Gentian Financial

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

12740 N River Rd, Mequon, Wisconsin, 530...

Revenue

<$5 Million

Industry

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

About Gentian Financial

Gentian Financial specializes in retirement planning, helping clients navigate investment strategies to achieve their True Wealth Goals. The firm serves a diverse clientele, including retirees, pre-retirees, business owners, affluent families, and corporate executives. Gentian Financial emphasizes a holistic approach to wealth management, focusing on the well-being of families and communities. Their mission is to redefine retirement as a period of growth and enjoyment, rather than merely a time to slow down.Explore more
Gentian Financial's Social MediaPopular SearchesGentian FinancialGentian Financial IncRaymond James Financial IncRaymond James Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

Gentian Financial Org Chart

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Peter Nordenberg, Chief Operating Officer & Group Director, Private Client & Manager, Gentian Financial & Operations, Rjfs at Gentian Financial
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Chief Operating Officer & Group Director, Pri...

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President & Certified Financial Cfp Planner &...

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Director, Client Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Gentian Financial

<$5M
11-50
Private
-
-
Peter Nordenberg, Chief Operating Officer & Group Director, Private Client & Manager, Gentian Financial & Operations, Rjfs at Gentian Financial
Peter NordenbergChief Operating Officer & Group Director, Private Client & Manager, Gentian Financial & Operations, Rjfs
$7.6M
11-50
Private
-
1962
<$5M
1-10
Private
-
1962
EM
Emilee ManleyClient Service Manager
<$5M
1-10
Private
-
2014
HS
Holly SherrerFinancial Advisor
<$5M
1-10
Private
-
1986
KF
Kevin FuscoVice President
<$5M
11-50
Private
-
2016
MD
Martha DraperOffice Manager
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Gentian Financial Tech Stack

A closer look at the technologies used by Gentian Financial

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Frequently Asked Questions Regarding Gentian Financial

What is Gentian Financial's official website?
Gentian Financial's official website is www.gentianfinancial.com
What is Gentian Financial's Revenue?
Gentian Financial's revenue is <$5 Million
What is Gentian Financial's SIC code?
Gentian Financial's SIC: 62,628
What is Gentian Financial's NAICS code?
Gentian Financial's NAICS: 52,523
How many employees does Gentian Financial have?
Gentian Financial has 11-50 employees
What industry does Gentian Financial belong to?
Gentian Financial is in the industry of: Finance, Securities Trading
What is Gentian Financial competition?
Gentian Financial top competitors include: Dogwood Wealth Advisors, Reynolds Wealth Management, Ascential Wealth, Fusco Financial Associates
What technology does Gentian Financial use?
Some of the popular technologies that Gentian Financial uses are: Ruxit, Google Universal Analytics, Sentry, Enom DNS Hosting
What does Gentian Financial do?

Gentian Financial specializes in retirement planning, helping clients navigate investment strategies to achieve their True Wealth Goals. The firm serves a diverse clientele, including retirees, pre-retirees, business owners, affluent families, and corporate executives. Gentian Financial emphasizes a holistic approach to wealth management, focusing... on the well-being of families and communities. Their mission is to redefine retirement as a period of growth and enjoyment, rather than merely a time to slow down.Read More

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

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