


Ackerman Financial Group
Financial Services • Clearwater, Florida, United States • 11-20 Employees
Company overview
| Headquarters | 1212 Court Street, #A, Clearwater, Florida 33756, US |
| Website | |
| NAICS | 52 |
| 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 |
| Employees | 11-20 |
Key Contacts at Ackerman Financial Group
Jake Ackerman
Owner & Investment Manager
Kimberlee Dekrey
Marketing Director
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.
| Format | Example | Percentage |
|---|---|---|
{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.
Ackerman Financial Group revenue & valuation
| Annual revenue | $1,197,770 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
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
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