Security Wealth Management

Finance · 1-10 Employees

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Overview

Phone Number

(605) 271-1115

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1

About Security Wealth Management

Security Wealth Management, located in Sioux Falls, SD, offers personalized financial planning services tailored to the unique goals and aspirations of families, individuals, pre-retirees, and retirees. Their comprehensive approach includes investment management, retirement planning, estate and charitable giving, and corporate retirement plan consulting. The firm emphasizes a structured process and analytical insights to help clients navigate their financial journeys confidently. With a focus on nurturing wealth and simplifying life's complexities, they aim to provide clients with the guidance and support needed to achieve financial independence.Explore more
Popular SearchesSecurity Wealth ManagementSecurity Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Security Wealth Management Org Chart

PhoneEmail
TH

Registered Representative, RJFS

PhoneEmail
BI

Cpa Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Security Wealth Managemen...

<$5M
1-10
Private
-
2018
TH
Timothy HouskaRegistered Representative, RJFS
<$5M
11-50
Private
-
1983
TM
Thomas MollerPresident & CEO
<$5M
11-50
Private
-
2007
CR
Colleen RobertsChief Operating Officer
<$5M
1-10
Private
-
-
IS
Ignatius SmetekPresident & Chief Investment Officer
<$5M
1-10
Private
-
2001
AH
Asta Haas-HeyeDirector, Operations
<$5M
1-10
Private
-
1999
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Security Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Security Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Security Wealth Management.

Security Wealth Management Tech Stack

A closer look at the technologies used by Security Wealth Management

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Frequently Asked Questions Regarding Security Wealth Management

What is Security Wealth Management's official website?
Security Wealth Management's official website is www.investwithswm.com
What is Security Wealth Management's Revenue?
Security Wealth Management's revenue is <$5 Million
What is Security Wealth Management's SIC code?
Security Wealth Management's SIC: 62,628
What is Security Wealth Management's NAICS code?
Security Wealth Management's NAICS: 52,523
How many employees does Security Wealth Management have?
Security Wealth Management has 1-10 employees
What industry does Security Wealth Management belong to?
Security Wealth Management is in the industry of: Finance, Securities Trading
What is Security Wealth Management competition?
Security Wealth Management top competitors include: Altman Investment Management, ValueSearch Capital, OASIS Investment Strategies, Dorfman Value Investments
What technology does Security Wealth Management use?
Some of the popular technologies that Security Wealth Management uses are: WordPress.org, reCAPTCHA, PHP, Flywheel
How do I contact Security Wealth Management?
Security Wealth Management contact info: Phone number: (605) 271-1115 Website: www.investwithswm.com
What does Security Wealth Management do?

Security Wealth Management, located in Sioux Falls, SD, offers personalized financial planning services tailored to the unique goals and aspirations of families, individuals, pre-retirees, and retirees. Their comprehensive approach includes investment management, retirement planning, estate and charitable giving, and corporate retirement plan consu... lting. The firm emphasizes a structured process and analytical insights to help clients navigate their financial journeys confidently. With a focus on nurturing wealth and simplifying life's complexities, they aim to provide clients with the guidance and support needed to achieve financial independence.Read More

Is Security Wealth Management a public company?
Security Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Security Wealth Management

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