Plexus Financial Services

Finance · Oklahoma, United States · 11-50 Employees

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Overview

Headquarters

2601 N West Expy Ste 1000E, Oklahoma Cit...

Phone Number

(972) 770-5010

Revenue

<$5 Million

Industry

Finance Securities Trading

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's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Plexus Financial Services Org Chart

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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Plexus Financial Services

<$5M
11-50
Private
-
2006
CD
Christopher DuCharmeChief Compliance Officer
$62.3M
11-50
Private
<$5M
1996
Angela Vlach, Chief Executive Officer & President at Financial Advocates
Angela VlachCEO & President
$13.5M
11-50
Private
<$5M
1996
DC
Diana CinciripinoDivision Vice President, Employee Benefits
$9.5M
11-50
Private
<$5M
2004
JC
J. CollinsPartner & CEO
$7.5M
11-50
Private
-
1966
DJ
Donna JoinerManager, Investment Operations
<$5M
11-50
Private
-
2004
JK
Jennifer KiffmeyerChief Operating Officer
<$5M
1-10
Private
<$5M
2011
BW
Brodie WoodDirector of Pooled Employer Plans
Illustration of an envelope

Plexus Financial Services Tech Stack

A closer look at the technologies used by Plexus Financial Services

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Frequently Asked Questions Regarding Plexus Financial Services

What is Plexus Financial Services's official website?
Plexus Financial Services's official website is www.plexusfs.com
What is Plexus Financial Services's Revenue?
Plexus Financial Services's revenue is <$5 Million
What is Plexus Financial Services's SIC code?
Plexus Financial Services's SIC: 62,628
What is Plexus Financial Services's NAICS code?
Plexus Financial Services's NAICS: 52,523
How many employees does Plexus Financial Services have?
Plexus Financial Services has 11-50 employees
What industry does Plexus Financial Services belong to?
Plexus Financial Services is in the industry of: Finance, Securities Trading
What is Plexus Financial Services competition?
Plexus Financial Services top competitors include: PlanPILOT, Financial Advocates, MBM Advisors, The Beacon Group of Companies
What technology does Plexus Financial Services use?
Some of the popular technologies that Plexus Financial Services uses are: Cloudflare Website Optimization, DoubleClick, Google Universal Analytics, AppRiver
How do I contact Plexus Financial Services?
Plexus Financial Services contact info: Phone number: (972) 770-5010 Website: www.plexusfs.com
What does Plexus Financial Services do?

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.Read More

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

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