Colleen Weber CPA

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

470 W 78th St Ste 210, Chanhassen, Minne...

Phone Number

(952) 470-0750

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Colleen Weber CPA

Colleen Weber CPA, LLC is an independent fee-only CPA and financial advisory firm located in Chanhassen, Minnesota, specializing in comprehensive financial planning and wealth management. With over 20 years of experience, they serve a diverse clientele, including professionals, women, pre-retirees, and retirees, primarily in the greater Minneapolis-Saint Paul area and beyond. The firm focuses on personalized financial strategies that integrate tax planning and investment management, catering to clients with a minimum of $1.5 million in investable assets. Colleen Weber and her team prioritize their clients' best interests, providing peace of mind through a commission-free advisory approach.Explore more
Colleen Weber CPA's Social MediaPopular SearchesColleen Weber CPA LLCColleen WeberColleenweber ComColleen Weber CPAColleen Weber CPA, CFPSIC Code 62,628NAICS Code 52,523Show more

Colleen Weber CPA Org Chart

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Financial Advisor

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Colleen Weber CPA

<$5M
1-10
Private
-
-
OK
Olivia KnappFinancial Advisor
<$5M
11-50
Private
-
-
DC
Daniel CadenaFounder & Principal
<$5M
1-10
Private
-
2018
MR
Marge RandFounder & Financial Advisor
<$5M
1-10
Private
-
1993
ML
Michael LunsfordChief Operating Officer & Owner
<$5M
1-10
Private
-
1983
BK
Bernard KielyFinancial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2018
BF
Brian FryFinancial Planner & Founder
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Company Profile Activity

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Activity Insights

Colleen Weber CPA is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Colleen Weber CPA is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Colleen Weber CPA.

Colleen Weber CPA Tech Stack

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Frequently Asked Questions Regarding Colleen Weber CPA

What is Colleen Weber CPA's official website?
Colleen Weber CPA's official website is www.colleenweber.com
What is Colleen Weber CPA's Revenue?
Colleen Weber CPA's revenue is <$5 Million
What is Colleen Weber CPA's SIC code?
Colleen Weber CPA's SIC: 62,628
What is Colleen Weber CPA's NAICS code?
Colleen Weber CPA's NAICS: 52,523
How many employees does Colleen Weber CPA have?
Colleen Weber CPA has 1-10 employees
What industry does Colleen Weber CPA belong to?
Colleen Weber CPA is in the industry of: Finance, Securities Trading
What is Colleen Weber CPA competition?
Colleen Weber CPA top competitors include: Cadena Financial Planning, Rand Financial Planning, Safe Landing Financial, Sherwood Investment Services
What technology does Colleen Weber CPA use?
Some of the popular technologies that Colleen Weber CPA uses are: Google Cloud Web Serving, Google Cloud Platform, Redtail CRM
How do I contact Colleen Weber CPA?
Colleen Weber CPA contact info: Phone number: (952) 470-0750 Website: www.colleenweber.com
What does Colleen Weber CPA do?

Colleen Weber CPA, LLC is an independent fee-only CPA and financial advisory firm located in Chanhassen, Minnesota, specializing in comprehensive financial planning and wealth management. With over 20 years of experience, they serve a diverse clientele, including professionals, women, pre-retirees, and retirees, primarily in the greater Minneapolis... -Saint Paul area and beyond. The firm focuses on personalized financial strategies that integrate tax planning and investment management, catering to clients with a minimum of $1.5 million in investable assets. Colleen Weber and her team prioritize their clients' best interests, providing peace of mind through a commission-free advisory approach.Read More

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

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