Interstate Wealth

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

4535 Mormon Coulee Rd Ste 2, La Crosse, ...

Phone Number

(608) 790-9925

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Interstate Wealth

Interstate Wealth is a Wisconsin-based registered investment advisor that specializes in financial planning, retirement planning, education planning, and wealth management. The firm is dedicated to providing personalized financial services to clients, helping them achieve financial stability, security, and independence. With a focus on understanding each client's unique needs, Interstate Wealth offers a range of services including retirement rollovers, insurance planning, and investment products. Their target clients include individuals seeking comprehensive financial guidance to navigate their financial futures effectively.Explore more
Interstate Wealth's Social MediaPopular SearchesInterstate Wealth LLCSIC Code 62,628NAICS Code 52,523Show more

Interstate Wealth Org Chart

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EM
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Interstate Wealth

<$5M
1-10
Private
-
-
EM
Edward MatsushimaFinancial Consultant
<$5M
1-10
Private
-
2018
PL
Peter LeeCEO & Senior Wealth Advisor
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
Private
-
-
BD
Brandon DillardFounder & President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Interstate Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Interstate Wealth Tech Stack

A closer look at the technologies used by Interstate Wealth

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Frequently Asked Questions Regarding Interstate Wealth

What is Interstate Wealth's official website?
Interstate Wealth's official website is www.interstatewealth.com
What is Interstate Wealth's Revenue?
Interstate Wealth's revenue is <$5 Million
What is Interstate Wealth's SIC code?
Interstate Wealth's SIC: 62,628
What is Interstate Wealth's NAICS code?
Interstate Wealth's NAICS: 52,523
How many employees does Interstate Wealth have?
Interstate Wealth has 1-10 employees
What industry does Interstate Wealth belong to?
Interstate Wealth is in the industry of: Finance, Securities Trading
What is Interstate Wealth competition?
Interstate Wealth top competitors include: Cornerstone Retirement Group, Dillard Financial Group, Copper Canyon Wealth Management, Inflection Wealth Management
What technology does Interstate Wealth use?
Some of the popular technologies that Interstate Wealth uses are: Microsoft 365, GoDaddy DNS, GoDaddy SSL Certificates, GoDaddy Web Hosting
How do I contact Interstate Wealth?
Interstate Wealth contact info: Phone number: (608) 790-9925 Website: www.interstatewealth.com
What does Interstate Wealth do?

Interstate Wealth is a Wisconsin-based registered investment advisor that specializes in financial planning, retirement planning, education planning, and wealth management. The firm is dedicated to providing personalized financial services to clients, helping them achieve financial stability, security, and independence. With a focus on understandin... g each client's unique needs, Interstate Wealth offers a range of services including retirement rollovers, insurance planning, and investment products. Their target clients include individuals seeking comprehensive financial guidance to navigate their financial futures effectively.Read More

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

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