Gullickson Group

Finance · Iowa, United States · 1-10 Employees

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Overview

Headquarters

2310 Jersey Ridge Rd Ste 500, Davenport,...

Phone Number

(563) 823-1500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Gullickson Group

Gullickson Group specializes in providing comprehensive financial services including retirement income planning, business succession planning, estate planning strategies, and wealth management. Their goal is to empower clients to make informed decisions that align with their financial goals and secure their future. The firm caters to individuals approaching retirement, business owners, and families looking to manage their legacies. With a focus on strategic planning, they aim to help clients grow, protect, and manage their assets effectively.Explore more
Gullickson Group's Social MediaPopular SearchesGullickson GroupGullickson Enterprises LLCGullickson Group IncGullickson Group LLCGullicksongroup.comSIC Code 62,628NAICS Code 52,523Show more

Gullickson Group Org Chart

BG
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Chief Executive Officer

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MH
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Director, Wealth Management

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RC
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Director, Business

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SG
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Team Member

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Team Member

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TG
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Gullickson Group

<$5M
1-10
Private
<$5M
2004
<$5M
1-10
Private
-
-
SC
Shanda CopoloOffice Manager
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
1990
SM
Samuel MoorheadPortfolio Manager
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2017
AC
Angela CurtisFinancial Consultant
<$5M
1-10
Private
-
2015
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Gullickson Group financials insights

Gather financial insights about Gullickson Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$108K

See All Gullickson Group's Financials Insights

Gullickson Group Tech Stack

A closer look at the technologies used by Gullickson Group

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Frequently Asked Questions Regarding Gullickson Group

What is Gullickson Group's official website?
Gullickson Group's official website is www.gullicksongroup.com
What is Gullickson Group's Revenue?
Gullickson Group's revenue is <$5 Million
What is Gullickson Group's SIC code?
Gullickson Group's SIC: 62,628
What is Gullickson Group's NAICS code?
Gullickson Group's NAICS: 52,523
How many employees does Gullickson Group have?
Gullickson Group has 1-10 employees
What industry does Gullickson Group belong to?
Gullickson Group is in the industry of: Finance, Securities Trading
What is Gullickson Group competition?
Gullickson Group top competitors include: Legacy Investment Planning, Insight Wealth Strategies, Lifestages Financial Services, Smith Wealth Management Group TX
What technology does Gullickson Group use?
Some of the popular technologies that Gullickson Group uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Google Font API
How do I contact Gullickson Group?
Gullickson Group contact info: Phone number: (563) 823-1500 Website: www.gullicksongroup.com
What does Gullickson Group do?

Gullickson Group specializes in providing comprehensive financial services including retirement income planning, business succession planning, estate planning strategies, and wealth management. Their goal is to empower clients to make informed decisions that align with their financial goals and secure their future. The firm caters to individuals ap... proaching retirement, business owners, and families looking to manage their legacies. With a focus on strategic planning, they aim to help clients grow, protect, and manage their assets effectively.Read More

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

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