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 Securities Trading Lending & Brokerage

About Paulseen Financial Group

Aeramy Porter provides tailored wealth advisory solutions focused on protection, accumulation, and distribution planning. The firm specializes in guiding clients through complex financial situations, including managing variable income and sophisticated tax considerations. With a commitment to personalized service, they develop unique financial strategies that align with clients' values and goals. Their holistic approach emphasizes clear communication and proactive guidance, ensuring clients feel confident in their financial decisions.Explore more
SIC 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
<$5M
1-10
Private
-
2013
<$5M
1-10
Private
-
1992
ES
Emily SchmitzManager, Operations
<$5M
1-10
Private
-
-
GD
Gary DuffeyMSFS Analyst
<$5M
1-10
Private
-
-
TN
Thomas NelsonFinancial Advisor
<$5M
1-10
Private
-
2001
SJ
Sandy JonesChief Operating Officer
Illustration of an envelope

Paulseen Financial Group Tech Stack

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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, Securities Trading, Lending & Brokerage
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?

Aeramy Porter provides tailored wealth advisory solutions focused on protection, accumulation, and distribution planning. The firm specializes in guiding clients through complex financial situations, including managing variable income and sophisticated tax considerations. With a commitment to personalized service, they develop unique financial stra... tegies that align with clients' values and goals. Their holistic approach emphasizes clear communication and proactive guidance, ensuring clients feel confident in their financial decisions.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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