Pathfinder Wealth Advisors

Finance · Nebraska, United States · 11-50 Employees

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Overview

Headquarters

105 S Washington St, Papillion, Nebraska...

Phone Number

(402) 934-2990

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
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About Pathfinder Wealth Advisors

Pathfinder Wealth Advisors offers customized financial planning and wealth management services designed to help clients achieve their financial goals. The firm consists of a team of eight experienced financial advisors who provide personalized attention and reliable guidance across various financial strategies, including retirement planning, investments, risk management, taxation planning, estate planning, and business planning. Their services are tailored to meet the specific needs of individuals and businesses, ensuring a comprehensive approach to financial management. With a commitment to teamwork and client satisfaction, Pathfinder Wealth Advisors aims to simplify the financial planning process for their clients.Explore more
Pathfinder Wealth Advisors's Social MediaPopular SearchesPathfinder Wealth Advisors LLCWealth Pathfinders LLCPease DavidWealth PathfinderPathfinder Advisers LLCSIC Code 62,628NAICS Code 52,523Show more

Pathfinder Wealth Advisors Org Chart

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Office Manager, Nebraska City Office

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Office Manager

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Lead Project Coordinator

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Project Coordinator

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Financial Service Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pathfinder Wealth Advisor...

<$5M
11-50
Private
-
2007
CV
Christiane VaverekOffice Manager, Nebraska City Office
<$5M
1-10
Private
-
2008
David Leuschen, President & Managing Partner at Retirement & Estate Investment Services
David LeuschenPresident & Managing Partner
<$5M
1-10
Private
-
2018
N/A
<$5M
1-10
Private
-
2018
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2012
AP
Angela PetersDirector, Marketing
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Pathfinder Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Pathfinder Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Pathfinder Wealth Advisors.

Pathfinder Wealth Advisors Tech Stack

A closer look at the technologies used by Pathfinder Wealth Advisors

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Frequently Asked Questions Regarding Pathfinder Wealth Advisors

What is Pathfinder Wealth Advisors's official website?
Pathfinder Wealth Advisors's official website is www.pathfinderadv.com
What is Pathfinder Wealth Advisors's Revenue?
Pathfinder Wealth Advisors's revenue is <$5 Million
What is Pathfinder Wealth Advisors's SIC code?
Pathfinder Wealth Advisors's SIC: 62,628
What is Pathfinder Wealth Advisors's NAICS code?
Pathfinder Wealth Advisors's NAICS: 52,523
How many employees does Pathfinder Wealth Advisors have?
Pathfinder Wealth Advisors has 11-50 employees
What industry does Pathfinder Wealth Advisors belong to?
Pathfinder Wealth Advisors is in the industry of: Finance, Securities Trading
What is Pathfinder Wealth Advisors competition?
Pathfinder Wealth Advisors top competitors include: Huard Financial Group, Commonwealth Financial Network, Somerset Hills Wealth Management, JP Wealth Advisors
What technology does Pathfinder Wealth Advisors use?
Some of the popular technologies that Pathfinder Wealth Advisors uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact Pathfinder Wealth Advisors?
Pathfinder Wealth Advisors contact info: Phone number: (402) 934-2990 Website: www.pathfinderadv.com
What does Pathfinder Wealth Advisors do?

Pathfinder Wealth Advisors offers customized financial planning and wealth management services designed to help clients achieve their financial goals. The firm consists of a team of eight experienced financial advisors who provide personalized attention and reliable guidance across various financial strategies, including retirement planning, invest... ments, risk management, taxation planning, estate planning, and business planning. Their services are tailored to meet the specific needs of individuals and businesses, ensuring a comprehensive approach to financial management. With a commitment to teamwork and client satisfaction, Pathfinder Wealth Advisors aims to simplify the financial planning process for their clients.Read More

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

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