Financial Resource Advisors

Q: What is Financial Resource Advisors's official website?

Financial Resource Advisors's official website is www.fraonline.com

Q: What is Financial Resource Advisors's Revenue?

Financial Resource Advisors's revenue is <$5 Million

Q: What is Financial Resource Advisors's SIC code?

Financial Resource Advisors's SIC: 62,628

Q: What is Financial Resource Advisors's NAICS code?

Financial Resource Advisors's NAICS: 52,523

Q: How many employees does Financial Resource Advisors have?

Financial Resource Advisors has 11-50 employees

Q: What industry does Financial Resource Advisors belong to?

Financial Resource Advisors is in the industry of: Finance , Securities Trading

Q: What is Financial Resource Advisors competition?

Financial Resource Advisors top competitors include: BenchMark Wealth Management , Christopher Randazzo , Zillmer Wealth Management , Montgomery Wealth Management

Q: What technology does Financial Resource Advisors use?

Some of the popular technologies that Financial Resource Advisors uses are: Cloudflare Website Optimization, Proofpoint, Datadog, YouTube

Q: How do I contact Financial Resource Advisors?

Financial Resource Advisors contact info: Phone number: (319) 232-6122 Website: www.fraonline.com

Q: What does Financial Resource Advisors do?

Financial Resource Advisors, based in Waterloo, IA, is an independent financial advisory firm that provides investment management services, retirement planning, and risk protection to clients in Iowa and beyond. The firm emphasizes a team-based approach to financial planning, ensuring that clients receive comprehensive guidance from multiple profes... sionals. They specialize in employer retirement plans, including 401(k) programs, and offer tax preparation services. FRA is dedicated to helping clients achieve their financial goals and secure their futures through tailored investment strategies and educational resources. Read More

Finance · Iowa, United States · 11-50 Employees

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Overview

Headquarters

816 Tower Park Dr, Waterloo, Iowa, 50701...

Phone Number

(319) 232-6122

Website

www.fraonline.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Financial Resource Advisors

Financial Resource Advisors, based in Waterloo, IA, is an independent financial advisory firm that provides investment management services, retirement planning, and risk protection to clients in Iowa and beyond. The firm emphasizes a team-based approach to financial planning, ensuring that clients receive comprehensive guidance from multiple professionals. They specialize in employer retirement plans, including 401(k) programs, and offer tax preparation services. FRA is dedicated to helping clients achieve their financial goals and secure their futures through tailored investment strategies and educational resources.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Financial Resource Advisors Org Chart

Jay Bullerman

President & Chief Executive Officer

Phone

Nolan Farwell

Registered Principal and Investment Advisor R...

Phone

Managing Partner

Phone

Analyst

Phone

Pershing Specialist

Phone

Client Services Specialist

Phone

Client Relationship Specialist

Phone

Operations Specialist

Phone

Senior Client Services Specialist

Phone

Investment Advisor & Representative

Phone

Investment Advisor & Representative

Phone

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Compare Similar Companies to Financial Resource Advisors

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Resource Adviso...

<$5M

11-50

Private

2007

Jay BullermanPresident & CEO

Marathon Financial Planni...

<$5M

1-10

Private

1987

Joseph LeuchtmannFinancial Advisor

Montgomery Wealth Managem...

<$5M

1-10

Private

N/A

Zillmer Wealth Management

<$5M

1-10

Private

2016

Joshua ZillmerPresident & CEO, Registered & Investment Representative & Advisor & Representative

Renaissance Wealth Manage...

<$5M

1-10

Private

2019

Scott DavisPartner

Christopher Randazzo

<$5M

1-10

Private

N/A

BenchMark Wealth Manageme...

<$5M

1-10

Private

Joseph SalamoneManaging Partner and Financial Advisor

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Financial Resource Advisors Tech Stack

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Cloudflare Website Optimization

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Frequently Asked Questions Regarding Financial Resource Advisors

What is Financial Resource Advisors's official website?

Financial Resource Advisors's official website is www.fraonline.com

What is Financial Resource Advisors's Revenue?

Financial Resource Advisors's revenue is <$5 Million

What is Financial Resource Advisors's SIC code?

Financial Resource Advisors's SIC: 62,628

What is Financial Resource Advisors's NAICS code?

Financial Resource Advisors's NAICS: 52,523

How many employees does Financial Resource Advisors have?

Financial Resource Advisors has 11-50 employees

What industry does Financial Resource Advisors belong to?

Financial Resource Advisors is in the industry of: Finance, Securities Trading

What is Financial Resource Advisors competition?

Financial Resource Advisors top competitors include: BenchMark Wealth Management, Christopher Randazzo, Zillmer Wealth Management, Montgomery Wealth Management

What technology does Financial Resource Advisors use?

Some of the popular technologies that Financial Resource Advisors uses are: Cloudflare Website Optimization, Proofpoint, Datadog, YouTube

How do I contact Financial Resource Advisors?

Financial Resource Advisors contact info: Phone number: (319) 232-6122 Website: www.fraonline.com

What does Financial Resource Advisors do?

What are Financial Resource Advisors social media links?

Financial Resource Advisors Linkedin page Financial Resource Advisors Facebook page

Is Financial Resource Advisors a public company?

Financial Resource Advisors is private company therefore does not currently have an official ticker symbol

See more information about Financial Resource Advisors

Financial Resource Advisors Latest Hires and Their Positions

Financial Resource Advisors is expanding and recently hired new employees. Here are the latest additions to the team.

Jacqueline Fisher

Operations Specialist

Joined May 10, 2026

Phone

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