Weyenberg Financial

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

n120 Main St Ste B, Appleton, Wisconsin,...

Revenue

<$5 Million

Industry

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

About Weyenberg Financial

Weyenberg Financial, LLC specializes in estate and portfolio management services tailored for business owners and high-net-worth individuals. The company focuses on creating personalized investment strategies that align with clients' risk tolerance, time horizon, and financial goals. With a commitment to transparency and collaboration, they aim to help clients navigate their financial futures effectively. Their services encompass retirement planning, wealth management, and lifestyle financial strategies.Explore more
Weyenberg Financial's Social MediaPopular SearchesWeyenberg Financial LLCSIC Code 62,628NAICS Code 52,523Show more

Weyenberg Financial Org Chart

PhoneEmail
EV
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Director, Client Relations

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AV
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Director, Client Relations

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MS
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Customer Account Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Weyenberg Financial

<$5M
11-50
Private
-
2021
EV
Emilia VictoriaDirector, Client Relations
$6.9M
11-50
Private
-
-
WM
Wanda MercadoClient Service Manager
<$5M
1-10
Private
-
-
EB
Edward BambergManaging Partner, Financial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JG
James GehringCertified Financial Planner & Certified Exit Planning Advisor
<$5M
11-50
Private
-
-
JG
John GremlerRfc Financial Advisor
<$5M
1-10
Private
-
2022
ZH
Zachary HagerManaging Partner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Weyenberg Financial Tech Stack

A closer look at the technologies used by Weyenberg Financial

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Frequently Asked Questions Regarding Weyenberg Financial

What is Weyenberg Financial's official website?
Weyenberg Financial's official website is www.weyenbergfinancial.com
What is Weyenberg Financial's Revenue?
Weyenberg Financial's revenue is <$5 Million
What is Weyenberg Financial's SIC code?
Weyenberg Financial's SIC: 62,628
What is Weyenberg Financial's NAICS code?
Weyenberg Financial's NAICS: 52,523
How many employees does Weyenberg Financial have?
Weyenberg Financial has 11-50 employees
What industry does Weyenberg Financial belong to?
Weyenberg Financial is in the industry of: Finance, Securities Trading
What is Weyenberg Financial competition?
Weyenberg Financial top competitors include: H&T Capital Advisor Group, John Gremler Wealth Management, Ripcord Partners, Integrity Advisors
What technology does Weyenberg Financial use?
Some of the popular technologies that Weyenberg Financial uses are: Cloudflare Website Optimization, Google Tag Manager, FMG Suite, Google Global Site Tag
What does Weyenberg Financial do?

Weyenberg Financial, LLC specializes in estate and portfolio management services tailored for business owners and high-net-worth individuals. The company focuses on creating personalized investment strategies that align with clients' risk tolerance, time horizon, and financial goals. With a commitment to transparency and collaboration, they aim to... help clients navigate their financial futures effectively. Their services encompass retirement planning, wealth management, and lifestyle financial strategies.Read More

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

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