Plexus Financial Services
Finance · Oklahoma, United States · 11-50 Employees
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Overview
Headquarters
2601 Nw Expy Ste 1000E, Oklahoma City, O...Phone Number
(972) 770-5010Website
www.plexusfs.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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Feb
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May
ZI Rank
1
1
1
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1
About Plexus Financial Services
Plexus Financial Services, LLC specializes in corporate retirement plan advisory services, including various retirement plans such as 401(k) and 403(b). The firm acts as 3(21) investment co-fiduciaries, focusing on the best interests of retirement plan participants while mitigating fiduciary risks for corporate plan sponsors. They develop tailored plan objectives and implement best-in-class solutions to help clients maximize their retirement savings. Plexus Financial Services is dedicated solely to corporate retirement planning, ensuring that employers and employees can enjoy a secure post-work life.Explore more
Plexus Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Plexus Financial Services
<$5M
11-50
Private
-
2006
KH
Keith HamannVice President, Relationship Management
$13.5M
11-50
Private
<$5M
1996
KW
Kelli WoodVice President- Commercial Insurance Division At The Beacon Group of Companies
Company Profile Activity
Activity Insights
Plexus Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Plexus Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Plexus Financial Services.
Plexus Financial Services Tech Stack
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Frequently Asked Questions Regarding Plexus Financial Services
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Plexus Financial Services, LLC specializes in corporate retirement plan advisory services, including various retirement plans such as 401(k) and 403(b). The firm acts as 3(21) investment co-fiduciaries, focusing on the best interests of retirement plan participants while mitigating fiduciary risks for corporate plan sponsors. They develop tailored... Read More
