Council Tree Financial

Finance · Wisconsin, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

938 W Cecil St, Neenah, Wisconsin, 54956...

Phone Number

(920) 731-4000

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Council Tree Financial

We are supported by an exceptional back office which allows us the ability to collaborate with many other planners across our state & nation. USA Financial Securities is an Independent Broker Dealer so we have no quotas or product lines that we need to sell you. What this means for you, is that our clients best interest is kept in mind first and foremost.Explore more
Council Tree Financial's Social MediaPopular SearchesCouncil Tree Financial LLCCouncil Tree FinancialWww CounciltreefinancialCouncil Tree Financial - LLChtmlFinancial Engineering Strategies IncSIC Code 62,621NAICS Code 52,523Show more

Council Tree Financial Org Chart

PhoneEmail
EB
United States flag for contact location.

Office Manager - Co-Founder

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Council Tree Financial your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Council Tree Financial

Compare insights from companies similar to Council Tree Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Council Tree Financial

<$5M
1-10
Private
-
-
EB
Eric BauerOffice Manager - Co-Founder
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
-
MF
Margaret FergersonAdminitrative Assistant
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2016
Scot Landborg, Chief Executive Officer & Senior Wealth Advisor at Sterling Wealth Partners
Scot LandborgCEO & Senior Wealth Advisor
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Council Tree Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Council Tree Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Council Tree Financial.

Council Tree Financial Tech Stack

A closer look at the technologies used by Council Tree Financial

Top Finance Companies

Frequently Asked Questions Regarding Council Tree Financial

What is Council Tree Financial's official website?
Council Tree Financial's official website is www.counciltreefinancial.com
What is Council Tree Financial's Revenue?
Council Tree Financial's revenue is <$5 Million
What is Council Tree Financial's SIC code?
Council Tree Financial's SIC: 62,621
What is Council Tree Financial's NAICS code?
Council Tree Financial's NAICS: 52,523
How many employees does Council Tree Financial have?
Council Tree Financial has 1-10 employees
What industry does Council Tree Financial belong to?
Council Tree Financial is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Council Tree Financial competition?
Council Tree Financial top competitors include: Sterling Wealth Partners, Stockade Wealth Management, Goodrich and Associates, Cornerstone Financial Group
What technology does Council Tree Financial use?
Some of the popular technologies that Council Tree Financial uses are: DocuSign, Cloudflare Website Optimization, Datadog, Microsoft 365
How do I contact Council Tree Financial?
Council Tree Financial contact info: Phone number: (920) 731-4000 Website: www.counciltreefinancial.com
What does Council Tree Financial do?

We are supported by an exceptional back office which allows us the ability to collaborate with many other planners across our state & nation. USA Financial Securities is an Independent Broker Dealer so we have no quotas or product lines that we need to sell you. What this means for you, is that our clients best interest is kept in mind first and fo... remost.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.