Cross Wealth Management

Finance · Iowa, United States · 1-10 Employees

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Overview

Headquarters

317 Clark Ave, Ames, Iowa, 50010, United...

Phone Number

(515) 233-3905

Revenue

<$5 Million

Industry

Finance Securities Trading

About Cross Wealth Management

Cross Wealth Management is an independent wealth management and financial services firm dedicated to helping individuals and businesses achieve their financial goals. They offer personalized guidance throughout clients' financial journeys, distinguishing themselves from other advisors. The firm serves a diverse clientele within their community, focusing on tailored financial strategies. Their team includes experienced professionals committed to providing comprehensive investment and financial planning services.Explore more
Cross Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Cross Wealth Management Org Chart

PhoneEmail
Terry Cross, President & Financial Advisor at Cross Wealth Management
United States flag for contact location.

President & Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cross Wealth Management

<$5M
1-10
Private
-
1997
Terry Cross, President & Financial Advisor at Cross Wealth Management
Terry CrossPresident & Financial Advisor
$7.5M
11-50
Private
-
2021
LZ
Leigh ZhangChief Investment Officer
$5.3M
11-50
Private
-
1989
TD
Tanya DooleyDirector, Operations
<$5M
11-50
Private
-
2014
MH
Meredith HazenFinancial Advisor
<$5M
1-10
Private
-
2019
John Bever, President, At Phase 3 Advisory Services, Ltd at Phase 3 Advisory Services
John BeverPresident, At Phase 3 Advisory Services, Ltd
<$5M
1-10
Private
-
-
TM
Tanner MendenhallLPL Registered Administrative Associate
Illustration of an envelope

Cross Wealth Management Tech Stack

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Frequently Asked Questions Regarding Cross Wealth Management

What is Cross Wealth Management's official website?
Cross Wealth Management's official website is www.crosswealth.com
What is Cross Wealth Management's Revenue?
Cross Wealth Management's revenue is <$5 Million
What is Cross Wealth Management's SIC code?
Cross Wealth Management's SIC: 62,628
What is Cross Wealth Management's NAICS code?
Cross Wealth Management's NAICS: 52,523
How many employees does Cross Wealth Management have?
Cross Wealth Management has 1-10 employees
What industry does Cross Wealth Management belong to?
Cross Wealth Management is in the industry of: Finance, Securities Trading
What is Cross Wealth Management competition?
Cross Wealth Management top competitors include: Sunrise Wealth Partners, Ross B Snyer, CFP, Mappa Wealth Management, WealthSpring
What technology does Cross Wealth Management use?
Some of the popular technologies that Cross Wealth Management uses are: Drupal, Smarsh, AddToAny, Google Tag Manager
How do I contact Cross Wealth Management?
Cross Wealth Management contact info: Phone number: (515) 233-3905 Website: www.crosswealth.com
What does Cross Wealth Management do?

Cross Wealth Management is an independent wealth management and financial services firm dedicated to helping individuals and businesses achieve their financial goals. They offer personalized guidance throughout clients' financial journeys, distinguishing themselves from other advisors. The firm serves a diverse clientele within their community, foc... using on tailored financial strategies. Their team includes experienced professionals committed to providing comprehensive investment and financial planning services.Read More

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

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