Welp Financial

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

360 Pierce Ave Ste 111, Mankato, Minneso...

Phone Number

(507) 625-5800

Revenue

<$5 Million

Industry

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

About Welp Financial

Welp Financial was started by Steve Welp in 1988. His sons, Jeff and Dan, joined years later. It was natural to eventually become a family business, because everyone understood each other, Steve taught his sons how to own and run a business, all of them were committed together, and they equally recognized their values and beliefs were for the common good of helping others. Steve Welp had been in the financial industry since the 1970s and his sons watched how he made a difference in peoples lives by helping them understand how to plan for retirement. Steve noticed that his clients appeared more confident, more financially prepared for unexpected life events, and seemed to appreciate the importance of building up their savings. Not only were business relationships sustained throughout the years, but clients became lifelong friends. Jeff and Dan continue that legacy their dad left behind. And that legacy is important for the future, because it helps guide current clients and future ones tRead more
Welp Financial's Social MediaPopular SearchesWelp FinancialWelp Financial ServicesWelp Financial Services IncWelp Family LLCWelpfinancial IncSIC Code 62,628NAICS Code 52,523Show more

Welp Financial Org Chart

PhoneEmail
DW
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Investment Advisor & Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Welp Financial

<$5M
1-10
Private
-
1988
DW
Daniel WelpInvestment Advisor & Representative
$5.5M
11-50
Private
-
1990
MB
Maxx BatesExecutive VP, Finance & Business Strategy
<$5M
1-10
Private
<$5M
2003
N/A
<$5M
1-10
Private
-
2016
NV
Nicole VongManager, Client Services
<$5M
1-10
Private
-
2012
RP
Ross PooleInvestment Advisor & Representative
<$5M
1-10
Private
-
2014
CB
Caitland BurnerAdministrative Assistant
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Welp Financial Tech Stack

A closer look at the technologies used by Welp Financial

Top Finance Companies

Frequently Asked Questions Regarding Welp Financial

What is Welp Financial's official website?
Welp Financial's official website is www.welpfinancial.com
What is Welp Financial's Revenue?
Welp Financial's revenue is <$5 Million
What is Welp Financial's SIC code?
Welp Financial's SIC: 62,628
What is Welp Financial's NAICS code?
Welp Financial's NAICS: 52,523
How many employees does Welp Financial have?
Welp Financial has 1-10 employees
What industry does Welp Financial belong to?
Welp Financial is in the industry of: Finance, Securities Trading
What is Welp Financial competition?
Welp Financial top competitors include: LifeStages Advisory, Blanchard Financial, Sterling Wealth Partners, Poole Financial Network
What technology does Welp Financial use?
Some of the popular technologies that Welp Financial uses are: DocuSign, Cloudflare Website Optimization, Microsoft 365, Google Tag Manager
How do I contact Welp Financial?
Welp Financial contact info: Phone number: (507) 625-5800 Website: www.welpfinancial.com
What does Welp Financial do?

Welp Financial was started by Steve Welp in 1988. His sons, Jeff and Dan, joined years later. It was natural to eventually become a family business, because everyone understood each other, Steve taught his sons how to own and run a business, all of them were committed together, and they equally recognized their values and beliefs were for the commo... n good of helping others. Steve Welp had been in the financial industry since the 1970s and his sons watched how he made a difference in peoples lives by helping them understand how to plan for retirement. Steve noticed that his clients appeared more confident, more financially prepared for unexpected life events, and seemed to appreciate the importance of building up their savings. Not only were business relationships sustained throughout the years, but clients became lifelong friends. Jeff and Dan continue that legacy their dad left behind. And that legacy is important for the future, because it helps guide current clients and future ones to make better financial decisions in life.Read More

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

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