Otium Financial Planners

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

34500 Chardon Rd Ste 3, Willoughby Hills...

Phone Number

(440) 252-2449

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
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1

About Otium Financial Planners

Planning Your Future - It's one of the most important things we can do, but it's also the most overlooked. Here at Otium Financial Planners we'll help you accomplish your future financial goals every step of the way. Don't worry, we've got you. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Otium Financial Planners is not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. ForRead more
Otium Financial Planners's Social MediaPopular SearchesOtium Financial PlannersHoover EnterprisesKip A Hoover EnterprisesKip A Hoover Enterprises LtdOptimum Financial PortfoliosSIC Code 62,628NAICS Code 52,523Show more

Otium Financial Planners Org Chart

PhoneEmail
RK
United States flag for contact location.

Client Relations Associate

PhoneEmail
MM
United States flag for contact location.

Medicare Specialist

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Otium Financial Planners

<$5M
1-10
Private
-
2015
RK
Rose KukulaClient Relations Associate
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
1-10
Private
-
-
JW
John WiegensteinFinancial Advisor
<$5M
1-10
Private
-
-
DL
Davis LongDirector, Financial Planning & Wealth Management
<$5M
1-10
Private
-
2017
VO
Victoria OswaldDirector, Operations & Client Services
<$5M
1-10
Private
-
-
KA
Kelsey AbbottClient Service Specialist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Otium Financial Planners Tech Stack

A closer look at the technologies used by Otium Financial Planners

Top Finance Companies

Frequently Asked Questions Regarding Otium Financial Planners

What is Otium Financial Planners's official website?
Otium Financial Planners's official website is www.otiumfinancialplanners.com
What is Otium Financial Planners's Revenue?
Otium Financial Planners's revenue is <$5 Million
What is Otium Financial Planners's SIC code?
Otium Financial Planners's SIC: 62,628
What is Otium Financial Planners's NAICS code?
Otium Financial Planners's NAICS: 52,523
How many employees does Otium Financial Planners have?
Otium Financial Planners has 1-10 employees
What industry does Otium Financial Planners belong to?
Otium Financial Planners is in the industry of: Finance, Securities Trading
What is Otium Financial Planners competition?
Otium Financial Planners top competitors include: Sterling Total Wealth Solutions, Next Step Wealth Management, Cradlestone Wealth Services, Beacon Financial Partners
What technology does Otium Financial Planners use?
Some of the popular technologies that Otium Financial Planners uses are: Cloudflare Website Optimization, Datadog, Microsoft 365, Google Tag Manager
How do I contact Otium Financial Planners?
Otium Financial Planners contact info: Phone number: (440) 252-2449 Website: www.otiumfinancialplanners.com
What does Otium Financial Planners do?

Planning Your Future - It's one of the most important things we can do, but it's also the most overlooked. Here at Otium Financial Planners we'll help you accomplish your future financial goals every step of the way. Don't worry, we've got you. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment adv... isory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Otium Financial Planners is not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872. www.finra.org and www.sipc.orgRead More

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

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