NMS Wealth Management

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

8383 Mentor Ave, Mentor, Ohio, 44060, Un...

Phone Number

(440) 510-1901

Revenue

$10.5 Million

Industry

Finance Securities Trading

About NMS Wealth Management

Lakeridge Wealth Management specializes in personalized wealth, retirement, and investment planning services across the United States, with locations in New Mexico, Colorado, and Ohio. They cater to a diverse clientele, including first-time investors, wealth-builders, and retirement-seekers, providing tailored financial strategies that adapt to individual life changes. Their services encompass estate planning, insurance, investment management, and financial resources for specific professions such as doctors and business owners. The firm emphasizes building long-term relationships through open communication and a commitment to understanding clients' unique financial situations and goals.Explore more
NMS Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

NMS Wealth Management Org Chart

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BD
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Director, Wealth Management

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JD
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

NMS Wealth Management

$10.5M
11-50
Private
<$5M
1994
BD
Brian DistlerDirector, Wealth Management
<$5M
1-10
Private
-
2013
CB
Callie BachmanFinancial Advisor
<$5M
1-10
Private
-
1983
DM
Dina McDermottChief Operating Officer
Illustration of an envelope

NMS Wealth Management Tech Stack

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Frequently Asked Questions Regarding NMS Wealth Management

What is NMS Wealth Management's official website?
NMS Wealth Management's official website is www.nmswealthmanagement.com
What is NMS Wealth Management's Revenue?
NMS Wealth Management's revenue is $10.5 Million
What is NMS Wealth Management's SIC code?
NMS Wealth Management's SIC: 62,628
What is NMS Wealth Management's NAICS code?
NMS Wealth Management's NAICS: 52,523
How many employees does NMS Wealth Management have?
NMS Wealth Management has 11-50 employees
What industry does NMS Wealth Management belong to?
NMS Wealth Management is in the industry of: Finance, Securities Trading
What is NMS Wealth Management competition?
NMS Wealth Management top competitors include: Houser Financial Group, Guide Financial Group
What technology does NMS Wealth Management use?
Some of the popular technologies that NMS Wealth Management uses are: Drupal, reCAPTCHA, Google Universal Analytics, Drupal 8
How do I contact NMS Wealth Management?
NMS Wealth Management contact info: Phone number: (440) 510-1901 Website: www.nmswealthmanagement.com
What does NMS Wealth Management do?

Lakeridge Wealth Management specializes in personalized wealth, retirement, and investment planning services across the United States, with locations in New Mexico, Colorado, and Ohio. They cater to a diverse clientele, including first-time investors, wealth-builders, and retirement-seekers, providing tailored financial strategies that adapt to ind... ividual life changes. Their services encompass estate planning, insurance, investment management, and financial resources for specific professions such as doctors and business owners. The firm emphasizes building long-term relationships through open communication and a commitment to understanding clients' unique financial situations and goals.Read More

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

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