Rohlik Financial Group
Finance · Minnesota, United States · 1-10 Employees
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Overview
Headquarters
6424 W Lake St Ste 200, Minneapolis, Min...Phone Number
(612) 353-6932Website
www.rohlikfinancialgroup.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
1
1
2
About Rohlik Financial Group
Rohlik Financial Group, founded in 2009, is an independent firm specializing in holistic financial planning and wealth management. The firm emphasizes a family-oriented approach, fostering long-term relationships with clients to address their unique financial needs at every stage of their journey. With a cohesive team of experienced professionals, they provide tailored strategies and comprehensive support to help clients achieve their financial goals. Integrity is a core value that underpins their commitment to client service.Explore more
Rohlik Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Rohlik Financial Group
<$5M
1-10
Private
<$5M
2009
RS
Rachel StonebergVice President, Retirement Plan Services
<$5M
1-10
Private
-
2001
CW
Clayton WinklerCertified Financial Certified Plan Fiduciary Planner & Advisor & Owner
Company Profile Activity
Activity Insights
Rohlik Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Rohlik Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Rohlik Financial Group.
Rohlik Financial Group financials insights
Gather financial insights about Rohlik Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
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Rohlik Financial Group, founded in 2009, is an independent firm specializing in holistic financial planning and wealth management. The firm emphasizes a family-oriented approach, fostering long-term relationships with clients to address their unique financial needs at every stage of their journey. With a cohesive team of experienced professionals,... Read More
