Holton & Kosanke Wealth Management

Finance · Arizona, United States · 11-50 Employees

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Overview

Headquarters

8427 N Mountain Stone Pine Way, Tucson, ...

Phone Number

(520) 638-7788

Revenue

$6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Holton & Kosanke Wealth Management

Holton & Kosanke Wealth Management, LLC specializes in providing comprehensive financial planning services tailored to medical professionals. Their offerings include retirement, estate, investment, insurance, and tax planning, aimed at helping clients achieve financial security. The firm emphasizes long-term client relationships built on trust, honesty, and integrity, ensuring open communication throughout the planning process. With years of experience, they guide clients through life transitions and develop strategies that align with individual goals and risk tolerance.Explore more
Popular SearchesHolton & Kosanke Wealth Management LLCKosanke Wealth Management LLCPeter Kosanke| LLCSIC Code 62,628NAICS Code 52,523Show more

Holton & Kosanke Wealth Management Org Chart

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IH
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Investment Advisor & Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Holton & Kosanke Wealth M...

$6M
11-50
Private
-
2017
IH
Isaac HoltonInvestment Advisor & Representative
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
1-10
Private
-
-
JL
Jack LubeckerPresident and CCO
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
SB
Stephen BonczekFinancial Advisor
<$5M
1-10
Private
-
-
Darren Jurick, Chief Executive Officer & Founder at Jurick Financial Services
Darren JurickCEO & Founder
<$5M
1-10
Private
-
2015
N/A
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Holton & Kosanke Wealth Management Tech Stack

A closer look at the technologies used by Holton & Kosanke Wealth Management

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Frequently Asked Questions Regarding Holton & Kosanke Wealth Management

What is Holton & Kosanke Wealth Management's official website?
Holton & Kosanke Wealth Management's official website is www.hkwealthmanagement.com
What is Holton & Kosanke Wealth Management's Revenue?
Holton & Kosanke Wealth Management's revenue is $6 Million
What is Holton & Kosanke Wealth Management's SIC code?
Holton & Kosanke Wealth Management's SIC: 62,628
What is Holton & Kosanke Wealth Management's NAICS code?
Holton & Kosanke Wealth Management's NAICS: 52,523
How many employees does Holton & Kosanke Wealth Management have?
Holton & Kosanke Wealth Management has 11-50 employees
What industry does Holton & Kosanke Wealth Management belong to?
Holton & Kosanke Wealth Management is in the industry of: Finance, Securities Trading
What is Holton & Kosanke Wealth Management competition?
Holton & Kosanke Wealth Management top competitors include: Vinson Financial Group, Shannon Sottile, Certified Financial, Bonczek Financial, Smith Wealth Management Group TX
What technology does Holton & Kosanke Wealth Management use?
Some of the popular technologies that Holton & Kosanke Wealth Management uses are: Cloudflare Website Optimization, Google Tag Manager, GoDaddy DNS, FMG Suite
How do I contact Holton & Kosanke Wealth Management?
Holton & Kosanke Wealth Management contact info: Phone number: (520) 638-7788 Website: www.hkwealthmanagement.com
What does Holton & Kosanke Wealth Management do?

Holton & Kosanke Wealth Management, LLC specializes in providing comprehensive financial planning services tailored to medical professionals. Their offerings include retirement, estate, investment, insurance, and tax planning, aimed at helping clients achieve financial security. The firm emphasizes long-term client relationships built on trust, hon... esty, and integrity, ensuring open communication throughout the planning process. With years of experience, they guide clients through life transitions and develop strategies that align with individual goals and risk tolerance.Read More

Is Holton & Kosanke Wealth Management a public company?
Holton & Kosanke Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Holton & Kosanke Wealth Management

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