Thiesen Dueker Modern Wealth Management
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
465 E Fir Ave Ste 105, Fresno, Californi...Phone Number
(559) 448-8190Website
www.thiesendueker.comRevenue
$9.8 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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About Thiesen Dueker Modern Wealth Management
Thiesen Dueker Modern Wealth Management is an independent financial consulting firm headquartered in Fresno, California, founded in 2003 by partners Jeff Thiesen and Lance Dueker. The firm provides a comprehensive suite of financial services including retirement income planning, investment portfolio management, tax management strategies, risk management, estate planning, and education planning. Operating independently from large Wall Street institutions, Thiesen Dueker offers clients access to a broad range of financial tools and solutions tailored to individual needs. The firm serves a diverse clientele spanning young professionals to retirees, utilizing a collaborative team-based advisory model and advanced AI-driven planning technology. Securities and advisory services are offered through LPL Financial, a registered investment advisor.Explore more
Thiesen Dueker Modern Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Thiesen Dueker Modern Wea...
$9.8M
11-50
Private
-
2003
LD
Lance DuekerPartner & LPL Financial Consultant
Company Profile Activity
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Thiesen Dueker Modern Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Thiesen Dueker Modern Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Thiesen Dueker Modern Wealth Management.
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Thiesen Dueker Modern Wealth Management is an independent financial consulting firm headquartered in Fresno, California, founded in 2003 by partners Jeff Thiesen and Lance Dueker. The firm provides a comprehensive suite of financial services including retirement income planning, investment portfolio management, tax management strategies, risk manag... Read More
