First Element Insurance Planners

Insurance · Missouri, United States · 11-50 Employees

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Overview

Headquarters

11433 Olde Cabin Rd Ste 250, Saint Louis...

Phone Number

(314) 733-9772

Revenue

<$5 Million

Industry

Insurance
ZI Rank: 2
Signal Type
Feb
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ZI Rank
1
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2

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's Social MediaPopular SearchesFirst Element Insurance Planners LLCFirst Element Insurance PlannersFirst Element Insurance Planners Agency LLCSIC Code 64,641NAICS Code 52,524Show more

First Element Insurance Planners Org Chart

PhoneEmail
DS
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Managing Director

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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

First Element Insurance P...

<$5M
11-50
Private
-
2016
DS
Daniel SullivanManaging Director
<$5M
1-10
Private
-
2018
MR
Mark RosenPrincipal & Co-Founder
<$5M
1-10
Private
-
1975
<$5M
1-10
Private
-
2017
DR
Derek RetherfordPartner and President
<$5M
1-10
Private
-
-
JR
Jean RaduenzDirector, Investment Operations & Services
<$5M
1-10
Private
-
1981
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

First Element Insurance Planners is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

First Element Insurance Planners is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about First Element Insurance Planners.

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

What is First Element Insurance Planners's official website?
First Element Insurance Planners's official website is www.firstelementinsurance.com
What is First Element Insurance Planners's Revenue?
First Element Insurance Planners's revenue is <$5 Million
What is First Element Insurance Planners's SIC code?
First Element Insurance Planners's SIC: 64,641
What is First Element Insurance Planners's NAICS code?
First Element Insurance Planners's NAICS: 52,524
How many employees does First Element Insurance Planners have?
First Element Insurance Planners has 11-50 employees
What industry does First Element Insurance Planners belong to?
First Element Insurance Planners is in the industry of: Insurance
What is First Element Insurance Planners competition?
First Element Insurance Planners top competitors include: Erkel & Erkel, Derrenbacker Shields Financial Group - Northwestern Mutual, Day Webb & Associates, Benson Wealth Management
What technology does First Element Insurance Planners use?
Some of the popular technologies that First Element Insurance Planners uses are: RackSpace Cloud DNS, Google Cloud Web Serving, Google Cloud Platform, GoDaddy DNS
How do I contact First Element Insurance Planners?
First Element Insurance Planners contact info: Phone number: (314) 733-9772 Website: www.firstelementinsurance.com
What does First Element Insurance Planners do?

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... roviding 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.Read More

What are First Element Insurance Planners social media links?
First Element Insurance Planners Linkedin page
Is First Element Insurance Planners a public company?
First Element Insurance Planners is private company therefore does not currently have an official ticker symbol
See more information about First Element Insurance Planners

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