Ledgevest Financial Group

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

249 N Country Ln Ste 201, Fond du Lac, W...

Phone Number

(920) 581-5700

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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ZI Rank
1
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About Ledgevest Financial Group

Ledgevest Financial Group is a financial services firm based in Fond du Lac, WI, that specializes in helping clients build, manage, preserve, and transition their wealth. They offer a comprehensive range of financial products and services, utilizing a team approach to ensure client success. Their intended clients include individuals seeking financial planning and investment management, particularly those residing in specific states across the U.S. The firm operates in partnership with Wells Fargo Advisors Financial Network, LLC, providing investment and insurance products.Explore more
Popular SearchesLedgevest Financial GroupLedgevestfinancialLedgevest FinancialLedgevestfinancial ComSIC Code 62,628NAICS Code 52,523Show more

Ledgevest Financial Group Org Chart

PhoneEmail
LH
United States flag for contact location.

Registered Client Associate-Partner

PhoneEmail
BJ
United States flag for contact location.

Partner

PhoneEmail
JT
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ledgevest Financial Group

<$5M
1-10
Private
-
-
LH
Lynn HaefsRegistered Client Associate-Partner
$5M
11-50
Private
-
-
KD
Kevin DavieFinancial Advisor & Portfolio Manager
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
-
DD
David DensmorePartner, Senior Financial Advisor
<$5M
1-10
Private
-
2019
PM
Patrick MeyerDirector and Partner, PIM Portfolio Manager
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
2020
SM
Stephanie McClennySenior Registered Client Associate
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Ledgevest Financial Group Tech Stack

A closer look at the technologies used by Ledgevest Financial Group

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Frequently Asked Questions Regarding Ledgevest Financial Group

What is Ledgevest Financial Group's official website?
Ledgevest Financial Group's official website is www.ledgevestfinancial.com
What is Ledgevest Financial Group's Revenue?
Ledgevest Financial Group's revenue is <$5 Million
What is Ledgevest Financial Group's SIC code?
Ledgevest Financial Group's SIC: 62,628
What is Ledgevest Financial Group's NAICS code?
Ledgevest Financial Group's NAICS: 52,523
How many employees does Ledgevest Financial Group have?
Ledgevest Financial Group has 1-10 employees
What industry does Ledgevest Financial Group belong to?
Ledgevest Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Ledgevest Financial Group competition?
Ledgevest Financial Group top competitors include: Wells Fargo Clearing Services, Kline Densmore Wealth Management, SCO Wealth Management, River Hills Wealth Management
What technology does Ledgevest Financial Group use?
Some of the popular technologies that Ledgevest Financial Group uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, Font Awesome
How do I contact Ledgevest Financial Group?
Ledgevest Financial Group contact info: Phone number: (920) 581-5700 Website: www.ledgevestfinancial.com
What does Ledgevest Financial Group do?

Ledgevest Financial Group is a financial services firm based in Fond du Lac, WI, that specializes in helping clients build, manage, preserve, and transition their wealth. They offer a comprehensive range of financial products and services, utilizing a team approach to ensure client success. Their intended clients include individuals seeking financi... al planning and investment management, particularly those residing in specific states across the U.S. The firm operates in partnership with Wells Fargo Advisors Financial Network, LLC, providing investment and insurance products.Read More

Is Ledgevest Financial Group a public company?
Ledgevest Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Ledgevest Financial Group

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