ProWealth Financial

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

101 Broadway St W Ste 103, Maple Grove, ...

Phone Number

(763) 299-9400

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About ProWealth Financial

ProWealth Financial is a wealth management firm that provides tailored financial strategies and services to individuals, business owners, pre-retirees, retirees, athletes, and coaches. Their comprehensive offerings include investment management, retirement planning, estate planning, risk management, tax planning, and education planning. The firm emphasizes a personalized approach to help clients achieve financial freedom and confidence in their retirement. ProWealth Financial also supports advisors looking to grow their business by empowering them to meet clients' unique needs.Explore more
ProWealth Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

ProWealth Financial Org Chart

PhoneEmail
SD
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Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ProWealth Financial

<$5M
1-10
Private
-
2015
SD
Sreenivas DevasaniManaging Director
<$5M
11-50
Private
-
2014
Ryan Kus, President & Financial Crpc Planner at Horizon Advisers
Ryan KusPresident & Financial Crpc Planner
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
2015
DL
Diana LeDirector, Client Relations
<$5M
1-10
Private
-
2006
MB
Makayla BurksClient Service Administrator
Illustration of an envelope

ProWealth Financial Tech Stack

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Frequently Asked Questions Regarding ProWealth Financial

What is ProWealth Financial's official website?
ProWealth Financial's official website is www.prowealthfin.com
What is ProWealth Financial's Revenue?
ProWealth Financial's revenue is <$5 Million
What is ProWealth Financial's SIC code?
ProWealth Financial's SIC: 62,628
What is ProWealth Financial's NAICS code?
ProWealth Financial's NAICS: 52,523
How many employees does ProWealth Financial have?
ProWealth Financial has 1-10 employees
What industry does ProWealth Financial belong to?
ProWealth Financial is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is ProWealth Financial competition?
ProWealth Financial top competitors include: Rogers Financial Group, EldenStreet Financial, Great Lakes Wealth Advisors, Horizon Advisers
What technology does ProWealth Financial use?
Some of the popular technologies that ProWealth Financial uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Font API
How do I contact ProWealth Financial?
ProWealth Financial contact info: Phone number: (763) 299-9400 Website: www.prowealthfin.com
What does ProWealth Financial do?

ProWealth Financial is a wealth management firm that provides tailored financial strategies and services to individuals, business owners, pre-retirees, retirees, athletes, and coaches. Their comprehensive offerings include investment management, retirement planning, estate planning, risk management, tax planning, and education planning. The firm em... phasizes a personalized approach to help clients achieve financial freedom and confidence in their retirement. ProWealth Financial also supports advisors looking to grow their business by empowering them to meet clients' unique needs.Read More

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

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