First Wealth Financial Group

Finance · Iowa, United States · 11-50 Employees

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Overview

Headquarters

1210 19th Ave NW, Clinton, Iowa, 52732, ...

Phone Number

(563) 242-1885

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
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1
1
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1

About First Wealth Financial Group

First Wealth Financial Group specializes in investment management and financial planning, offering personalized strategies to help clients maximize their financial potential. The firm provides free financial planning services to demonstrate their value and expertise, focusing on individualized client attention and support. Their experienced advisors utilize top funds and proactive market monitoring to deliver superior investment performance. Targeting clients in Iowa and Illinois, First Wealth aims to educate and empower individuals to make informed financial decisions.Explore more
First Wealth Financial Group's Social MediaPopular SearchesFirst Wealth Financial Group LLPFirst Wealth Financial GroupBreton Williams, CEO of First Wealth Financial Gro...First Wealth FinancialFirst Wealth Financial Group LLCSIC Code 62,628NAICS Code 52,523Show more

First Wealth Financial Group Org Chart

PhoneEmail
AH
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Processing Specialist and FPQP

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DE
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Client Service Representative

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LM
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Administrative Assistant

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JP
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Processing Assistant

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KG
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Administrative Assistant

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JM
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Wealth Advisor

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BW
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Wealth Advisor

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AM
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Wealth Consultant

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CB
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Wealth Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

First Wealth Financial Gr...

<$5M
11-50
Private
-
1987
AH
Aimee HarridgeProcessing Specialist and FPQP
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$7.5M
11-50
Private
-
2021
LD
Leanne DraytonChief Compliance Officer
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
11-50
Private
-
2014
MH
Meredith HazenFinancial Advisor
<$5M
11-50
Private
-
-
WD
Wendy DietmeierClient Relationship Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

First Wealth Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

First Wealth Financial Group Tech Stack

A closer look at the technologies used by First Wealth Financial Group

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Frequently Asked Questions Regarding First Wealth Financial Group

What is First Wealth Financial Group's official website?
First Wealth Financial Group's official website is www.firstwealthfinancialgroup.com
What is First Wealth Financial Group's Revenue?
First Wealth Financial Group's revenue is <$5 Million
What is First Wealth Financial Group's SIC code?
First Wealth Financial Group's SIC: 62,628
What is First Wealth Financial Group's NAICS code?
First Wealth Financial Group's NAICS: 52,523
How many employees does First Wealth Financial Group have?
First Wealth Financial Group has 11-50 employees
What industry does First Wealth Financial Group belong to?
First Wealth Financial Group is in the industry of: Finance, Securities Trading
What is First Wealth Financial Group competition?
First Wealth Financial Group top competitors include: WealthSpring, Casco Bay Wealth Advisors, Sunrise Wealth Partners, Sterling Total Wealth Solutions
What technology does First Wealth Financial Group use?
Some of the popular technologies that First Wealth Financial Group uses are: Microsoft 365, Google Tag Manager, GoDaddy DNS, jsDelivr
How do I contact First Wealth Financial Group?
First Wealth Financial Group contact info: Phone number: (563) 242-1885 Website: www.firstwealthfinancialgroup.com
What does First Wealth Financial Group do?

First Wealth Financial Group specializes in investment management and financial planning, offering personalized strategies to help clients maximize their financial potential. The firm provides free financial planning services to demonstrate their value and expertise, focusing on individualized client attention and support. Their experienced advisor... s utilize top funds and proactive market monitoring to deliver superior investment performance. Targeting clients in Iowa and Illinois, First Wealth aims to educate and empower individuals to make informed financial decisions.Read More

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

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