Chisholm Trail Financial Group
Financial Services • 
Round Rock, Texas, United States • 11-20 Employees
Company overview
| Headquarters | 109 S Harris St. #220, Round Rock, TX 78664, US |
| Phone number | +15126717527 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Financial Education, Insurance, Financial Planning |
| Employees | 11-20 |
| Socials |
Key Contact at Chisholm Trail Financial Group
Katie Dennis
Director Of Operations
Chisholm Trail Financial Group Email Formats
Chisholm Trail Financial Group uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@chisholmtrailfinancial.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@chisholmtrailfinancial.com | 60% |
{last name}{last name} | doedoe@chisholmtrailfinancial.com | 26.7% |
{first name}{last name} | johndoe@chisholmtrailfinancial.com | 13.3% |
About Chisholm Trail Financial Group
Chisholm Trail Financial Group is a full-service financial services firm. We use a six-stage process for the customization, implementation, and monitoring of each and every client. This process is driven by stewardship principles that promote four core values of protection, independence, dignity, and legacy. As advocates for our clients, their families, and their business partners, we provide financial education to help them discover opportunities and address potential blind spots. Our strong, in-house support team includes a comprehensive list of specialists who enable us to provide personalized solutions for creating, managing, and distributing wealth. Registered associates of Chisholm Trail Financial Group are registered representatives of Lincoln Financial Securities Corp. Investments and advisory services offered through Lincoln Financial Securities Corp., Member SIPC. Branch Office: 109 South Harris Street, Suite 220, Round Rock, TX 78664. Chisholm Trail Financial Group is not an affiliate of Lincoln Financial Securities.
Chisholm Trail Financial Group revenue & valuation
| Annual revenue | $1,711,100 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Chisholm Trail Financial Group has 7 employees across 2 departments.
Departments
Number of employees
Funding Data
Chisholm Trail Financial Group has never raised funding before.
Chisholm Trail Financial Group Tech Stack
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Miscellaneous
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