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 Securities Trading Lending & Brokerage

About TrueJourney

TrueJourney Home offers a range of financial services including retirement planning, estate planning strategies, college savings plans, and investment products such as IRAs and stocks. Their services are designed to assist individuals and businesses in achieving their financial goals through personalized planning and support. The company emphasizes a low client-to-advisor ratio to ensure tailored guidance for each client. TrueJourney Home aims to simplify the financial journey for clients at various stages of life, from starting investments to sustaining wealth in retirement.Explore more
TrueJourney's Social MediaSIC Code 62,628NAICS Code 52,523Show more

TrueJourney Org Chart

PhoneEmail
HM
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Senior Relationship Manager

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KB
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Senior Relationship Manager

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JP
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Senior Relationship Manager

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MV
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Relationship Manager

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EB
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Manager, Operations & Business

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TG
United States flag for contact location.

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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BC
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CFP Senior Managing Partner

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AP
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Senior Financial Advisor & Partner

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AT
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Senior Financial Advisor

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AS
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Financial Advisor

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CH
United States flag for contact location.

Senior Financial Advisor

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Compare Similar Companies to TrueJourney

Compare insights from companies similar to TrueJourney, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

TrueJourney

<$5M
1-10
Private
-
2021
HM
Heidi MagnusonSenior Relationship Manager
<$5M
11-50
Private
-
2020
KH
Katie HarrisClient Associate
<$5M
1-10
Private
-
-
BH
Brett HaukeMember, Team
<$5M
11-50
Private
-
2022
FS
Fred ScheerenManaging Director
<$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
BS
Brad SeagravesManaging Director and Financial Advisor
Illustration of an envelope

TrueJourney Tech Stack

A closer look at the technologies used by TrueJourney

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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, Securities Trading, Lending & Brokerage
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: WordPress.org, PHP, Cloudflare Website Optimization, Google Font API
How do I contact TrueJourney?
TrueJourney contact info: Phone number: (320) 403-4001 Website: www.truejourney.com
What does TrueJourney do?

TrueJourney Home offers a range of financial services including retirement planning, estate planning strategies, college savings plans, and investment products such as IRAs and stocks. Their services are designed to assist individuals and businesses in achieving their financial goals through personalized planning and support. The company emphasizes... a low client-to-advisor ratio to ensure tailored guidance for each client. TrueJourney Home aims to simplify the financial journey for clients at various stages of life, from starting investments to sustaining wealth in retirement.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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