Trusted Wealth Partners Employee Directory

Trusted Wealth Partners corporate office is located in 16934 Frances St Ste 201, Omaha, Nebraska, 68130, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

Operations

Key Employees of Trusted Wealth Partners

JP
Jill Peters
Manager, Client Services
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Trusted Wealth Partners Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Trusted Wealth Partners

Hundreds of professionals searching for Trusted Wealth Partners have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JL
James Lammers
Email Direct
CFP, CLU, ChFC, BFA
United States , Nebraska , Omaha

JP
Jill Peters
Email Direct
Manager, Client Services
United States , Nebraska , Omaha

CE
Clint Eikmeier
Email Direct
Partner
United States , Nebraska , Omaha

MP
Matthew Peters
Email Direct
Partner
United States , Nebraska , Omaha

JL
Jordan Larsen
Email Direct
Financial Advisor
United States , Nebraska , Omaha

KS
Kim Samuelson
Email Direct
Operations Specialist
United States , Nebraska , Omaha

LM
Lesley Miner
Email Direct
Client Service Administrator
United States , Nebraska , Omaha

Former Employees at Trusted Wealth Partners

Explore people who held key positions, contributed to Trusted Wealth Partners's success, and advanced their careers.

AD
Amy Dubbs
Branch Office Administ... at Edward Jones
Worked as Manager, Operations
at Trusted Wealth Partners
Email Direct
MS
Michael Slattery
Inventory Control Coor... at Veridian
Worked as Intern
at Trusted Wealth Partners (2021-2021)
Email Direct
ES
Erin Slattery
Adjunct Professor at Tippie College of Busi...
Worked as Public Relations Junior Assistant
at Trusted Wealth Partners (2015-2019)
Email Direct

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Frequently Asked Questions Regarding Trusted Wealth Partners Employees

How many employees does Trusted Wealth Partners have?

Trusted Wealth Partners has 1-10 employees

Who are Trusted Wealth Partners key employees?

Some of Trusted Wealth Partners key employees are Jill Peters

Where is Trusted Wealth Partners located?

Trusted Wealth Partners’s headquarters are located at 16934 Frances St Ste 201, Omaha, Nebraska, 68130, United States

How do I contact Trusted Wealth Partners?

Trusted Wealth Partners Contact Info: Phone number: (402) 502-5700 Website: www.trustedwealthpartners.com

What does Trusted Wealth Partners do?

Trusted Wealth Partners is a financial advisory firm dedicated to helping clients achieve their long-term financial goals through personalized financial planning. They offer a range of services including retirement and estate planning, investment strategies, and tax resources, ensuring that clients receive comprehensive support throughout their fin... Read More

Is Trusted Wealth Partners a public company?

Trusted Wealth Partners is private company therefore does not currently have an official ticker symbol

See more information about Trusted Wealth Partners Employees