Collective Financial Group

Business Services · Iowa, United States · 51-200 Employees

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Overview

Headquarters

4840 N River Blvd NE Ste 100, Cedar Rapi...

Phone Number

(319) 393-6526

Revenue

$16.7 Million

Industry

Business Services Project Management
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Collective Financial Group

Collective Financial Group provides a range of tools and resources aimed at helping financial professionals enhance their practices through education, expertise, and partnership. They focus on supporting financial advisors in navigating the complexities of the financial services landscape, particularly as clients approach retirement. The company emphasizes succession planning and offers various resources for professional growth. Their services are designed to prioritize the needs of financial professionals and their clients without conflicts of interest.Explore more
Collective Financial Group's Social MediaPopular SearchesCollective Financial GroupCollective Finanical Services LLCThe Collective Financial GroupCollective Financial ServiceshtmlCollective Financial Services LLCSIC Code 87,874NAICS Code 54,541Show more

Collective Financial Group Org Chart

PhoneEmail
VW
United States flag for contact location.

Director, Technology

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Collective Financial Grou...

$16.7M
51-200
Private
-
2016
VW
Vince WelshDirector, Technology
$17.8M
51-200
Private
-
2011
$17.3M
51-200
Private
-
1982
TP
Tom PlowmanVice President, Commercial Insurance Sales
$14.5M
51-200
Private
-
1997
$13.2M
51-200
Private
-
1957
JG
Jodi GreenlundPartner, Chief Operating Officer
$9.8M
51-200
Private
-
2018
N/A
<$5M
51-200
Private
-
2005
LL
Larry LambertRegistered Representative
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Collective Financial Group is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

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

Collective Financial Group Tech Stack

A closer look at the technologies used by Collective Financial Group

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Frequently Asked Questions Regarding Collective Financial Group

What is Collective Financial Group's official website?
Collective Financial Group's official website is www.cfgpro.com
What is Collective Financial Group's Revenue?
Collective Financial Group's revenue is $16.7 Million
What is Collective Financial Group's SIC code?
Collective Financial Group's SIC: 87,874
What is Collective Financial Group's NAICS code?
Collective Financial Group's NAICS: 54,541
How many employees does Collective Financial Group have?
Collective Financial Group has 51-200 employees
What industry does Collective Financial Group belong to?
Collective Financial Group is in the industry of: Business Services, Project Management
What is Collective Financial Group competition?
Collective Financial Group top competitors include: Smc Management, Central Financial Group, Strellner Agency, Zahorik Financial & Insurance Services
What technology does Collective Financial Group use?
Some of the popular technologies that Collective Financial Group uses are: Cloudflare Website Optimization, Google Universal Analytics, Smarsh, Datadog
How do I contact Collective Financial Group?
Collective Financial Group contact info: Phone number: (319) 393-6526 Website: www.cfgpro.com
What does Collective Financial Group do?

Collective Financial Group provides a range of tools and resources aimed at helping financial professionals enhance their practices through education, expertise, and partnership. They focus on supporting financial advisors in navigating the complexities of the financial services landscape, particularly as clients approach retirement. The company em... phasizes succession planning and offers various resources for professional growth. Their services are designed to prioritize the needs of financial professionals and their clients without conflicts of interest.Read More

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

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