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) 636-6549Revenue
<$5 MillionIndustry
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 Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Finteris Wealth Managemen...
<$5M
11-50
Private
-
2020
MH
Monica HaberbergerBranch Administrative Associate
Finteris Wealth Management Tech Stack
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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... Read More
