Cross State Financial Group

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

8424 S Yukon St, Littleton, Colorado, 80...

Phone Number

(800) 621-6974

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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Jul
ZI Rank
2
1
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1

About Cross State Financial Group

Cross State Financial Group LLC, founded in 2015, is a financial advisory firm with over 110 years of combined investment industry experience. The firm specializes in creating customized financial strategies for individual clients, trust companies, small businesses, and non-profit entities. With multiple locations across the United States, the advisors collaborate to provide diverse expertise in areas such as tax planning, insurance, and retirement options. Their goal is to assist clients in planning for their financial future and managing unexpected events.Explore more
Popular SearchesCross State Financial Group LLCState Financial Group LLCCross State Financial Group - LLCCross State Capital LLCCross State Financial Group - GrandSIC Code 62,628NAICS Code 52,523Show more

Cross State Financial Group Org Chart

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Chief Financial Officer & Owner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cross State Financial Gro...

<$5M
1-10
Private
-
2014
SI
Steven IversenChief Financial Officer & Owner
<$5M
11-50
Private
-
1989
WP
William PoutreManaging Director
<$5M
1-10
Private
-
2020
BS
Barbara SambuchiSenior Private Wealth Associate
<$5M
1-10
Private
<$5M
2014
EC
Evan ConleyFinancial Advisor & Pension Specialist
<$5M
1-10
Private
-
2011
SM
Scott McCaskillPresident & Certified Financial Planner
<$5M
1-10
Private
-
2011
RC
Rachael CrawfordAdministrative Assistant
<$5M
1-10
Private
-
2012
JB
J. BathurstCo-Founder & Chief Technology Officer
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Cross State Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Cross State Financial Group Tech Stack

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Frequently Asked Questions Regarding Cross State Financial Group

What is Cross State Financial Group's official website?
Cross State Financial Group's official website is www.crossstatefinancial.com
What is Cross State Financial Group's Revenue?
Cross State Financial Group's revenue is <$5 Million
What is Cross State Financial Group's SIC code?
Cross State Financial Group's SIC: 62,628
What is Cross State Financial Group's NAICS code?
Cross State Financial Group's NAICS: 52,523
How many employees does Cross State Financial Group have?
Cross State Financial Group has 1-10 employees
What industry does Cross State Financial Group belong to?
Cross State Financial Group is in the industry of: Finance, Securities Trading
What is Cross State Financial Group competition?
Cross State Financial Group top competitors include: JLB Wealth Management Group, Cascade Wealth Advisors, OWL Private Wealth Advisors, McCaskill Financial
What technology does Cross State Financial Group use?
Some of the popular technologies that Cross State Financial Group uses are: Sentry, F5 Silverline DDoS Protection, Google Font API, Microsoft 365
Who is the CFO of Cross State Financial Group?
Cross State Financial Group's CFO is Steven Iversen
How do I contact Cross State Financial Group?
Cross State Financial Group contact info: Phone number: (800) 621-6974 Website: www.crossstatefinancial.com
What does Cross State Financial Group do?

Cross State Financial Group LLC, founded in 2015, is a financial advisory firm with over 110 years of combined investment industry experience. The firm specializes in creating customized financial strategies for individual clients, trust companies, small businesses, and non-profit entities. With multiple locations across the United States, the advi... sors collaborate to provide diverse expertise in areas such as tax planning, insurance, and retirement options. Their goal is to assist clients in planning for their financial future and managing unexpected events.Read More

Is Cross State Financial Group a public company?
Cross State Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Cross State Financial Group

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