Independence Financial

Q: What is Independence Financial's official website?

Independence Financial's official website is www.independencefinancialllc.com

Q: What is Independence Financial's Revenue?

Independence Financial's revenue is <$5 Million

Q: What is Independence Financial's SIC code?

Independence Financial's SIC: 62,628

Q: What is Independence Financial's NAICS code?

Independence Financial's NAICS: 52,523

Q: How many employees does Independence Financial have?

Independence Financial has 1-10 employees

Q: What industry does Independence Financial belong to?

Independence Financial is in the industry of: Finance , Insurance , Securities Trading

Q: What is Independence Financial competition?

Independence Financial top competitors include: Ferguson Private Wealth Management , Goldfinch Financial , Mastey Financial Group , Strategic Financial Concepts

Q: What technology does Independence Financial use?

Some of the popular technologies that Independence Financial uses are: Cloudflare Website Optimization, Proofpoint, Arbor, Datadog

Q: How do I contact Independence Financial?

Independence Financial contact info: Phone number: (920) 236-6587 Website: www.independencefinancialllc.com

Q: What does Independence Financial do?

Independence Financial LLC offers a range of financial services including retirement planning, investment management, estate planning, and insurance solutions. They utilize tools like Asset-Map and 1View to provide clients with a comprehensive view of their financial information. The firm serves individuals and businesses seeking to achieve financi... al independence and effective asset management. As a founding member of Client Advocacy Partners, they collaborate with other advisors to oversee significant client assets. Read More

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

1488 W South Park Ave, Oshkosh, Wisconsi...

Phone Number

(920) 236-6587

Website

www.independencefinancialllc.com

Revenue

<$5 Million

Industry

Finance

Insurance

Securities Trading

About Independence Financial

Independence Financial LLC offers a range of financial services including retirement planning, investment management, estate planning, and insurance solutions. They utilize tools like Asset-Map and 1View to provide clients with a comprehensive view of their financial information. The firm serves individuals and businesses seeking to achieve financial independence and effective asset management. As a founding member of Client Advocacy Partners, they collaborate with other advisors to oversee significant client assets.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Independence Financial Org Chart

Phone

Kimberly Fenske

Director, Client Services

Phone

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Elizabeth Burkhalte...

Client Service Administrator

Phone

Advisor

Phone

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Independence Financial

<$5M

1-10

Private

1932

Kimberly FenskeDirector, Client Services

Strategic Financial Conce...

$5.9M

11-50

Private

2008

Tawnya OstigaardBusiness Operations Specialist

Goldfinch Financial

$5.2M

11-50

Private

<$5M

2014

Kenneth AndingBusiness Development Manager

Mastey Financial Group

<$5M

11-50

Private

<$5M

2011

April MasteyPresident & Lpl Financial Advisor

Ferguson Private Wealth M...

<$5M

1-10

Private

2010

Dreva EsparzaDirector, Client Operations

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Independence Financial Tech Stack

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Cloudflare Website Optimization

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Frequently Asked Questions Regarding Independence Financial

What is Independence Financial's official website?

Independence Financial's official website is www.independencefinancialllc.com

What is Independence Financial's Revenue?

Independence Financial's revenue is <$5 Million

What is Independence Financial's SIC code?

Independence Financial's SIC: 62,628

What is Independence Financial's NAICS code?

Independence Financial's NAICS: 52,523

How many employees does Independence Financial have?

Independence Financial has 1-10 employees

What industry does Independence Financial belong to?

Independence Financial is in the industry of: Finance, Insurance, Securities Trading

What is Independence Financial competition?

Independence Financial top competitors include: Ferguson Private Wealth Management, Goldfinch Financial, Mastey Financial Group, Strategic Financial Concepts

What technology does Independence Financial use?

Some of the popular technologies that Independence Financial uses are: Cloudflare Website Optimization, Proofpoint, Arbor, Datadog

How do I contact Independence Financial?

Independence Financial contact info: Phone number: (920) 236-6587 Website: www.independencefinancialllc.com

What does Independence Financial do?

What are Independence Financial social media links?

Independence Financial Linkedin page Independence Financial Twitter page Independence Financial Facebook page

Is Independence Financial a public company?

Independence Financial is private company therefore does not currently have an official ticker symbol

See more information about Independence Financial

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