Weinand Financial

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

8120 Freedom Ln NE Ste 101, Lacey, Washi...

Phone Number

(360) 459-4847

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Weinand Financial

Weinand Financial is a financial advisory firm based in Lacey, WA, with over 30 years of experience in providing comprehensive financial planning services. The company offers tailored solutions for individuals, families, and businesses, focusing on areas such as retirement planning, investment management, and insurance services. Their commitment to client privacy and cybersecurity ensures a secure environment for discussing sensitive financial matters. Weinand Financial aims to help clients achieve their financial goals through expert guidance and personalized support.Explore more
Popular SearchesWeinand Financialweinand financial IncSIC Code 62,628NAICS Code 52,523Show more

Weinand Financial Org Chart

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Executive Vice President & Chief Financial Of...

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Community Relations Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Weinand Financial

<$5M
1-10
Private
<$5M
2006
JW
Joyce WeinandExecutive Vice President & Chief Financial Officer
<$5M
11-50
Private
-
2014
Courtney Schingledecker, Chief Operations Officer at Thoroughbred Advisors
Courtney SchingledeckerChief Operations Officer
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2003
KW
Kenneth WinkInvestment Advisor & Representative & Chief Compliance Officer
<$5M
1-10
Private
-
1988
GT
Glenn ToussaintPresident & Founder
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
Joseph Morson, Founder & President at Life Values Financial
Joseph MorsonFounder & President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Weinand Financial financials insights

Gather financial insights about Weinand Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Weinand Financial Tech Stack

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Frequently Asked Questions Regarding Weinand Financial

What is Weinand Financial's official website?
Weinand Financial's official website is www.weinand.us
What is Weinand Financial's Revenue?
Weinand Financial's revenue is <$5 Million
What is Weinand Financial's SIC code?
Weinand Financial's SIC: 62,628
What is Weinand Financial's NAICS code?
Weinand Financial's NAICS: 52,523
How many employees does Weinand Financial have?
Weinand Financial has 1-10 employees
What industry does Weinand Financial belong to?
Weinand Financial is in the industry of: Finance, Securities Trading
What is Weinand Financial competition?
Weinand Financial top competitors include: Summit Financial Consulting, Thoroughbred Advisors, Fulcrum Wealth Advisors, Life Values Financial
What technology does Weinand Financial use?
Some of the popular technologies that Weinand Financial uses are: Sentry, Proofpoint, Microsoft 365, WixStores
Who is the CFO of Weinand Financial?
Weinand Financial's CFO is Joyce Weinand
How do I contact Weinand Financial?
Weinand Financial contact info: Phone number: (360) 459-4847 Website: www.weinand.us
What does Weinand Financial do?

Weinand Financial is a financial advisory firm based in Lacey, WA, with over 30 years of experience in providing comprehensive financial planning services. The company offers tailored solutions for individuals, families, and businesses, focusing on areas such as retirement planning, investment management, and insurance services. Their commitment to... client privacy and cybersecurity ensures a secure environment for discussing sensitive financial matters. Weinand Financial aims to help clients achieve their financial goals through expert guidance and personalized support.Read More

Is Weinand Financial a public company?
Weinand Financial is private company therefore does not currently have an official ticker symbol
See more information about Weinand Financial

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