Asset Strategies Revenue
Financial Services • 
Gretna, Nebraska, United States • 21-50 Employees
Asset Strategies revenue & valuation
| Annual revenue | $2,737,760 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $8,800,000 |
| Total funding | No funding |
Key Contacts at Asset Strategies
Justin Widick
Owner
Chadd Hoeft
Co-Founder & Financial Advisor
Sherry Sheehan
Director Of Operations
Sarah Nigro
Director Of Operations
Tim Merrill
Owner
Company overview
| Headquarters | 14450 Meadows Blvd, Suite 1, Omaha, Nebraska 68138, US |
| Phone number | +14029334642 |
| Websites | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Investments, Financial Planning, Mutual Funds, Financial Advisor, 401K Rollover, Money Management, Roth Ira, Smartvestor Pro, Client Assets, College Savings 529 Plan, Current 401K Management, Education Savings Plan, Fee-Based Investment, Financial Peace University, Traditional Ira, Investment Building |
| Founded | 2002 |
| Employees | 21-50 |
| Socials |
Asset Strategies Email Formats
Asset Strategies uses 1 email format. The most common is {2char} (e.g., {2char}@assetstrategies.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{2char} | {2char}@assetstrategies.com | 100% |
About Asset Strategies
Asset Strategies was co-founded by Chadd Hoeft & Justin Widick in 2002 with a specific vision on how to manage clients’ assets. We believe that each client’s situation is different and the independent advisor can serve them better. When you come to Asset Strategies, we want to make you feel at home. From the warm reception when you walk in to the personalized meeting with your advisor along with the ongoing assistance from the team, Asset Strategies wants to make sure we are meeting your needs. We believe there are three key components to a successful financial planning relationship; trust, knowledge, and advisors that truly care about your success. Your situation is unique, begin your journey with Asset Strategies today, start living financially free and continue to build your legacy for tomorrow! Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA and SIPC. The information contain in this e-mail message is being transmitted to and is intended for the use of only in the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete. SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Asset Strategies has 8 employees across 2 departments.
Departments
Number of employees
Funding Data
Asset Strategies has never raised funding before.
United Kingdom
United Arab Emirates
Frequently asked questions
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