Sheila Roesler

Finance · 1-10 Employees

View Company Info for Free

Overview

Phone Number

(260) 348-1215

Revenue

<$5 Million

Industry

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

About Sheila Roesler

Financial success doesn't happen by chance; it has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning. Lifes complexities leave little room for "standard" approaches, so Sheila uses a four-step approach in working with her clients: Sheila Roesler's planning process is unique. She starts at a different plane than other advisors: above the planning horizon, focusing on helping you clarify your Mission, Vision, Values and Goals. Then she focuses on the issues below the horizon Strategies, Tactics and Tools. By staying above the horizon and gaining clarity around your goals, Sheila can help you make wise choices about the solutions below the planning horizon. Working in the best interests of her clients is Sheila's business, and she takes this role very seriously. Whether you're concerned for your own planning needs, your family or your business, Sheila Roesler can help you find the right answers. CopyriRead more
Popular SearchesSheila RoeslerWealth Management AdvisorSheilaroeslerof Northwestern Mutual Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Is Sheila Roesler your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Sheila Roesler

Compare insights from companies similar to Sheila Roesler, 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

Sheila Roesler

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2017
DR
Derek RetherfordPartner and President
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sheila Roesler is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Sheila Roesler Tech Stack

A closer look at the technologies used by Sheila Roesler

Top Finance Companies

Frequently Asked Questions Regarding Sheila Roesler

What is Sheila Roesler's official website?
Sheila Roesler's official website is www.sheilaroesler.com
What is Sheila Roesler's Revenue?
Sheila Roesler's revenue is <$5 Million
What is Sheila Roesler's SIC code?
Sheila Roesler's SIC: 62,628
What is Sheila Roesler's NAICS code?
Sheila Roesler's NAICS: 52,523
How many employees does Sheila Roesler have?
Sheila Roesler has 1-10 employees
What industry does Sheila Roesler belong to?
Sheila Roesler is in the industry of: Finance, Securities Trading
What is Sheila Roesler competition?
Sheila Roesler top competitors include: Benson Wealth Management, David Freitag, Jarretwandrei, Brian Duggan
What technology does Sheila Roesler use?
Some of the popular technologies that Sheila Roesler uses are: Amazon Web Hosting, Amazon Route 53
How do I contact Sheila Roesler?
Sheila Roesler contact info: Phone number: (260) 348-1215 Website: www.sheilaroesler.com
What does Sheila Roesler do?

Financial success doesn't happen by chance; it has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning. Lifes complexities leave little room for "standard" approaches, so Sheila uses a four-step approach in working with her clients: Sheila Roesler's planning proce... ss is unique. She starts at a different plane than other advisors: above the planning horizon, focusing on helping you clarify your Mission, Vision, Values and Goals. Then she focuses on the issues below the horizon Strategies, Tactics and Tools. By staying above the horizon and gaining clarity around your goals, Sheila can help you make wise choices about the solutions below the planning horizon. Working in the best interests of her clients is Sheila's business, and she takes this role very seriously. Whether you're concerned for your own planning needs, your family or your business, Sheila Roesler can help you find the right answers. Copyright 2016 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company. We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one. Best Life Insurance Company ranked by NerdWallet, April 2019 1 2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company. 3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.