Sloan Financial Solutions

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

13313 Acorn Cir, Burnsville, Minnesota, ...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Sloan Financial Solutions

Sloan Financial Solutions LLC is a financial planning and wealth management firm located in Burnsville, MN, and Barron, WI, dedicated to helping individuals and families achieve their long-term financial goals. The firm offers a range of services including financial planning, asset management, college savings, and business succession planning. Owner David Sloan provides expert guidance to clients, ensuring they make informed decisions about investing and asset planning. The company aims to simplify financial matters, empowering clients to confidently navigate their financial futures.Explore more
Sloan Financial Solutions's Social MediaPopular SearchesSloan Financial Solutions LLCSIC Code 62,628NAICS Code 52,523Show more

Sloan Financial Solutions Org Chart

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Advisor

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Financial Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sloan Financial Solutions

<$5M
1-10
Private
-
2019
$6.2M
1-10
Private
-
2021
HB
Hunter BaldwinPresident & Senior Advisor
$5.8M
11-50
Private
-
1983
Louis Albenga, Chief Operating Officer & Chief Compliance Officer at Ciccarelli Advisory Services
Louis AlbengaChief Operating Officer & Chief Compliance Officer
<$5M
11-50
Private
-
2018
SJ
Savannah JonesMarketing & Events Coordinator
<$5M
1-10
Private
-
-
HD
Harold DedePresident & CEO
<$5M
1-10
Private
-
2020
Michael Bellody, Founder & Chief Executive Officer & Portfolio Chief & Strategist at Imperia Wealth Management
Michael BellodyFounder & CEO & Portfolio Chief & Strategist
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sloan Financial Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Sloan Financial Solutions Tech Stack

A closer look at the technologies used by Sloan Financial Solutions

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Frequently Asked Questions Regarding Sloan Financial Solutions

What is Sloan Financial Solutions's official website?
Sloan Financial Solutions's official website is www.sloanfs.com
What is Sloan Financial Solutions's Revenue?
Sloan Financial Solutions's revenue is <$5 Million
What is Sloan Financial Solutions's SIC code?
Sloan Financial Solutions's SIC: 62,628
What is Sloan Financial Solutions's NAICS code?
Sloan Financial Solutions's NAICS: 52,523
How many employees does Sloan Financial Solutions have?
Sloan Financial Solutions has 1-10 employees
What industry does Sloan Financial Solutions belong to?
Sloan Financial Solutions is in the industry of: Finance, Securities Trading
What is Sloan Financial Solutions competition?
Sloan Financial Solutions top competitors include: Imperia Wealth Management, Sentinel Strategic Wealth, Conscious Capital, Bolt Investment Group
What technology does Sloan Financial Solutions use?
Some of the popular technologies that Sloan Financial Solutions uses are: Microsoft 365, Amazon Web Hosting, Cloudflare DNS, Microsoft Exchange Online
What does Sloan Financial Solutions do?

Sloan Financial Solutions LLC is a financial planning and wealth management firm located in Burnsville, MN, and Barron, WI, dedicated to helping individuals and families achieve their long-term financial goals. The firm offers a range of services including financial planning, asset management, college savings, and business succession planning. Owne... r David Sloan provides expert guidance to clients, ensuring they make informed decisions about investing and asset planning. The company aims to simplify financial matters, empowering clients to confidently navigate their financial futures.Read More

What are Sloan Financial Solutions social media links?
Sloan Financial Solutions Linkedin page
Is Sloan Financial Solutions a public company?
Sloan Financial Solutions is private company therefore does not currently have an official ticker symbol
See more information about Sloan Financial Solutions

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