Finteris Wealth Management

Finance · Missouri, United States · 11-50 Employees

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Overview

Headquarters

3325 Emerald Ln Ste A, Jefferson City, M...

Phone Number

(573) 636-6549

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1

About Finteris Wealth Management

Finteris Wealth Management is a financial services firm headquartered in Jefferson City, Missouri. The company provides personalized investment planning, retirement planning, education planning, and estate investment planning services. It serves individuals, families, businesses, and organizations, including high-net-worth individuals, corporations, pensions, and profit-sharing plans. These services are delivered through a network of advisors and investment professionals across multiple locations in Missouri and Kansas. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC.Explore more
Finteris Wealth Management's Social MediaPopular SearchesFinteris Wealth ManagementFinteris Wealth Management LLCVersed Financial IncFinterisFinteriswealthmanagement.comSIC Code 62,628NAICS Code 52,523Show more

Finteris Wealth Management Org Chart

PhoneEmail
MH
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Branch Administrative Associate

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RM
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Client Associate

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NB
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Registered Client Associate

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KJ
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Client Associate

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SK
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Sales & Marketing Associate

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CR
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Partner

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JR
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Founding Partner

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WW
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Founding Partner

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JH
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Partner

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KW
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Partner

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JP
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Financial Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Finteris Wealth Managemen...

<$5M
11-50
Private
-
2020
MH
Monica HaberbergerBranch Administrative Associate
<$5M
11-50
Private
-
2023
CA
Caitlin AdyDirector, Operations & Client Experience
<$5M
11-50
Private
-
2022
FS
Fred ScheerenManaging Director
<$5M
1-10
Private
-
2021
Dana Pollard, Chief Executive Officer & Principal at Lumitas Wealth Strategies
Dana PollardCEO & Principal
<$5M
11-50
Private
-
-
FR
Felix RosadoManaging Director
<$5M
1-10
Private
-
2016
BS
Brad SeagravesManaging Director and Financial Advisor
<$5M
1-10
Private
-
2021
HM
Heidi MagnusonSenior Relationship Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Finteris Wealth Management Tech Stack

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Frequently Asked Questions Regarding Finteris Wealth Management

What is Finteris Wealth Management's official website?
Finteris Wealth Management's official website is www.finteriswealthmanagement.com
What is Finteris Wealth Management's Revenue?
Finteris Wealth Management's revenue is <$5 Million
What is Finteris Wealth Management's SIC code?
Finteris Wealth Management's SIC: 62,628
What is Finteris Wealth Management's NAICS code?
Finteris Wealth Management's NAICS: 52,523
How many employees does Finteris Wealth Management have?
Finteris Wealth Management has 11-50 employees
What industry does Finteris Wealth Management belong to?
Finteris Wealth Management is in the industry of: Finance, Securities Trading
What is Finteris Wealth Management competition?
Finteris Wealth Management top competitors include: McKenzie Riedel Wealth Management, TrueJourney, Transitions Wealth Management, Gardens Wealth Management
What technology does Finteris Wealth Management use?
Some of the popular technologies that Finteris Wealth Management uses are: reCAPTCHA, Cloudflare Website Optimization, Google Tag Manager, GoDaddy DNS
How do I contact Finteris Wealth Management?
Finteris Wealth Management contact info: Phone number: (573) 636-6549 Website: www.finteriswealthmanagement.com
What does Finteris Wealth Management do?

Finteris Wealth Management is a financial services firm headquartered in Jefferson City, Missouri. The company provides personalized investment planning, retirement planning, education planning, and estate investment planning services. It serves individuals, families, businesses, and organizations, including high-net-worth individuals, corporations... , pensions, and profit-sharing plans. These services are delivered through a network of advisors and investment professionals across multiple locations in Missouri and Kansas. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC.Read More

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

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