Francis
Finance · Wisconsin, United States · 11-50 Employees
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Overview
Headquarters
19435 W Capitol Dr, Brookfield, Wisconsi...Phone Number
(866) 232-6457Website
www.francisway.comRevenue
$15.4 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Francis
Francis LLC is a privately held financial services firm headquartered in Brookfield, Wisconsin, with additional offices in Oakdale, Minnesota, and Chesterfield, Missouri. The company specializes in conflict-free retirement plan consulting and sales-free financial wellness services, aiming to help employers design optimal retirement plans and assist employees in achieving Work-Life-Money Balance. Francis LLC emphasizes a fiduciary approach, ensuring that clients' priorities are the sole focus, and offers personalized financial planning to support individuals in making informed decisions about their financial futures.Explore more
Francis Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Francis
$15.4M
11-50
Private
-
2004
CD
Clifford DuntemanSenior VP, Investment Consulting Services & Principal
Company Profile Activity
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Francis is experiencing very low activity levels compared to other companies in the Finance sector.
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Francis is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Francis.
Francis Tech Stack
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Francis LLC is a privately held financial services firm headquartered in Brookfield, Wisconsin, with additional offices in Oakdale, Minnesota, and Chesterfield, Missouri. The company specializes in conflict-free retirement plan consulting and sales-free financial wellness services, aiming to help employers design optimal retirement plans and assist... Read More
