NB
Administrative Assistant
Get the full picture
Sign in to uncover key details.
First Element Insurance Planners
Insurance · Missouri, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
11433 Olde Cabin Rd Ste 250, Saint Louis...Phone Number
(314) 733-9772Revenue
<$5 MillionIndustry
About First Element Insurance Planners
First Element Insurance Planners is a fee-only advisory firm that serves as a strategic partner for wealth management firms transitioning to a fee-only planning model. They offer a range of services including life insurance, long-term care insurance, disability income insurance, estate planning, and business succession planning. Their focus is on providing comprehensive and holistic risk management solutions while enhancing the client experience through standardized processes. The firm aims to support fee-only advisors by expanding their team with specialized expertise without the burden of fixed overhead costs.Explore more
First Element Insurance Planners Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Compare Similar Companies to First Element Insurance Planners
Compare insights from companies similar to First Element Insurance Planners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2017
CK
Charlie KehrWealth Management Associate & Advisor & Planning Director, Investments
First Element Insurance Planners Tech Stack
A closer look at the technologies used by First Element Insurance Planners
Top Insurance Companies
Frequently Asked Questions Regarding First Element Insurance Planners
Sign Up For FreeTo access detailed company insights
First Element Insurance Planners is a fee-only advisory firm that serves as a strategic partner for wealth management firms transitioning to a fee-only planning model. They offer a range of services including life insurance, long-term care insurance, disability income insurance, estate planning, and business succession planning. Their focus is on p... Read More
