Kock Financial

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

406 Science Dr Ste 300, Madison, Wiscons...

Phone Number

(608) 270-9030

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 Kock Financial

Kock Financial is an independent financial advisory firm that focuses on creating personalized investment plans tailored to meet clients' specific goals. The company emphasizes building trust with clients and maintaining an objective stance without bias towards any particular financial products. They offer a range of services including retirement planning, investment management, estate planning, insurance, and tax advice. Kock Financial primarily serves individuals seeking professional guidance in navigating their financial trajectories and investment choices.Explore more
Kock Financial's Social MediaPopular SearchesKock FinancialKockfinancialKockfinancial.comSIC Code 62,628NAICS Code 52,523Show more

Kock Financial Org Chart

PhoneEmail
WT
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kock Financial

<$5M
1-10
Private
-
-
WT
Whitney TenjumOffice Manager
<$5M
1-10
Private
-
2001
HD
Heather DixonService Manager
<$5M
1-10
Private
-
2013
RG
Richard GingrasCertified Financial Planner & Accredited Investment Fiduciary, Chartered Financial Consultant
<$5M
1-10
Private
-
2001
LB
Lisa BlohmClient Services Specialist
<$5M
1-10
Private
-
1991
LS
Logan SpeicherMarketing Coordinator
<$5M
1-10
Private
-
2002
AP
Amy PabonOffice Manager
<$5M
1-10
Private
-
1994
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Kock Financial Tech Stack

A closer look at the technologies used by Kock Financial

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Frequently Asked Questions Regarding Kock Financial

What is Kock Financial's official website?
Kock Financial's official website is www.kockfinancial.com
What is Kock Financial's Revenue?
Kock Financial's revenue is <$5 Million
What is Kock Financial's SIC code?
Kock Financial's SIC: 62,628
What is Kock Financial's NAICS code?
Kock Financial's NAICS: 52,523
How many employees does Kock Financial have?
Kock Financial has 1-10 employees
What industry does Kock Financial belong to?
Kock Financial is in the industry of: Finance, Securities Trading
What is Kock Financial competition?
Kock Financial top competitors include: Berks Financial, Gingras Financial Services, English Financial Group, Yellowstone Financial Services
What technology does Kock Financial use?
Some of the popular technologies that Kock Financial uses are: DocuSign, Cloudflare Website Optimization, Datadog, Google Tag Manager
How do I contact Kock Financial?
Kock Financial contact info: Phone number: (608) 270-9030 Website: www.kockfinancial.com
What does Kock Financial do?

Kock Financial is an independent financial advisory firm that focuses on creating personalized investment plans tailored to meet clients' specific goals. The company emphasizes building trust with clients and maintaining an objective stance without bias towards any particular financial products. They offer a range of services including retirement p... lanning, investment management, estate planning, insurance, and tax advice. Kock Financial primarily serves individuals seeking professional guidance in navigating their financial trajectories and investment choices.Read More

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

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