lfa-wisoutheast.com

Finance · Wisconsin, United States · 501-1,000 Employees

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Overview

Headquarters

20800 Swenson Dr, Waukesha, Wisconsin, 5...

Phone Number

(262) 717-9444

Revenue

$41.6 Million

Industry

Finance Securities Trading

About lfa-wisoutheast.com

Osaic Wealth, Inc. is a full-service financial firm located in Madison, Wisconsin, dedicated to helping individuals and business owners pursue their financial goals. They offer a wide range of financial products and services, including retirement planning, investment management, estate planning, insurance, and tax services. The firm emphasizes a personalized approach to financial planning, focusing on clients' needs, wants, and long-term goals. With a team of specialists, Osaic Wealth aims to simplify the complexities of financial management for their clients.Explore more
lfa-wisoutheast.com's Social MediaSIC Code 62,628NAICS Code 52,523Show more

lfa-wisoutheast.com Org Chart

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Director, Operations

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Compare Similar Companies to lfa-wisoutheast.com

Compare insights from companies similar to lfa-wisoutheast.com, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

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Top Executive

lfa-wisoutheast.com

$41.6M
501-1,000
Private
-
-
BS
Brian StickneyDirector, Operations
$209.8M
501-1,000
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2018
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Robert AyresMarket Vice President
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201-500
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Denise MoyleFinancial Controller
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1999
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Logan GrayFinancial Planning Intern
$35.7M
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2003
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Sandra SteffeneyVice President
$17.3M
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1982
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Douglas MarlowPresident & Partner
$15.4M
201-500
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1995
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Daniel MahoneySenior Vice President
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lfa-wisoutheast.com Tech Stack

A closer look at the technologies used by lfa-wisoutheast.com

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Frequently Asked Questions Regarding lfa-wisoutheast.com

What is lfa-wisoutheast.com's official website?
lfa-wisoutheast.com's official website is www.lfa-wisoutheast.com
What is lfa-wisoutheast.com's Revenue?
lfa-wisoutheast.com's revenue is $41.6 Million
What is lfa-wisoutheast.com's SIC code?
lfa-wisoutheast.com's SIC: 62,628
What is lfa-wisoutheast.com's NAICS code?
lfa-wisoutheast.com's NAICS: 52,523
How many employees does lfa-wisoutheast.com have?
lfa-wisoutheast.com has 501-1,000 employees
What industry does lfa-wisoutheast.com belong to?
lfa-wisoutheast.com is in the industry of: Finance, Securities Trading
What is lfa-wisoutheast.com competition?
lfa-wisoutheast.com top competitors include: 360 Financial, The Capital Group, Central Financial Group, Abel Financial Strategies
What technology does lfa-wisoutheast.com use?
Some of the popular technologies that lfa-wisoutheast.com uses are: Cloudflare Website Optimization, Enom DNS Hosting, Datadog, Google Font API
How do I contact lfa-wisoutheast.com?
lfa-wisoutheast.com contact info: Phone number: (262) 717-9444 Website: www.lfa-wisoutheast.com
What does lfa-wisoutheast.com do?

Osaic Wealth, Inc. is a full-service financial firm located in Madison, Wisconsin, dedicated to helping individuals and business owners pursue their financial goals. They offer a wide range of financial products and services, including retirement planning, investment management, estate planning, insurance, and tax services. The firm emphasizes a pe... rsonalized approach to financial planning, focusing on clients' needs, wants, and long-term goals. With a team of specialists, Osaic Wealth aims to simplify the complexities of financial management for their clients.Read More

What are lfa-wisoutheast.com social media links?
lfa-wisoutheast.com Linkedin page
Is lfa-wisoutheast.com a public company?
lfa-wisoutheast.com is private company therefore does not currently have an official ticker symbol
See more information about lfa-wisoutheast.com

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