Coker Wealth Management

Finance · Kentucky, United States · 1-10 Employees

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Overview

Headquarters

7320 Georgetown Rd, Midway, Kentucky, 40...

Phone Number

(210) 587-6770

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Coker Wealth Management

Coker Wealth Management provides tailored financial services, focusing on retirement planning, investment strategies, estate management, insurance, and tax services. Their team of experienced professionals aims to help clients navigate their financial journeys by creating personalized strategies that align with individual goals and risk tolerances. The company emphasizes the importance of trust, honesty, and integrity in building long-term relationships with clients. Coker Wealth Management is dedicated to supporting clients through various life transitions and ensuring their financial well-being.Explore more
Coker Wealth Management's Social MediaPopular SearchesCoker Wealth Management LLCCokerwealthWealth Management LLCcokerwealth.comcokerCoker Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Coker Wealth Management Org Chart

PhoneEmail
JW
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Client Relations Specialist

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CC
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Coker Wealth Management

<$5M
1-10
Private
-
2010
JW
Jennifer WaldenClient Relations Specialist
<$5M
1-10
Private
-
2007
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
Brooke Acre, Executive Officer and Founder at WealthReimaginedGroup
Brooke AcreExecutive Officer and Founder
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2000
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Coker Wealth Management Tech Stack

A closer look at the technologies used by Coker Wealth Management

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Frequently Asked Questions Regarding Coker Wealth Management

What is Coker Wealth Management's official website?
Coker Wealth Management's official website is www.cokerwealth.com
What is Coker Wealth Management's Revenue?
Coker Wealth Management's revenue is <$5 Million
What is Coker Wealth Management's SIC code?
Coker Wealth Management's SIC: 62,628
What is Coker Wealth Management's NAICS code?
Coker Wealth Management's NAICS: 52,523
How many employees does Coker Wealth Management have?
Coker Wealth Management has 1-10 employees
What industry does Coker Wealth Management belong to?
Coker Wealth Management is in the industry of: Finance, Securities Trading
What is Coker Wealth Management competition?
Coker Wealth Management top competitors include: Gregory-Matthew, WealthReimaginedGroup, hca-investments.com, Summer Financial
What technology does Coker Wealth Management use?
Some of the popular technologies that Coker Wealth Management uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, GoDaddy DNS
How do I contact Coker Wealth Management?
Coker Wealth Management contact info: Phone number: (210) 587-6770 Website: www.cokerwealth.com
What does Coker Wealth Management do?

Coker Wealth Management provides tailored financial services, focusing on retirement planning, investment strategies, estate management, insurance, and tax services. Their team of experienced professionals aims to help clients navigate their financial journeys by creating personalized strategies that align with individual goals and risk tolerances.... The company emphasizes the importance of trust, honesty, and integrity in building long-term relationships with clients. Coker Wealth Management is dedicated to supporting clients through various life transitions and ensuring their financial well-being.Read More

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

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