Five Cities Financial

Finance · Iowa, United States · 1-10 Employees

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Overview

Headquarters

1704 E 54th St, Davenport, Iowa, 52807, ...

Phone Number

(563) 549-7824

Website

www.fivecitiesfinancial.com

Revenue

<$5 Million

Industry

Finance Securities Trading

About Five Cities Financial

Five Cities Financial, based in Davenport, IA, is an office of Northwestern Mutual that specializes in wealth management and retirement planning. The firm offers comprehensive fee-based planning services to help clients bridge the financial gap between their current situation and future goals. Their target clients typically include individuals with investable assets of $1 million or more, high-income households, and business owners or executives experiencing significant life transitions. With a focus on personalized strategies and long-term guidance, Five Cities Financial aims to provide stability and confidence for their clients' financial journeys.Explore more
Five Cities Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Five Cities Financial Org Chart

PhoneEmail
SL
United States flag for contact location.
Steven Lynch

Director, Investments

PhoneEmail
AP
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Alessandra Panasky-...

Director, Operations & Development

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LW
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Lucas Wood

Associate Director, Investment Research

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AK
United States flag for contact location.
Alyssa Kuehl

Associate

PhoneEmail
JH
United States flag for contact location.

Partner and Wealth Management Advisor

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DK
United States flag for contact location.

Partner and Wealth Management Advisor

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EM
United States flag for contact location.

Partner and Wealth Management Advisor

PhoneEmail
MD
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Wealth Management Advisor

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NM
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Wealth Management Associate & Advisor

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Compare Similar Companies to Five Cities Financial

Compare insights from companies similar to Five Cities Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Five Cities Financial

<$5M
1-10
Private
-
-
SL
Steven LynchDirector, Investments
Michael Epolan
$8.6M
11-50
Private
-
1990
JC
Jennifer CarpenterDirector, Wealth Management Services
Beauchamp Maleki
$7.8M
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-
2001
LH
Laura HauschildCEO
LiveWell Capital
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-
2020
KB
Kyle BeckerDirector, Investment Operations
GG & E Wealth Management ...
<$5M
11-50
Private
-
-
N/A
Heirloom Advisors
<$5M
1-10
Private
-
1993
Benjamin Farish, Chief Operating Officer at Heirloom Advisors
Benjamin FarishChief Operating Officer
Adams Gut & Associates
<$5M
1-10
Private
-
-
JW
Jennifer WahlChief Operating Officer
Illustration of an envelope

Five Cities Financial Tech Stack

A closer look at the technologies used by Five Cities Financial

Amazon Web Hosting

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Amazon Web Services
Cloudflare Security

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Cloudflare
Amazon CloudFront

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Amazon S3

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Frequently Asked Questions Regarding Five Cities Financial

What is Five Cities Financial's official website?
Five Cities Financial's official website is www.fivecitiesfinancial.com What is Five Cities Financial's Revenue?
Five Cities Financial's revenue is <$5 Million What is Five Cities Financial's SIC code?
Five Cities Financial's SIC: 62,628 What is Five Cities Financial's NAICS code?
Five Cities Financial's NAICS: 52,523 How many employees does Five Cities Financial have?
Five Cities Financial has 1-10 employees What industry does Five Cities Financial belong to?
Five Cities Financial is in the industry of: Finance, Securities Trading What is Five Cities Financial competition?
Five Cities Financial top competitors include: Heirloom Advisors, Adams Gut & Associates, LiveWell Capital, Beauchamp Maleki What technology does Five Cities Financial use?
Some of the popular technologies that Five Cities Financial uses are: Amazon Web Hosting, Cloudflare Security, Amazon CloudFront, Amazon S3 How do I contact Five Cities Financial?
Five Cities Financial contact info: Phone number: (563) 549-7824 Website: www.fivecitiesfinancial.com What does Five Cities Financial do?

Five Cities Financial, based in Davenport, IA, is an office of Northwestern Mutual that specializes in wealth management and retirement planning. The firm offers comprehensive fee-based planning services to help clients bridge the financial gap between their current situation and future goals. Their target clients typically include individuals with... investable assets of $1 million or more, high-income households, and business owners or executives experiencing significant life transitions. With a focus on personalized strategies and long-term guidance, Five Cities Financial aims to provide stability and confidence for their clients' financial journeys.Read More

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

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