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Ackerman Financial Group

Ackerman Financial Group

Financial ServicesFlag of USClearwater, Florida, United States11-20 Employees

Company overview

Headquarters1212 Court Street, #A, Clearwater, Florida 33756, US
Website
NAICS52
Keywords
Comprehensive Financial Planning, Insurance Planning, Wealth Management, Retirement Planning, Investment Consulting, Social Security Analysis, Advanced Portfolio Analytics, Tax-Sensitive Investing, Single Stock Risk Management
Employees11-20

Key Contacts at Ackerman Financial Group

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Jake Ackerman

Owner & Investment Manager

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Kimberlee Dekrey

Marketing Director

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Pleasant T Middelhof

Director Of Client Relations

Ackerman Financial Group Email Formats

Ackerman Financial Group uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@ackermanfg.com), used 50% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@ackermanfg.com
50%
{first name}.{last name}
john.doe@ackermanfg.com
50%

About Ackerman Financial Group

Ackerman Financial Group is a firm with over 33 years of combined wealth management retirement planning, & tax planning experience. We provide hand-tailored retirement & tax planning for pre-retirees and for those who are seeking predictable income streams. Our purpose is to help you: -Retire on your terms. -Plan to retire at the age that you want. -Track your progress to get you to your retirement goals. -Outpace the cost of living, which is at a 4 decade high. Do not outlive your savings. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Ackerman Financial Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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Ackerman Financial Group revenue & valuation

Annual revenue$1,197,770
Revenue per employee$86,000
Estimated valuation?$3,900,000
Total fundingNo funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Manager
Director

Employees by Department

Ackerman Financial Group has 9 employees across 1 departments.

Departments

Number of employees

Funding Data

Ackerman Financial Group has never raised funding before.

Frequently asked questions

Ackerman Financial Group is located in Clearwater, Florida, US.
Ackerman Financial Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

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