Shonsey Wealth Management

Finance · Nebraska, United States · 1-10 Employees

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Overview

Headquarters

15808 W Dodge Rd Ste 200, Omaha, Nebrask...

Phone Number

(402) 334-6282

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Shonsey Wealth Management

Shonsey Wealth Management specializes in providing personalized financial planning services, focusing on retirement, estate, and holistic planning. The firm aims to ensure clients never run out of money in retirement by creating custom strategies tailored to individual needs and goals. With a commitment to integrity and support, their experienced team works closely with clients to adapt plans as circumstances change. Their target clients include individuals seeking comprehensive financial advice and strategies for a secure financial future.Explore more
Shonsey Wealth Management's Social MediaPopular SearchesShonsey Wealth ManagementBroadridge Investor Communication Solutions IncShonsey Wealth Management at Tagge Rutherfordshonseywm.comSIC Code 62,628NAICS Code 52,523Show more

Shonsey Wealth Management Org Chart

PhoneEmail
MM
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Shonsey Wealth Management

<$5M
1-10
Private
<$5M
-
MM
Megan MccoyExecutive Assistant
<$5M
1-10
Private
-
1991
N/A
<$5M
1-10
Private
-
2002
Bruce DiPietro, Director, Chief InvestmentOfficer at Brookshire Wealth Management
Bruce DiPietroDirector, Chief InvestmentOfficer
<$5M
1-10
Private
-
2011
TL
Tyler LewisFinancial Advisor
<$5M
1-10
Private
-
2020
RY
Robert YoungIndependent Financial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Shonsey Wealth Management financials insights

Gather financial insights about Shonsey Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$14K

See All Shonsey Wealth Management's Financials Insights

Shonsey Wealth Management Tech Stack

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Frequently Asked Questions Regarding Shonsey Wealth Management

What is Shonsey Wealth Management's official website?
Shonsey Wealth Management's official website is www.shonseywm.com
What is Shonsey Wealth Management's Revenue?
Shonsey Wealth Management's revenue is <$5 Million
What is Shonsey Wealth Management's SIC code?
Shonsey Wealth Management's SIC: 62,628
What is Shonsey Wealth Management's NAICS code?
Shonsey Wealth Management's NAICS: 52,523
How many employees does Shonsey Wealth Management have?
Shonsey Wealth Management has 1-10 employees
What industry does Shonsey Wealth Management belong to?
Shonsey Wealth Management is in the industry of: Finance, Securities Trading
What is Shonsey Wealth Management competition?
Shonsey Wealth Management top competitors include: Old Glory Financial, Reed Wealth Management, Barbara O'Leary, Assabet Financial Group
What technology does Shonsey Wealth Management use?
Some of the popular technologies that Shonsey Wealth Management uses are: Drupal, Google Tag Manager, GoDaddy DNS, jsDelivr
How do I contact Shonsey Wealth Management?
Shonsey Wealth Management contact info: Phone number: (402) 334-6282 Website: www.shonseywm.com
What does Shonsey Wealth Management do?

Shonsey Wealth Management specializes in providing personalized financial planning services, focusing on retirement, estate, and holistic planning. The firm aims to ensure clients never run out of money in retirement by creating custom strategies tailored to individual needs and goals. With a commitment to integrity and support, their experienced t... eam works closely with clients to adapt plans as circumstances change. Their target clients include individuals seeking comprehensive financial advice and strategies for a secure financial future.Read More

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

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