Financially Fluent

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

5353 Wayzata Blvd Ste 602, Minneapolis, ...

Phone Number

(612) 205-6131

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Financially Fluent

Financially Fluent Advisors specializes in providing financial planning, investment management, and retirement strategies to clients. With decades of experience, they focus on guiding investors through complex financial decisions. The firm emphasizes personalized service, dedicating time to understand each client's unique financial situation. Their team of financial professionals is committed to delivering tailored advice and custom solutions for a secure financial future.Explore more
Financially Fluent's Social MediaPopular SearchesFinancially FluentFinancially Fluent AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Financially Fluent Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financially Fluent

<$5M
1-10
Private
-
-
SO
Samantha OrveloOffice Manager
<$5M
1-10
Private
<$5M
1982
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & CEO
<$5M
1-10
Private
-
2003
KB
Kerry BroskeDirector, Marketing
<$5M
1-10
Private
-
2002
RF
R. FidlerLPL Registered Principal
<$5M
1-10
Private
-
-
TR
Teresa RobertsManager, Client Relations
<$5M
1-10
Private
-
2017
BO
Barry OzerFinancial Professional
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

Financially Fluent is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Financially Fluent Tech Stack

A closer look at the technologies used by Financially Fluent

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Frequently Asked Questions Regarding Financially Fluent

What is Financially Fluent's official website?
Financially Fluent's official website is www.financiallyfluentadvisors.com
What is Financially Fluent's Revenue?
Financially Fluent's revenue is <$5 Million
What is Financially Fluent's SIC code?
Financially Fluent's SIC: 62,628
What is Financially Fluent's NAICS code?
Financially Fluent's NAICS: 52,523
How many employees does Financially Fluent have?
Financially Fluent has 1-10 employees
What industry does Financially Fluent belong to?
Financially Fluent is in the industry of: Finance, Securities Trading
What is Financially Fluent competition?
Financially Fluent top competitors include: Magnolia Capital Partners, Lawrence Wealth Management, Mastey Financial Group, Fidler Wealth Management
What technology does Financially Fluent use?
Some of the popular technologies that Financially Fluent uses are: Cloudflare Website Optimization, Vimeo, Google Tag Manager, GoDaddy DNS
How do I contact Financially Fluent?
Financially Fluent contact info: Phone number: (612) 205-6131 Website: www.financiallyfluentadvisors.com
What does Financially Fluent do?

Financially Fluent Advisors specializes in providing financial planning, investment management, and retirement strategies to clients. With decades of experience, they focus on guiding investors through complex financial decisions. The firm emphasizes personalized service, dedicating time to understand each client's unique financial situation. Their... team of financial professionals is committed to delivering tailored advice and custom solutions for a secure financial future.Read More

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

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