Thompson Financial Transitions

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

1895 County Road E E Ste 214, White Bear...

Phone Number

(651) 328-6386

Revenue

<$5 Million

Industry

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

About Thompson Financial Transitions

Thompson Financial Transitions Inc. specializes in lifestyle financial planning, wealth management, and consulting services for 401k/403b plans. They focus on creating customized financial strategies that align with clients' lifestyle goals, whether for today or future retirement. Their services also include small business planning, early retirement planning, and cash flow management. The company prioritizes building thoughtful client relationships to help individuals and businesses achieve their financial objectives.Explore more
Thompson Financial Transitions's Social MediaPopular SearchesThompson Financial Transitions IncThompson Financial TransitionsThompsonfinancialtransitions ComTransitions LLCthompsonfinancialtransitions.comSIC Code 62,628NAICS Code 52,523Show more

Thompson Financial Transitions Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Thompson Financial Transi...

<$5M
1-10
Private
-
2011
SH
Sheri HeimOffice Manager
<$5M
11-50
Private
-
2011
CC
Carole CircelliClient Relationship Manager
<$5M
11-50
Private
-
2009
JB
Jamie ButlerOffice Manager
<$5M
1-10
Private
-
1983
SL
Spencer LueckeFinancial Advisor
<$5M
1-10
Private
-
1997
N/A
<$5M
1-10
Private
-
2012
JB
J. BathurstCo-Founder & Chief Technology Officer
<$5M
1-10
Private
-
2014
RR
Renee RiggleOffice Manager
Illustration of an envelope

Company Profile Activity

i

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Activity Insights

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

What does this means?

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

Thompson Financial Transitions Tech Stack

A closer look at the technologies used by Thompson Financial Transitions

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Frequently Asked Questions Regarding Thompson Financial Transitions

What is Thompson Financial Transitions's official website?
Thompson Financial Transitions's official website is www.thompsonfinancialtransitions.com
What is Thompson Financial Transitions's Revenue?
Thompson Financial Transitions's revenue is <$5 Million
What is Thompson Financial Transitions's SIC code?
Thompson Financial Transitions's SIC: 62,628
What is Thompson Financial Transitions's NAICS code?
Thompson Financial Transitions's NAICS: 52,523
How many employees does Thompson Financial Transitions have?
Thompson Financial Transitions has 1-10 employees
What industry does Thompson Financial Transitions belong to?
Thompson Financial Transitions is in the industry of: Finance, Securities Trading
What is Thompson Financial Transitions competition?
Thompson Financial Transitions top competitors include: Fors Financial Consulting, JLB Wealth Management Group, Witek Wealth Management, JFL Total Wealth Management
What technology does Thompson Financial Transitions use?
Some of the popular technologies that Thompson Financial Transitions uses are: Cloudflare Website Optimization, Smarsh, Datadog, Google Tag Manager
How do I contact Thompson Financial Transitions?
Thompson Financial Transitions contact info: Phone number: (651) 328-6386 Website: www.thompsonfinancialtransitions.com
What does Thompson Financial Transitions do?

Thompson Financial Transitions Inc. specializes in lifestyle financial planning, wealth management, and consulting services for 401k/403b plans. They focus on creating customized financial strategies that align with clients' lifestyle goals, whether for today or future retirement. Their services also include small business planning, early retiremen... t planning, and cash flow management. The company prioritizes building thoughtful client relationships to help individuals and businesses achieve their financial objectives.Read More

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

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