Emerging Advisor

Education · Kansas, United States · 1-10 Employees

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Overview

Headquarters

5200 W 94th Ter Ste 206, Prairie Village...

Phone Number

(800) 440-5042

Revenue

<$5 Million

Industry

Education Training Business Services Project Management
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Emerging Advisor

Emerging Advisor, founded by Sean P. Lee and Scott M. Dougan in 2014, focuses on providing unbiased, research-rich retirement planning education for aspiring retirees and financial advisors. Their Retirement Elevated program aims to equip retirees with the knowledge needed to make informed decisions about their life savings, free from aggressive sales tactics. The program has been continuously refined through practical application in their Elevated Retirement Group practice, yielding significant success. Emerging Advisor serves financial advisors seeking effective strategies to enhance their practices and better serve their clients.Explore more
Emerging Advisor's Social MediaPopular SearchesEmerging AdvisorEmerging Advisor LLCEmerging Solutions Advisors LLCSIC Code 82,829NAICS Code 61,611Show more

Emerging Advisor Org Chart

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MC
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Director, People & Business Development

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National Sales Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Emerging Advisor

<$5M
1-10
Private
-
2014
MC
Melissa CeballosDirector, People & Business Development
<$5M
1-10
Private
-
2008
DA
Dustin AiguierCertified Financial Planner
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
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Emerging Advisor Tech Stack

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Frequently Asked Questions Regarding Emerging Advisor

What is Emerging Advisor's official website?
Emerging Advisor's official website is www.emerging-advisor.com
What is Emerging Advisor's Revenue?
Emerging Advisor's revenue is <$5 Million
What is Emerging Advisor's SIC code?
Emerging Advisor's SIC: 82,829
What is Emerging Advisor's NAICS code?
Emerging Advisor's NAICS: 61,611
How many employees does Emerging Advisor have?
Emerging Advisor has 1-10 employees
What industry does Emerging Advisor belong to?
Emerging Advisor is in the industry of: Education, Training, Business Services
What is Emerging Advisor competition?
Emerging Advisor top competitors include: Copper Canyon Wealth Management, Rogers Financial Group, Vertex Capital Advisors, Cape Cod Wealth Strategies & Insurance Services
What technology does Emerging Advisor use?
Some of the popular technologies that Emerging Advisor uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Emerging Advisor?
Emerging Advisor contact info: Phone number: (800) 440-5042 Website: www.emerging-advisor.com
What does Emerging Advisor do?

Emerging Advisor, founded by Sean P. Lee and Scott M. Dougan in 2014, focuses on providing unbiased, research-rich retirement planning education for aspiring retirees and financial advisors. Their Retirement Elevated program aims to equip retirees with the knowledge needed to make informed decisions about their life savings, free from aggressive sa... les tactics. The program has been continuously refined through practical application in their Elevated Retirement Group practice, yielding significant success. Emerging Advisor serves financial advisors seeking effective strategies to enhance their practices and better serve their clients.Read More

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

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