ClearPath Financial
Finance · Iowa, United States · 1-10 Employees
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Overview
Headquarters
204 W Salem Ave, Indianola, Iowa, 50125,...Phone Number
(515) 442-9293Website
www.clearpathfinancial.netRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
1
1
1
1
1
About ClearPath Financial
ClearPath Financial is an independent financial advisory firm based in Indianola, Iowa, dedicated to meeting the financial needs of individuals and families in the local and greater Des Moines metro area. They specialize in working with select families and small businesses to build and maintain wealth through a structured planning process that focuses on thoughtful, comprehensive financial advice. The firm aims to guide clients towards achieving a work-optional lifestyle, with a commitment to regular reviews and adjustments of personalized financial plans. Led by Seth D. Lampman, who has over 15 years of experience in wealth management, the firm emphasizes a client-first philosophy, ensuring that their clients receive tailored strategies and support.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
ClearPath Financial
<$5M
1-10
Private
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N/A
Company Profile Activity
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ClearPath Financial is an independent financial advisory firm based in Indianola, Iowa, dedicated to meeting the financial needs of individuals and families in the local and greater Des Moines metro area. They specialize in working with select families and small businesses to build and maintain wealth through a structured planning process that focu... Read More
