Wealth Strategies Financial Group Revenue and Competitors
Estimated Revenue & Valuation
- Wealth Strategies Financial Group's estimated annual revenue is currently $3.8M per year.
- Wealth Strategies Financial Group's estimated revenue per employee is $147,000
Employee Data
- Wealth Strategies Financial Group has 26 Employees.
- Wealth Strategies Financial Group grew their employee count by -13% last year.
Wealth Strategies Financial Group's People
Name | Title | Email/Phone |
---|---|---|
1 | President & CEO | Reveal Email/Phone |
2 | Director/Financial Advisor | Reveal Email/Phone |
3 | Sales Director | Reveal Email/Phone |
4 | Director Compliance | Reveal Email/Phone |
5 | Financial Advisor | Reveal Email/Phone |
6 | Financial Advisor | Reveal Email/Phone |
7 | Financial Advisor | Reveal Email/Phone |
8 | Controller | Reveal Email/Phone |
9 | Financial Advisor | Reveal Email/Phone |
10 | Financial Advisor | Reveal Email/Phone |
Wealth Strategies Financial Group Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $24.8M | 118 | -2% | N/A | N/A |
#2 | $3.5M | 24 | -14% | N/A | N/A |
#3 | $0.1M | 6 | 20% | N/A | N/A |
#4 | $8.4M | 50 | 0% | N/A | N/A |
#5 | $8.4M | 50 | 43% | N/A | N/A |
#6 | $0.1M | 1 | -50% | N/A | N/A |
#7 | $8.1M | 48 | 33% | N/A | N/A |
#8 | $1.5M | 12 | N/A | N/A | N/A |
#9 | $27.3M | 130 | 5% | N/A | N/A |
#10 | $120.8M | 460 | 16% | N/A | N/A |
What Is Wealth Strategies Financial Group?
At Wealth Strategies Financial Group, our goal is to develop and maintain a professional business atmosphere in our agency, with a focus on high ethical standards. We take pride on being able to recruit experienced professional sales team for our clients, while developing marketing plans to help our representatives reach their career goals. Our agency strives to provide excellent service, specially focused on quality customer contact. We aim at becoming a lifetime resource for each and every one of our clients. Our advisors are motivated every day to do what they can to help people succeed in their professional, financial and personal lives. We enjoy coaching others as they navigate life’s ups and downs to help them come out as winners. Wealth Strategies Financial Group is built on these motivations. Through a highly individualized and comprehensive approach, our unified vision is to become lifetime resources for clients, putting them at the center of all that we do. Our firm values civic service and volunteerism within the community, and are involved in organizations such as the Arthritis Foundation, Habitat for Humanity and the Alzheimer’s Association. Certain individuals associated with Wealth Strategies Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securianâ€), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Wealth Strategies Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. Wealth Strategies Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.
keywords:N/AN/A
Total Funding
26
Number of Employees
$3.8M
Revenue (est)
-13%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $5.3M | 26 | -48% | N/A |
#2 | $3.7M | 26 | 63% | N/A |
#3 | $6M | 26 | 8% | N/A |
#4 | $4.9M | 26 | 0% | N/A |
#5 | $3M | 26 | -4% | N/A |