Nexstep Financial Group

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

1540 W Main Ave Ste A, De Pere, Wisconsi...

Phone Number

(920) 347-5060

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Nexstep Financial Group

Nexstep Financial Group, LLC is a full-service wealth management firm dedicated to providing financial strategies tailored to the needs of individuals, families, and businesses. They offer a comprehensive range of services including financial planning, wealth management, estate planning strategies, and risk management. The firm emphasizes a collaborative approach, working closely with clients to design personalized financial strategies that align with their goals and visions for the future. Their team of experienced financial professionals is committed to helping clients navigate their financial journeys and achieve their desired outcomes.Explore more
Popular SearchesNexstep Financial Group LLCAXA AdvisorsNexstep Investment Group LLCllcNEXSTEP INVESTMENT GROUP LLCSIC Code 62,628NAICS Code 52,523Show more

Nexstep Financial Group Org Chart

PhoneEmail
MC
United States flag for contact location.

Director, Client Services

PhoneEmail
AW
United States flag for contact location.

Director, Client Relations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Nexstep Financial Group

<$5M
1-10
Private
-
2010
MC
Margaret CurreyDirector, Client Services
<$5M
1-10
Private
-
2005
LB
Linette BastidasRegistered Sales Assistant
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
CB
Cuinn BurkeRegistered Sales Assistant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
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-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Nexstep Financial Group Tech Stack

A closer look at the technologies used by Nexstep Financial Group

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Frequently Asked Questions Regarding Nexstep Financial Group

What is Nexstep Financial Group's official website?
Nexstep Financial Group's official website is www.nexstepteam.com
What is Nexstep Financial Group's Revenue?
Nexstep Financial Group's revenue is <$5 Million
What is Nexstep Financial Group's SIC code?
Nexstep Financial Group's SIC: 62,628
What is Nexstep Financial Group's NAICS code?
Nexstep Financial Group's NAICS: 52,523
How many employees does Nexstep Financial Group have?
Nexstep Financial Group has 1-10 employees
What industry does Nexstep Financial Group belong to?
Nexstep Financial Group is in the industry of: Finance, Securities Trading
What is Nexstep Financial Group competition?
Nexstep Financial Group top competitors include: The Sterling Group of Tampa Bay, briandavisadvisor.com, peachstateadvisors.com, Ronald Molles, Equitable Advisors
What technology does Nexstep Financial Group use?
Some of the popular technologies that Nexstep Financial Group uses are: DocuSign, Cloudflare Website Optimization, Bitly, Neustar UltraDNS
How do I contact Nexstep Financial Group?
Nexstep Financial Group contact info: Phone number: (920) 347-5060 Website: www.nexstepteam.com
What does Nexstep Financial Group do?

Nexstep Financial Group, LLC is a full-service wealth management firm dedicated to providing financial strategies tailored to the needs of individuals, families, and businesses. They offer a comprehensive range of services including financial planning, wealth management, estate planning strategies, and risk management. The firm emphasizes a collabo... rative approach, working closely with clients to design personalized financial strategies that align with their goals and visions for the future. Their team of experienced financial professionals is committed to helping clients navigate their financial journeys and achieve their desired outcomes.Read More

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

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