Financial Partners
Likely to Engage tag.Highly Engaged Employees

Finance · Iowa, United States · 1-10 Employees

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Overview

Headquarters

2116 N Court St, Ottumwa, Iowa, 52501, U...

Phone Number

(641) 684-0368

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Financial Partners

Financial Partners, Inc. is an Iowa-based independent boutique financial advisory firm founded by Bob Kramer, an Accredited Investment Fiduciary. The company specializes in comprehensive financial planning and offers services such as financial risk assessments and personal record keeping for clients seeking to live authentically and freely. Their client base includes individuals across multiple states, where they emphasize intelligent choices and exceptional service. The firm is independent of its associated broker-dealer, ensuring personalized and fiduciary-focused financial advice.Explore more
Financial Partners's Social MediaPopular SearchesFinancial Partners IncFinancial Group IncFinancial PartnersBPW Financial GroupFinancial GroupSIC Code 62,628NAICS Code 52,523Show more

Financial Partners Org Chart

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SW
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Business Development Manager

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Client Relations Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Partners

<$5M
1-10
Private
-
2000
SW
Sherri WillisBusiness Development Manager
<$5M
11-50
Private
-
2014
DS
David SmithIndependent Financial Advisor
<$5M
1-10
Private
-
2020
SB
Stacey BigleyPrivate Wealth Associate
<$5M
1-10
Private
-
-
KC
Kristen CrouthamelFinancial Advisor
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Financial Partners Tech Stack

A closer look at the technologies used by Financial Partners

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Frequently Asked Questions Regarding Financial Partners

What is Financial Partners's official website?
Financial Partners's official website is www.financialpartnersinc.net
What is Financial Partners's Revenue?
Financial Partners's revenue is <$5 Million
What is Financial Partners's SIC code?
Financial Partners's SIC: 62,628
What is Financial Partners's NAICS code?
Financial Partners's NAICS: 52,523
How many employees does Financial Partners have?
Financial Partners has 1-10 employees
What industry does Financial Partners belong to?
Financial Partners is in the industry of: Finance, Securities Trading
What is Financial Partners competition?
Financial Partners top competitors include: Murphy Wealth Management, Sunrise Wealth Partners, GCSB Investment Center, OWL Private Wealth Advisors
What technology does Financial Partners use?
Some of the popular technologies that Financial Partners uses are: MailChimp, Google Cloud Web Serving, Google Cloud Platform, Microsoft 365
How do I contact Financial Partners?
Financial Partners contact info: Phone number: (641) 684-0368 Website: www.financialpartnersinc.net
What does Financial Partners do?

Financial Partners, Inc. is an Iowa-based independent boutique financial advisory firm founded by Bob Kramer, an Accredited Investment Fiduciary. The company specializes in comprehensive financial planning and offers services such as financial risk assessments and personal record keeping for clients seeking to live authentically and freely. Their c... lient base includes individuals across multiple states, where they emphasize intelligent choices and exceptional service. The firm is independent of its associated broker-dealer, ensuring personalized and fiduciary-focused financial advice.Read More

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

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