Robertson Ryan Financial Services

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

20975 Swenson Dr Ste 225, Waukesha, Wisc...

Phone Number

(262) 364-5216

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Robertson Ryan Financial Services

Robertson Ryan Financial Services is an independent financial advisory firm specializing in retirement solutions, including 401(k) plans, profit-sharing, and individual retirement accounts. They provide consulting and guidance to both corporations and individuals to help them achieve secure retirement outcomes. Their services include wealth management, investment solutions, and retirement income planning. The firm is committed to understanding client needs to deliver thoughtful and prudent retirement strategies.Explore more
Popular SearchesRobertson Ryan Financial ServicesRobertson Financial Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Robertson Ryan Financial Services Org Chart

PhoneEmail
JH
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Senior Relationship Manager

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Office Manager

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Robertson Ryan Financial ...

<$5M
1-10
Private
-
2001
JH
Jacquie HarveySenior Relationship Manager
<$5M
1-10
Private
-
2020
BS
Barbara SambuchiSenior Private Wealth Associate
<$5M
1-10
Private
-
2006
JC
Joel CraigClient Relationship Manager
<$5M
1-10
Private
-
2015
GD
Gene De KruifManager, Wealth
<$5M
1-10
Private
-
2012
JB
J. BathurstCo-Founder & Chief Technology Officer
<$5M
1-10
Private
-
-
CS
Christina StewartDirector, Growth & Partnerships
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

Robertson Ryan Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Robertson Ryan Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Robertson Ryan Financial Services.

Robertson Ryan Financial Services Tech Stack

A closer look at the technologies used by Robertson Ryan Financial Services

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Frequently Asked Questions Regarding Robertson Ryan Financial Services

What is Robertson Ryan Financial Services's official website?
Robertson Ryan Financial Services's official website is www.robertsonryanfs.com
What is Robertson Ryan Financial Services's Revenue?
Robertson Ryan Financial Services's revenue is <$5 Million
What is Robertson Ryan Financial Services's SIC code?
Robertson Ryan Financial Services's SIC: 62,628
What is Robertson Ryan Financial Services's NAICS code?
Robertson Ryan Financial Services's NAICS: 52,523
How many employees does Robertson Ryan Financial Services have?
Robertson Ryan Financial Services has 1-10 employees
What industry does Robertson Ryan Financial Services belong to?
Robertson Ryan Financial Services is in the industry of: Finance, Securities Trading
What is Robertson Ryan Financial Services competition?
Robertson Ryan Financial Services top competitors include: Integrity Wealth Management, OWL Private Wealth Advisors, Catalyst Retirement Advisors, JLB Wealth Management Group
What technology does Robertson Ryan Financial Services use?
Some of the popular technologies that Robertson Ryan Financial Services uses are: Bitly, Google Font API, Microsoft 365, Google Tag Manager
How do I contact Robertson Ryan Financial Services?
Robertson Ryan Financial Services contact info: Phone number: (262) 364-5216 Website: www.robertsonryanfs.com
What does Robertson Ryan Financial Services do?

Robertson Ryan Financial Services is an independent financial advisory firm specializing in retirement solutions, including 401(k) plans, profit-sharing, and individual retirement accounts. They provide consulting and guidance to both corporations and individuals to help them achieve secure retirement outcomes. Their services include wealth managem... ent, investment solutions, and retirement income planning. The firm is committed to understanding client needs to deliver thoughtful and prudent retirement strategies.Read More

Is Robertson Ryan Financial Services a public company?
Robertson Ryan Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Robertson Ryan Financial Services

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