LIVE Wealth Planners

Insurance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

5100 Thimsen Ave Ste 228, Minnetonka, Mi...

Phone Number

(612) 247-1621

Revenue

<$5 Million

Industry

Insurance Business Services Project Management Human Resources Management Systems (HRMS)
ZI Rank: 1
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ZI Rank
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About LIVE Wealth Planners

LIVE Wealth Planners specializes in providing cost-effective retirement and health care plans, including 401(k), SEP, and SIMPLE plans, as well as group health care offerings. The company aims to support businesses with easy-to-implement plans that enhance employee retention and promote business growth. Their services are tailored for businesses looking to optimize their employee benefits and financial planning. With a focus on delivering value, they are recognized as a leading team in the retirement and health benefits sector.Explore more
LIVE Wealth Planners's Social MediaPopular SearchesLIVE Wealth PlannersLIVE Wealth Planners 5100LIVE Wealth Planners LLCLIVEWealthPlannersSIC Code 64,641NAICS Code 52,524Show more

LIVE Wealth Planners Org Chart

PhoneEmail
CP
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Chief Executive Officer and Wealth Manager

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CL
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LIVE Wealth Planners

<$5M
11-50
Private
-
-
CP
Christine PetersonCEO and Wealth Manager
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
1-10
Private
-
2000
MM
Margaret McNinchOperations Coordinator
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
-
1993
EM
Elizabeth McClellanManager, Client Communications
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
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Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

LIVE Wealth Planners is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

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

LIVE Wealth Planners Tech Stack

A closer look at the technologies used by LIVE Wealth Planners

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Frequently Asked Questions Regarding LIVE Wealth Planners

What is LIVE Wealth Planners's official website?
LIVE Wealth Planners's official website is www.livewealthplanners.com
What is LIVE Wealth Planners's Revenue?
LIVE Wealth Planners's revenue is <$5 Million
What is LIVE Wealth Planners's SIC code?
LIVE Wealth Planners's SIC: 64,641
What is LIVE Wealth Planners's NAICS code?
LIVE Wealth Planners's NAICS: 52,524
How many employees does LIVE Wealth Planners have?
LIVE Wealth Planners has 11-50 employees
What industry does LIVE Wealth Planners belong to?
LIVE Wealth Planners is in the industry of: Insurance, Business Services, Project Management
What is LIVE Wealth Planners competition?
LIVE Wealth Planners top competitors include: Holliger Financial Consultants, Casco Bay Wealth Advisors, VISTA Wealth Strategies, Investment Services Group
What technology does LIVE Wealth Planners use?
Some of the popular technologies that LIVE Wealth Planners uses are: GoCentral, Brightcove, Google Font API, YouTube
How do I contact LIVE Wealth Planners?
LIVE Wealth Planners contact info: Phone number: (612) 247-1621 Website: www.livewealthplanners.com
What does LIVE Wealth Planners do?

LIVE Wealth Planners specializes in providing cost-effective retirement and health care plans, including 401(k), SEP, and SIMPLE plans, as well as group health care offerings. The company aims to support businesses with easy-to-implement plans that enhance employee retention and promote business growth. Their services are tailored for businesses lo... oking to optimize their employee benefits and financial planning. With a focus on delivering value, they are recognized as a leading team in the retirement and health benefits sector.Read More

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

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