Erpelding Wealth Management

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

5201 Eden Ave Ste 200, Edina, Minnesota,...

Phone Number

(952) 698-7000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Erpelding Wealth Management

Erpelding Wealth Management, based in Edina, MN, is an office of Northwestern Mutual that specializes in providing customized financial planning services. They cater to individuals, families, and business owners, focusing on retirement planning, business succession, and legacy preservation. The firm emphasizes a holistic approach to connect clients' financial goals with their desired lifestyles, ensuring clarity and confidence in their financial decisions. With a commitment to integrity and excellence, Erpelding Wealth Management aims to build lasting relationships while acting in the best interests of their clients.Explore more
Erpelding Wealth Management's Social MediaPopular SearchesErpelding Wealth ManagementMichael Merle ErpeldingErpelding Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Erpelding Wealth Management Org Chart

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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Erpelding Wealth Manageme...

<$5M
1-10
Private
-
-
WB
Whitney BurrDirector, Operations
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
JW
Jennifer WahlChief Operating Officer
<$5M
1-10
Private
-
2016
CH
Christopher HallHead of Strategy
<$5M
1-10
Private
-
-
DM
Dana MayeuChief Financial Officer
<$5M
1-10
Private
-
1999
LM
Lauren McNeillChief Operating Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Erpelding Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Erpelding Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Erpelding Wealth Management.

Erpelding Wealth Management Tech Stack

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Frequently Asked Questions Regarding Erpelding Wealth Management

What is Erpelding Wealth Management's official website?
Erpelding Wealth Management's official website is www.erpeldingwealthmanagement.com
What is Erpelding Wealth Management's Revenue?
Erpelding Wealth Management's revenue is <$5 Million
What is Erpelding Wealth Management's SIC code?
Erpelding Wealth Management's SIC: 62,628
What is Erpelding Wealth Management's NAICS code?
Erpelding Wealth Management's NAICS: 52,523
How many employees does Erpelding Wealth Management have?
Erpelding Wealth Management has 1-10 employees
What industry does Erpelding Wealth Management belong to?
Erpelding Wealth Management is in the industry of: Finance, Securities Trading
What is Erpelding Wealth Management competition?
Erpelding Wealth Management top competitors include: Strategic View Advisors, Point Wealth Management, Ludacka Wealth Partners, GG & E Wealth Management Advisors
What technology does Erpelding Wealth Management use?
Some of the popular technologies that Erpelding Wealth Management uses are: Amazon CloudFront, Amazon S3
How do I contact Erpelding Wealth Management?
Erpelding Wealth Management contact info: Phone number: (952) 698-7000 Website: www.erpeldingwealthmanagement.com
What does Erpelding Wealth Management do?

Erpelding Wealth Management, based in Edina, MN, is an office of Northwestern Mutual that specializes in providing customized financial planning services. They cater to individuals, families, and business owners, focusing on retirement planning, business succession, and legacy preservation. The firm emphasizes a holistic approach to connect clients... ' financial goals with their desired lifestyles, ensuring clarity and confidence in their financial decisions. With a commitment to integrity and excellence, Erpelding Wealth Management aims to build lasting relationships while acting in the best interests of their clients.Read More

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

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