R&R Wealth Management

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

N14W23900 Stone Ridge Dr, Waukesha, Wisc...

Phone Number

(262) 696-5167

Revenue

$5.6 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage

About R&R Wealth Management

R&R Wealth Management is a financial planning and retirement services firm based in Waukesha, WI, offering a comprehensive range of services including investment portfolio design, social security planning, and estate strategies. They cater to high net worth individuals, businesses, and nonprofits, providing tailored solutions for complex financial needs. Their services also encompass employer-sponsored retirement plans and personal insurance, ensuring a holistic approach to financial well-being. The firm emphasizes intentional living and purposeful planning to help clients achieve their financial goals.Explore more
R&R Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

R&R Wealth Management Org Chart

PhoneEmail
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Vice President, Wealth Management

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TD
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Vice President, Retirement Plan Services & Se...

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Retirement Plans Relationship Manager

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Compare Similar Companies to R&R Wealth Management

Compare insights from companies similar to R&R Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

R&R Wealth Management

$5.6M
11-50
Private
-
2009
RH
Robert HoltonVice President, Wealth Management
<$5M
1-10
Private
-
2002
JE
Jenny EpleyOffice Administrative Manager
<$5M
1-10
Private
-
1953
LW
Lisa WirfelManager, Investment Services Operations
<$5M
1-10
Private
-
-
MA
Mary ArkinsClient Operations Associate
Illustration of an envelope

R&R Wealth Management Tech Stack

A closer look at the technologies used by R&R Wealth Management

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Frequently Asked Questions Regarding R&R Wealth Management

What is R&R Wealth Management's official website?
R&R Wealth Management's official website is www.myknowledgeadvisor.com
What is R&R Wealth Management's Revenue?
R&R Wealth Management's revenue is $5.6 Million
What is R&R Wealth Management's SIC code?
R&R Wealth Management's SIC: 62,628
What is R&R Wealth Management's NAICS code?
R&R Wealth Management's NAICS: 52,523
How many employees does R&R Wealth Management have?
R&R Wealth Management has 11-50 employees
What industry does R&R Wealth Management belong to?
R&R Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is R&R Wealth Management competition?
R&R Wealth Management top competitors include: Zonin Wealth Management, JD's Wealth Management Group, Carpenter Financial Services
What technology does R&R Wealth Management use?
Some of the popular technologies that R&R Wealth Management uses are: Cloudflare Website Optimization, Smarsh, Datadog, Google Font API
How do I contact R&R Wealth Management?
R&R Wealth Management contact info: Phone number: (262) 696-5167 Website: www.myknowledgeadvisor.com
What does R&R Wealth Management do?

R&R Wealth Management is a financial planning and retirement services firm based in Waukesha, WI, offering a comprehensive range of services including investment portfolio design, social security planning, and estate strategies. They cater to high net worth individuals, businesses, and nonprofits, providing tailored solutions for complex financial... needs. Their services also encompass employer-sponsored retirement plans and personal insurance, ensuring a holistic approach to financial well-being. The firm emphasizes intentional living and purposeful planning to help clients achieve their financial goals.Read More

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

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