Derse Morgen Financial Advisors Revenue

Financial Services • Huntersville, North Carolina, United States • 1-10 Employees

Derse Morgen Financial Advisors revenue & valuation

Annual revenue	$3,124,687
Revenue per employee	$521,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$10,000,000
Total funding	No funding

Key Contact at Derse Morgen Financial Advisors

Rebekah Miller

Director Of Client Services And Operations

Company overview

Headquarters	11330 Vanstory Drive, Suite 114E, Huntersville, NC 28078, US
Phone number	+17048970487
Website	dersemorgen.com
NAICS	52
SIC	628
Keywords	Investment Planning, Wealth Management, Retirement Planning
Founded	2005
Employees	1-10
Socials

Derse Morgen Financial Advisors Email Formats

Derse Morgen Financial Advisors uses 2 email formats. The most common is {first initial}{last name}{last name}{last name} (e.g., jdoedoedoe@dersemorgen.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}{last name}{last name}	jdoedoedoe@dersemorgen.com	66.7%
{first name}{last name}	johndoe@dersemorgen.com	33.3%

About Derse Morgen Financial Advisors

Derse Morgen Financial Advisors is an independent financial planning firm that offers investment advisory services located in Lake Norman, NC. We advise individuals and families who seek to simplify their financial life and make smart decisions with their money by partnering with an experienced independent financial advisor. We also provide advice to businesses and business owners regarding retirement planning, business retirement and succession planning, as well as tax and estate planning. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC. Insurance Services offered through Derse Morgen which is not affiliated with Woodbury Financial Services, Inc.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Senior

Employees by Department

Derse Morgen Financial Advisors has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Derse Morgen Financial Advisors has never raised funding before.

Derse Morgen Financial Advisors Tech Stack

Discover the technologies and tools that power Derse Morgen Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Acuity Scheduling

Appointment scheduling

HSTS

Security

Open Graph

Miscellaneous

FancyBox

JavaScript libraries

Datadog

Analytics

Google Analytics

Analytics

Frequently asked questions

Derse Morgen Financial Advisors is located in Huntersville, North Carolina, US.

You can reach Derse Morgen Financial Advisors at +17048970487.

Derse Morgen Financial Advisors generates an estimated annual revenue of $3,124,687. This revenue figure reflects the company's market position and business performance in its industry.

Derse Morgen Financial Advisors has an estimated valuation of $10,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Derse Morgen Financial Advisors was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

Derse Morgen Financial Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Derse Morgen Financial Advisors

Rebekah Miller

Director Of Client Services And Operations

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