Paulseen Financial Group

Finance · Kansas, United States · 11-50 Employees

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Overview

Headquarters

3411 N Webb Rd, Wichita, Kansas, 67226, ...

Phone Number

(316) 685-9600

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Paulseen Financial Group

Paulseen Financial Group, based in Wichita, KS, specializes in estate and transition planning services. Founded in 1972, the firm offers financial advisory services and insurance products through licensed agents affiliated with New York Life Insurance Company. Their target clients include individuals residing in various states, primarily focusing on Kansas and surrounding areas. The company emphasizes personalized planning to help clients define their legacy and achieve their financial goals.Explore more
Popular SearchesPaulseen Financial GroupPaulseen FinancialPaulseen Financial Group LLCPaulseen Financial Group3411 NSIC Code 62,628NAICS Code 52,523Show more

Paulseen Financial Group Org Chart

PhoneEmail
SL
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Director, Underwriting

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MW
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Director, Client Support Services

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RP
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Paulseen Financial Group

<$5M
11-50
Private
-
2016
SL
Sherry LooneyDirector, Underwriting
$6.9M
11-50
Private
-
2004
CB
Cheryl BirkelandRegistered Service Assistant
<$5M
1-10
Private
-
2013
BS
Brian ShayChief Operations Officer
<$5M
1-10
Private
-
1992
ES
Emily SchmitzManager, Operations
<$5M
1-10
Private
-
2001
SJ
Sandy JonesChief Operating Officer & Planning
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Paulseen Financial Group Tech Stack

A closer look at the technologies used by Paulseen Financial Group

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Frequently Asked Questions Regarding Paulseen Financial Group

What is Paulseen Financial Group's official website?
Paulseen Financial Group's official website is www.paulseenfinancialgroup.com
What is Paulseen Financial Group's Revenue?
Paulseen Financial Group's revenue is <$5 Million
What is Paulseen Financial Group's SIC code?
Paulseen Financial Group's SIC: 62,628
What is Paulseen Financial Group's NAICS code?
Paulseen Financial Group's NAICS: 52,523
How many employees does Paulseen Financial Group have?
Paulseen Financial Group has 11-50 employees
What industry does Paulseen Financial Group belong to?
Paulseen Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Paulseen Financial Group competition?
Paulseen Financial Group top competitors include: Enna and Associates, PATH Financial Strategies, Magness Financial Group, Artisan Financial Strategies
What technology does Paulseen Financial Group use?
Some of the popular technologies that Paulseen Financial Group uses are: MailChimp, Microsoft Azure, YouTube, Neustar UltraDNS
How do I contact Paulseen Financial Group?
Paulseen Financial Group contact info: Phone number: (316) 685-9600 Website: www.paulseenfinancialgroup.com
What does Paulseen Financial Group do?

Paulseen Financial Group, based in Wichita, KS, specializes in estate and transition planning services. Founded in 1972, the firm offers financial advisory services and insurance products through licensed agents affiliated with New York Life Insurance Company. Their target clients include individuals residing in various states, primarily focusing o... n Kansas and surrounding areas. The company emphasizes personalized planning to help clients define their legacy and achieve their financial goals.Read More

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

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