Clintsman Financial Planning Employee Directory

Clintsman Financial Planning corporate office is located in 660 N Carroll Ave Ste 140, Southlake, Texas, 76092, United States and has 11-50 employees.

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Key Employees of Clintsman Financial Planning

GL
Gregory Lanier
Wealth Advisor
PhoneEmail
KI
Kyle Imhof
Senior Wealth Advisor
PhoneEmail
BH
Brooke Heidelb...
Associate Wealth Advisor
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Clintsman Financial Planning Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Clintsman Financial Planning

Hundreds of professionals searching for Clintsman Financial Planning have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

GL
Gregory Lanier
Email Direct
Wealth Advisor
United States , Texas , Southlake

KI
Kyle Imhof
Email Direct
Senior Wealth Advisor
United States , Texas , Southlake

BH
Brooke Heidelbaugh
Email Direct
Associate Wealth Advisor
United States , Texas , Southlake

Former Employees at Clintsman Financial Planning

Explore people who held key positions, contributed to Clintsman Financial Planning's success, and advanced their careers.

Bryan Clintsman

Wealth Advisor at Focus Partners

Worked as Owner

at Clintsman Financial Planning (2002-2023)

Direct

Clay Jinks

Associate Wealth Advis... at Focus Partners

Worked as Financial Advising Associate

at Clintsman Financial Planning (2020-2022)

Direct

Randall Crimmings

Wealth Advisor at Focus Partners

Worked as Financial Advisor

at Clintsman Financial Planning (2008-2022)

Direct

Mask Content

Private Wealth Managem... at Morgan Stanley

Worked as Financial Planning Intern

at Clintsman Financial Planning (2020-2020)

Direct

Mask Content

Advisory Team Operatio... at Focus Partners

Worked as Office Manager

at Clintsman Financial Planning (2013-2022)

Direct

Mask Content

Associate Wealth Advis... at Cypress Point Wealth M...

Worked as Financial Planning Extern

at Clintsman Financial Planning (2021-2021)

Direct

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Frequently Asked Questions Regarding Clintsman Financial Planning Employees

How many employees does Clintsman Financial Planning have?

Clintsman Financial Planning has 11-50 employees

Who are Clintsman Financial Planning key employees?

Some of Clintsman Financial Planning key employees are Gregory Lanier, Kyle Imhof, Brooke Heidelbaugh

Where is Clintsman Financial Planning located?

Clintsman Financial Planning’s headquarters are located at 660 N Carroll Ave Ste 140, Southlake, Texas, 76092, United States

How do I contact Clintsman Financial Planning?

Clintsman Financial Planning Contact Info: Phone number: (817) 410-8200 Website: www.clintsmanfinancialplanning.com

What does Clintsman Financial Planning do?

Focus Partners Wealth is a registered investment advisor located in Southlake, Texas, specializing in personalized wealth management and financial planning services. The firm is dedicated to helping clients take control of their financial future through innovative solutions tailored to their personal values and goals. With a local team backed by a... Read More

Is Clintsman Financial Planning a public company?

Clintsman Financial Planning is private company therefore does not currently have an official ticker symbol

See more information about Clintsman Financial Planning Employees