Complete Investment Advisory

Finance · North Dakota, United States · 1-10 Employees

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Overview

Headquarters

3211 Fiechtner Dr S Ste 6, Fargo, North ...

Phone Number

(701) 277-9392

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Complete Investment Advisory

Complete Investment Advisory, LLC is an independent, fee-based registered advisory firm that prioritizes fiduciary responsibility, ensuring clients' needs are placed first. The firm offers prudent financial advice aimed at helping clients achieve their financial goals in a tax-efficient manner. Their team is dedicated to managing financial objectives with a focus on personalized service. They cater to individuals seeking comprehensive financial planning and investment management.Explore more
Complete Investment Advisory's Social MediaPopular SearchesComplete Investment Advisory LLCComplete Tax Advisory LLCComplete Tax AdvisoryInvestment Advisory LLCComplete Investment AdvisorySIC Code 62,628NAICS Code 52,523Show more

Complete Investment Advisory Org Chart

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CK
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Manager, Investment

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NZ
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Financial Planning Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Complete Investment Advis...

<$5M
1-10
Private
-
2009
CK
Cody KirkeideManager, Investment
<$5M
11-50
Private
-
2010
AW
Aj WagnerPartner, Director of Planning
<$5M
1-10
Private
-
2009
RW
Robert WasselChief Investment Officer & Managing Partner
<$5M
1-10
Private
-
2004
Robert Rall, President & Founder at Rall Capital Management
Robert RallPresident & Founder
<$5M
1-10
Private
-
2005
MC
Monique CarpenterCustomer Service Lead
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Company Profile Activity

i

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Low Activity

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Activity Insights

Complete Investment Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Complete Investment Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Complete Investment Advisory.

Complete Investment Advisory Tech Stack

A closer look at the technologies used by Complete Investment Advisory

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Frequently Asked Questions Regarding Complete Investment Advisory

What is Complete Investment Advisory's official website?
Complete Investment Advisory's official website is www.completeinvestmentadvisory.com
What is Complete Investment Advisory's Revenue?
Complete Investment Advisory's revenue is <$5 Million
What is Complete Investment Advisory's SIC code?
Complete Investment Advisory's SIC: 62,628
What is Complete Investment Advisory's NAICS code?
Complete Investment Advisory's NAICS: 52,523
How many employees does Complete Investment Advisory have?
Complete Investment Advisory has 1-10 employees
What industry does Complete Investment Advisory belong to?
Complete Investment Advisory is in the industry of: Finance, Securities Trading
What is Complete Investment Advisory competition?
Complete Investment Advisory top competitors include: Rall Capital Management, Wayne Firebaugh, Trinity Wealth Management, Charleston Financial Advisors
What technology does Complete Investment Advisory use?
Some of the popular technologies that Complete Investment Advisory uses are: Microsoft 365, GoDaddy DNS, Google Workspace, Microsoft Exchange Online
How do I contact Complete Investment Advisory?
Complete Investment Advisory contact info: Phone number: (701) 277-9392 Website: www.completeinvestmentadvisory.com
What does Complete Investment Advisory do?

Complete Investment Advisory, LLC is an independent, fee-based registered advisory firm that prioritizes fiduciary responsibility, ensuring clients' needs are placed first. The firm offers prudent financial advice aimed at helping clients achieve their financial goals in a tax-efficient manner. Their team is dedicated to managing financial objectiv... es with a focus on personalized service. They cater to individuals seeking comprehensive financial planning and investment management.Read More

What are Complete Investment Advisory social media links?
Complete Investment Advisory Linkedin page
Is Complete Investment Advisory a public company?
Complete Investment Advisory is private company therefore does not currently have an official ticker symbol
See more information about Complete Investment Advisory

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