer a range of services including financial planning, retirement planning, investment planning, estate planning, and business succession planning, focusing on tailored strategies that meet clients' unique needs. The firm emphasizes education and a strong planning process to help clients achieve their financial goals in a tax-efficient manner. Their commitment is to be a trusted advisor, providing investment management and strategic wealth planning.Explore more
Chapman Wealth Management's Social MediaPopular SearchesChapman Wealth ManagementChapman Family Investments LPChapmanwealthmanagement XtsCom Chapmanwealthmanagementchapmanwm.comSIC Code 62,628NAICS Code 52,523Show more

Chapman Wealth Management Org Chart

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Vice President and Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Chapman Wealth Management

<$5M
1-10
Private
-
1997
CC
Christopher ChapmanVice President and Financial Advisor
<$5M
11-50
Private
-
-
HP
Hilary PluemerChief Administrative Officer
<$5M
11-50
Private
-
2021
TK
Tammy KrepopTeam Office Manager Client Services Specialist
<$5M
1-10
Private
-
1986
CK
Cathy KoltunAdministration
<$5M
1-10
Private
-
2016
AC
Arthur CastroFounder & President
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2009
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Chapman Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Chapman Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Chapman Wealth Management.

Chapman Wealth Management Tech Stack

A closer look at the technologies used by Chapman Wealth Management

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Frequently Asked Questions Regarding Chapman Wealth Management

What is Chapman Wealth Management's official website?
Chapman Wealth Management's official website is www.chapmanwm.com
What is Chapman Wealth Management's Revenue?
Chapman Wealth Management's revenue is <$5 Million
What is Chapman Wealth Management's SIC code?
Chapman Wealth Management's SIC: 62,628
What is Chapman Wealth Management's NAICS code?
Chapman Wealth Management's NAICS: 52,523
How many employees does Chapman Wealth Management have?
Chapman Wealth Management has 1-10 employees
What industry does Chapman Wealth Management belong to?
Chapman Wealth Management is in the industry of: Finance, Securities Trading
What is Chapman Wealth Management competition?
Chapman Wealth Management top competitors include: Watson Wealth Team, Talarico and Associates, Aria Wealth Management, Felcher Financial Group
What technology does Chapman Wealth Management use?
Some of the popular technologies that Chapman Wealth Management uses are: Cloudflare Website Optimization, Google Font API, Google Tag Manager, FMG Suite
How do I contact Chapman Wealth Management?
Chapman Wealth Management contact info: Phone number: (320) 230-0225 Website: www.chapmanwm.com
What does Chapman Wealth Management do?

Chapman Wealth Management is an independent financial firm located in Sartell, MN, with over 50 years of combined experience in creating personalized retirement strategies for individuals, families, and professionals. They offer a range of services including financial planning, retirement planning, investment planning, estate planning, and business... succession planning, focusing on tailored strategies that meet clients' unique needs. The firm emphasizes education and a strong planning process to help clients achieve their financial goals in a tax-efficient manner. Their commitment is to be a trusted advisor, providing investment management and strategic wealth planning.Read More

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

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