TrueJourney

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

2800 1st St S, Willmar, Minnesota, 56201...

Phone Number

(320) 403-4001

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About TrueJourney

True Journey offers retirement planning, estate planning, college savings plans, investing services, IRAs, stocks, bonds, investment products, business services, and insurance. Their services are designed to help individuals at different stages in life, whether they are starting their first growth account, selling a business, or planning for retirement. True Journey aims to provide a simple, understandable approach to financial planning to help clients achieve their goals and enjoy the things they love.Explore more
TrueJourney's Social MediaPopular SearchesTrueJourneyTrue JourneyTrueJourney IncSIC Code 62,628NAICS Code 52,523Show more

TrueJourney Org Chart

PhoneEmail
KB
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Senior Relationship Manager

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HM
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Senior Relationship Manager

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EB
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Manager, Operations & Business

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TG
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Partner and Wealth Advisor and PIM Portfolio ...

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RT
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Cfp, Crpc Financial Advisor & Portfolio Manag...

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AP
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Senior Financial Advisor & Partner

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EW
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MBA, Cfp Senior Financial Advisor & Partner

Flame icon indicating likelihood to engage via phone.PhoneEmail
BC
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CFP Senior Managing Partner

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CP
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Wealth Advisor & Partner

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CH
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Senior Financial Advisor

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AS
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Financial Advisor

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BA
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Cfp, Cfa Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

TrueJourney

<$5M
1-10
Private
-
2021
KB
Kayla BertramSenior Relationship Manager
<$5M
1-10
Private
-
-
BH
Brett HaukeMember, Team
<$5M
11-50
Private
-
2022
JM
Joseph MarchlenskiExecutive Vice President
<$5M
1-10
Private
-
2021
Dana Pollard, Chief Executive Officer & Principal at Lumitas Wealth Strategies
Dana PollardCEO & Principal
<$5M
11-50
Private
-
-
FR
Felix RosadoManaging Director
<$5M
1-10
Private
-
2016
JM
James MartinManaging Partner and PIM Portfolio Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

TrueJourney Tech Stack

A closer look at the technologies used by TrueJourney

Top Finance Companies

Frequently Asked Questions Regarding TrueJourney

What is TrueJourney's official website?
TrueJourney's official website is www.truejourney.com
What is TrueJourney's Revenue?
TrueJourney's revenue is <$5 Million
What is TrueJourney's SIC code?
TrueJourney's SIC: 62,628
What is TrueJourney's NAICS code?
TrueJourney's NAICS: 52,523
How many employees does TrueJourney have?
TrueJourney has 1-10 employees
What industry does TrueJourney belong to?
TrueJourney is in the industry of: Finance, Insurance, Securities Trading
What is TrueJourney competition?
TrueJourney top competitors include: Lumitas Wealth Strategies, Gardens Wealth Management, Finteris Wealth Management, McKenzie Riedel Wealth Management
What technology does TrueJourney use?
Some of the popular technologies that TrueJourney uses are: goo.gl, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact TrueJourney?
TrueJourney contact info: Phone number: (320) 403-4001 Website: www.truejourney.com
What does TrueJourney do?

True Journey offers retirement planning, estate planning, college savings plans, investing services, IRAs, stocks, bonds, investment products, business services, and insurance. Their services are designed to help individuals at different stages in life, whether they are starting their first growth account, selling a business, or planning for retire... ment. True Journey aims to provide a simple, understandable approach to financial planning to help clients achieve their goals and enjoy the things they love.Read More

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

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