CoreNorth Capital Planning

Finance · Kansas, United States · 11-50 Employees

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Overview

Headquarters

13111 E 21st St N, Wichita, Kansas, 6723...

Phone Number

(316) 361-8991

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 CoreNorth Capital Planning

CoreNorth Capital Planning, based in Wichita, KS, specializes in financial planning and portfolio management, helping clients manage their long-term investments in a cost-effective manner. The firm offers a range of services including comprehensive financial planning, retirement planning, investment planning, and risk management. Their approach is tailored to align with clients' financial situations and goals, emphasizing the importance of each client's unique needs. CoreNorth aims to strengthen clients' financial futures, enabling them to reach their full potential.Explore more
CoreNorth Capital Planning's Social MediaPopular SearchesCorenorth Capital Planning LLCCorenorth Capital PlanningMarti Johnson ChfcCoreNorthCore Planning Committee LLCSIC Code 62,628NAICS Code 52,523Show more

CoreNorth Capital Planning Org Chart

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Executive Administrative Associate

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Executive Administrative Associate

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MT
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Executive Administrative Associate

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Financial Advisor

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Financial, Cfp Advisor

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Financial, Lutcf, Chfc Advisor

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Financial Advisor

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Financial Advisor & Cfp, Qualified Kingdom & ...

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Financial Advisor

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Financial Advisor

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Financial Advisor

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TN
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CoreNorth Capital Plannin...

<$5M
11-50
Private
-
2006
SR
Sara RiggsExecutive Administrative Associate
<$5M
11-50
Private
-
2014
DS
David SmithIndependent Financial Advisor
<$5M
11-50
Private
-
2016
SB
Stacie BedfordDirector, Client Services
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & CEO
<$5M
1-10
Private
-
2004
MS
Michael SchremserChief Compliance Officer
<$5M
1-10
Private
-
2011
RR
Remique RichardsonClient Account Coordinator
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CoreNorth Capital Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CoreNorth Capital Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CoreNorth Capital Planning.

CoreNorth Capital Planning Tech Stack

A closer look at the technologies used by CoreNorth Capital Planning

Top Finance Companies

Frequently Asked Questions Regarding CoreNorth Capital Planning

What is CoreNorth Capital Planning's official website?
CoreNorth Capital Planning's official website is www.corenorth.com
What is CoreNorth Capital Planning's Revenue?
CoreNorth Capital Planning's revenue is <$5 Million
What is CoreNorth Capital Planning's SIC code?
CoreNorth Capital Planning's SIC: 62,628
What is CoreNorth Capital Planning's NAICS code?
CoreNorth Capital Planning's NAICS: 52,523
How many employees does CoreNorth Capital Planning have?
CoreNorth Capital Planning has 11-50 employees
What industry does CoreNorth Capital Planning belong to?
CoreNorth Capital Planning is in the industry of: Finance, Securities Trading
What is CoreNorth Capital Planning competition?
CoreNorth Capital Planning top competitors include: Sunrise Wealth Partners, Win Win Investment Planning, Business & Financial Strategies, Mastey Financial Group
What technology does CoreNorth Capital Planning use?
Some of the popular technologies that CoreNorth Capital Planning uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, GoDaddy DNS
How do I contact CoreNorth Capital Planning?
CoreNorth Capital Planning contact info: Phone number: (316) 361-8991 Website: www.corenorth.com
What does CoreNorth Capital Planning do?

CoreNorth Capital Planning, based in Wichita, KS, specializes in financial planning and portfolio management, helping clients manage their long-term investments in a cost-effective manner. The firm offers a range of services including comprehensive financial planning, retirement planning, investment planning, and risk management. Their approach is... tailored to align with clients' financial situations and goals, emphasizing the importance of each client's unique needs. CoreNorth aims to strengthen clients' financial futures, enabling them to reach their full potential.Read More

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

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