Wilson Financial

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

103 W College Ave Ste 304, Appleton, Wis...

Phone Number

(920) 830-2275

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Accounting for Legal Practices
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Wilson Financial

Wilson Financial is a locally owned full-service Registered Investment Advisor (RIA) and CPA firm. We offer services statewide, with our office located in Appleton, WI. We provide high quality services at affordable rates, compared to many of the other Investment Advisors and large regional and national CPA and Tax Preparation firms. Our main areas of service are focused around Investment Management, Financial Planning, Tax Preparation, Small Business Accounting.Explore more
Wilson Financial's Social MediaPopular SearchesWilson Financial LLCWilson FinancialWilson Financial - LLCWilsonFinancialSIC Code 62,628NAICS Code 52,523Show more

Wilson Financial Org Chart

PhoneEmail
TW
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President & Owner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wilson Financial

<$5M
1-10
Private
-
2013
TW
Timothy WilsonPresident & Owner
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1998
DA
Daniel AndersonExecutive Vice President
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2017
DH
Donald HanceFounder & Financial Planner
<$5M
1-10
Private
-
1983
BK
Bernard KielyFinancial Planner
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Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Wilson Financial Tech Stack

A closer look at the technologies used by Wilson Financial

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Frequently Asked Questions Regarding Wilson Financial

What is Wilson Financial's official website?
Wilson Financial's official website is www.wilsonfinancialcpa.com
What is Wilson Financial's Revenue?
Wilson Financial's revenue is <$5 Million
What is Wilson Financial's SIC code?
Wilson Financial's SIC: 62,628
What is Wilson Financial's NAICS code?
Wilson Financial's NAICS: 52,523
How many employees does Wilson Financial have?
Wilson Financial has 1-10 employees
What industry does Wilson Financial belong to?
Wilson Financial is in the industry of: Finance, Business Services, Securities Trading
What is Wilson Financial competition?
Wilson Financial top competitors include: Fountainhead Wealth, Radnor Financial Advisors, Kiely Capital Management, LifeSighted
What technology does Wilson Financial use?
Some of the popular technologies that Wilson Financial uses are: Google Universal Analytics, Squarespace Online Stores, Timely, Adobe Typekit
How do I contact Wilson Financial?
Wilson Financial contact info: Phone number: (920) 830-2275 Website: www.wilsonfinancialcpa.com
What does Wilson Financial do?

Wilson Financial is a locally owned full-service Registered Investment Advisor (RIA) and CPA firm. We offer services statewide, with our office located in Appleton, WI. We provide high quality services at affordable rates, compared to many of the other Investment Advisors and large regional and national CPA and Tax Preparation firms. Our main areas... of service are focused around Investment Management, Financial Planning, Tax Preparation, Small Business Accounting.Read More

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

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