Pratt Wealth Management

Finance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

1651 Commerce Dr Ste 100, North Mankato,...

Phone Number

(507) 388-0770

Revenue

<$5 Million

Industry

Finance Securities Trading

About Pratt Wealth Management

Pratt Wealth Management specializes in financial planning, wealth management, retirement planning, and investment management for individuals, families, and businesses. With over three decades of experience, they prioritize personalized services to help clients achieve their financial goals and secure their retirement. The firm is dedicated to providing comprehensive retirement plans, including 401(k) options, to minimize liability for businesses while enhancing outcomes for employees. As an independent firm, Pratt Wealth Management emphasizes a client-first approach, ensuring that each client's unique needs are met.Explore more
Pratt Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Pratt Wealth Management Org Chart

PhoneEmail
DP
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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pratt Wealth Management

<$5M
11-50
Private
-
1990
DP
Darci PrattDirector, Operations
<$5M
1-10
Private
-
2011
TR
Theresa RosenAdvisor Emeritus Client Liaison
<$5M
11-50
Private
-
2014
MH
Meredith HazenFinancial Advisor
<$5M
1-10
Private
-
2019
John Bever, President, At Phase 3 Advisory Services, Ltd at Phase 3 Advisory Services
John BeverPresident, At Phase 3 Advisory Services, Ltd
Illustration of an envelope

Pratt Wealth Management Tech Stack

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Frequently Asked Questions Regarding Pratt Wealth Management

What is Pratt Wealth Management's official website?
Pratt Wealth Management's official website is www.prattwealth.com
What is Pratt Wealth Management's Revenue?
Pratt Wealth Management's revenue is <$5 Million
What is Pratt Wealth Management's SIC code?
Pratt Wealth Management's SIC: 62,628
What is Pratt Wealth Management's NAICS code?
Pratt Wealth Management's NAICS: 52,523
How many employees does Pratt Wealth Management have?
Pratt Wealth Management has 11-50 employees
What industry does Pratt Wealth Management belong to?
Pratt Wealth Management is in the industry of: Finance, Securities Trading
What is Pratt Wealth Management competition?
Pratt Wealth Management top competitors include: Sunrise Wealth Partners, Phase 3 Advisory Services, PlanWise Financial Group
What technology does Pratt Wealth Management use?
Some of the popular technologies that Pratt Wealth Management uses are: HostMonster, Hostgator
How do I contact Pratt Wealth Management?
Pratt Wealth Management contact info: Phone number: (507) 388-0770 Website: www.prattwealth.com
What does Pratt Wealth Management do?

Pratt Wealth Management specializes in financial planning, wealth management, retirement planning, and investment management for individuals, families, and businesses. With over three decades of experience, they prioritize personalized services to help clients achieve their financial goals and secure their retirement. The firm is dedicated to provi... ding comprehensive retirement plans, including 401(k) options, to minimize liability for businesses while enhancing outcomes for employees. As an independent firm, Pratt Wealth Management emphasizes a client-first approach, ensuring that each client's unique needs are met.Read More

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

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