Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services

Financial Services • • 21-50 Employees

Company overview

Headquarters	XX
Website	cardinalpointefinancialgroup.com
NAICS	52
Keywords	Retirement Planning, Investment Management, Insurance, Charitable Giving, Tax Planning Strategies, Business Retirement Plans, Estate Planning Strategies, Intergenerational Planning, Executive Compensation And Benefit Strategies, Military Financial Advisor, Small Business Retirement Income, Wealth Preservation Strategies
Employees	21-50

Key Contacts at Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services

Lauren Wincott

Director Of Marketing

Christa Knollman

Director Of Advisor Development

Carlton Derek Head

Director Of Investments

Lauryn Harbour

Director Of Operations

Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services Email Formats

Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@ampf.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@ampf.com	100%

About Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services

Our mission is to help our clients navigate through life's journey - the celebrations and the challenges - by delivering comprehensive financial advice with integrity. We aim to inspire confidence, simplify the path to goal achievement, and make a positive impact for future generations. Louisville: 408 Blankenbaker Parkway Suite 100 Louisville, KY 40243 (502) 489-6900 Dayton: 7887 Washington Village Drive Suite 200 Dayton, OH 45459 (937) 458-0220 Fairfax: 3050 Chain Bridge Road Suite 101 Fairfax, VA 22030 (703) 255-7091 Florence: 7310 Turfway Road Suite 550 Florence, KY 41042 (859) 344-7460 Lexington: 250 W. Main Street Suite 2530 Lexington, KY 40507 (859)286-5554 New Albany: 4104 Charlestown Road New Albany, IN 47150 (812) 944-9360 Sierra Vista: 5000 E. Mediterranean Drive Suite A Sierra Vista, AZ 85635 (520) 452-9988 Tucson: 5210 E. Williams Circle Suite 130 Tucson, AZ 85711 (520) 327-3299 Please visit: http://www.ameriprise.com/social for important rules and disclosures about how we can interact on social media.

Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services revenue & valuation

Annual revenue	$2,138,875
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$6,900,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Director

Employees by Department

Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services has 17 employees across 3 departments.

Departments

Number of employees

Funding Data

Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services has never raised funding before.

Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services Tech Stack

Discover the technologies and tools that power Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Web servers

Frequently asked questions

Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services is located in XX.

Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.