Wichman & Newell Financial Advisors

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

260 N Detroit St, Xenia, Ohio, 45385, Un...

Phone Number

(937) 352-6659

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Wichman & Newell Financial Advisors

Wichman & Newell Financial Advisors is an independent financial advisory firm dedicated to prioritizing client needs and providing personalized services. They offer a range of financial services including retirement planning, investment management, estate planning, insurance, and tax advice. The firm is committed to community involvement and treats clients like family, leveraging their experience to help clients navigate financial fluctuations. Their services are available to residents in states where they are properly registered or licensed.Explore more
Popular SearchesWichman & Newell Financial AdvisorsCommonwealth Financial NetworkWichman & NewellwichmanKevinSIC Code 62,628NAICS Code 52,523Show more

Wichman & Newell Financial Advisors Org Chart

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Senior Project Manager

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Financial Advisor

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Customer Service Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wichman & Newell Financia...

<$5M
1-10
Private
-
-
DH
Dale HutchinsonSenior Project Manager
$5.4M
1-10
Private
-
1986
LT
Lucas ThomasManager, Operations
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
<$5M
2014
EC
Evan ConleyFinancial Advisor & Pension Specialist
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2004
<$5M
1-10
Private
-
2002
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wichman & Newell Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Wichman & Newell Financial Advisors Tech Stack

A closer look at the technologies used by Wichman & Newell Financial Advisors

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Frequently Asked Questions Regarding Wichman & Newell Financial Advisors

What is Wichman & Newell Financial Advisors's official website?
Wichman & Newell Financial Advisors's official website is www.wnsadvisors.com
What is Wichman & Newell Financial Advisors's Revenue?
Wichman & Newell Financial Advisors's revenue is <$5 Million
What is Wichman & Newell Financial Advisors's SIC code?
Wichman & Newell Financial Advisors's SIC: 62,628
What is Wichman & Newell Financial Advisors's NAICS code?
Wichman & Newell Financial Advisors's NAICS: 52,523
How many employees does Wichman & Newell Financial Advisors have?
Wichman & Newell Financial Advisors has 1-10 employees
What industry does Wichman & Newell Financial Advisors belong to?
Wichman & Newell Financial Advisors is in the industry of: Finance, Securities Trading
What is Wichman & Newell Financial Advisors competition?
Wichman & Newell Financial Advisors top competitors include: Whetstone Financial, Jay Financial Group, Ebert Financial, Thomas Financial
What technology does Wichman & Newell Financial Advisors use?
Some of the popular technologies that Wichman & Newell Financial Advisors uses are: DocuSign, Cloudflare Website Optimization, Datadog, Google Tag Manager
How do I contact Wichman & Newell Financial Advisors?
Wichman & Newell Financial Advisors contact info: Phone number: (937) 352-6659 Website: www.wnsadvisors.com
What does Wichman & Newell Financial Advisors do?

Wichman & Newell Financial Advisors is an independent financial advisory firm dedicated to prioritizing client needs and providing personalized services. They offer a range of financial services including retirement planning, investment management, estate planning, insurance, and tax advice. The firm is committed to community involvement and treats... clients like family, leveraging their experience to help clients navigate financial fluctuations. Their services are available to residents in states where they are properly registered or licensed.Read More

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

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