FP Wealth Management

Finance · Nebraska, United States · 1-10 Employees

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Overview

Headquarters

770 N Cotner Blvd Ste 411, Lincoln, Nebr...

Phone Number

(402) 465-5678

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About FP Wealth Management

FP Wealth Management, Inc. is a financial advisory firm that specializes in providing comprehensive financial planning services to multi-generational families and businesses. With over 150 years of combined experience, their team offers expertise in areas such as tax planning, retirement income planning, estate planning, investment planning, insurance planning, and business planning. They aim to help clients navigate their financial journeys, whether they are just starting out, preparing for retirement, or looking to transfer wealth. The firm operates with a team-based approach, ensuring personalized care and support for clients at every life stage.Explore more
FP Wealth Management's Social MediaPopular SearchesFP Wealth Management IncWealth Management ConceptsWealth Management Concepts IncFP Wealth ManagementPeplinski Jason JamesSIC Code 62,628NAICS Code 52,523Show more

FP Wealth Management Org Chart

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RF
United States flag for contact location.

President & Cfp Professional

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

FP Wealth Management

<$5M
1-10
Private
-
-
RF
Robert FitzSimmonsPresident & Cfp Professional
$5.2M
1-10
Private
-
1999
VM
Vicky MattisonRegistered Assistant
<$5M
1-10
Private
-
1998
LS
Lee SilerPresident & CEO
<$5M
1-10
Private
-
2009
<$5M
1-10
Private
-
2002
LH
Lori HaynesOffice Manager
<$5M
1-10
Private
-
2005
BS
Bryce StreetBranch Office Manager
<$5M
1-10
Private
-
-
BZ
Bella ZemanClient Service Associate
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

FP Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

FP Wealth Management Tech Stack

A closer look at the technologies used by FP Wealth Management

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Frequently Asked Questions Regarding FP Wealth Management

What is FP Wealth Management's official website?
FP Wealth Management's official website is www.fp-wealth.com
What is FP Wealth Management's Revenue?
FP Wealth Management's revenue is <$5 Million
What is FP Wealth Management's SIC code?
FP Wealth Management's SIC: 62,628
What is FP Wealth Management's NAICS code?
FP Wealth Management's NAICS: 52,523
How many employees does FP Wealth Management have?
FP Wealth Management has 1-10 employees
What industry does FP Wealth Management belong to?
FP Wealth Management is in the industry of: Finance, Securities Trading
What is FP Wealth Management competition?
FP Wealth Management top competitors include: La Pointe Wealth Management, Dudley Asset Management, Investment Management Associates, Siler Wealth Management
What technology does FP Wealth Management use?
Some of the popular technologies that FP Wealth Management uses are: Cloudflare Website Optimization, Smarsh, Datadog, Google Font API
How do I contact FP Wealth Management?
FP Wealth Management contact info: Phone number: (402) 465-5678 Website: www.fp-wealth.com
What does FP Wealth Management do?

FP Wealth Management, Inc. is a financial advisory firm that specializes in providing comprehensive financial planning services to multi-generational families and businesses. With over 150 years of combined experience, their team offers expertise in areas such as tax planning, retirement income planning, estate planning, investment planning, insura... nce planning, and business planning. They aim to help clients navigate their financial journeys, whether they are just starting out, preparing for retirement, or looking to transfer wealth. The firm operates with a team-based approach, ensuring personalized care and support for clients at every life stage.Read More

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

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