Discovery Financial Centers
Financial Services • 
Red Wing, Minnesota, United States • 11-20 Employees
Company overview
| Headquarters | 307 Dakota Street, Red Wing, MN 55066, US |
| Phone number | +16513889594 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Insurance, Financial Planning, Retirement |
| Founded | 1992 |
| Employees | 11-20 |
| Socials |
Key Contact at Discovery Financial Centers
Michele Carlson
Director Of Client Service
Discovery Financial Centers Email Formats
Discovery Financial Centers uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@discoveryfinancial.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@discoveryfinancial.com | 57.1% |
{first name}{last name} | johndoe@discoveryfinancial.com | 42.9% |
About Discovery Financial Centers
Established in 1992, Discovery Financial is comprised of 18 advisors in 9 locations across the southern Twin Cities Metro area, southeastern Minnesota, and western Wisconsin. Headquartered in Red Wing, MN, Discovery Financial is a leading OSJ with LPL Financial. Our mission is to be the firm of choice for people seeking personal financial advice and wealth management—and we want advisors to join us. Our job is to deliver results for not only our clients but also our advisors. We have learned over the years that challenges are better met as a team than on our own. We are here to help you effectively manage the next step in your business whether that is transition, growing your practice, or planning your succession strategy. In addition to the knowledge and support of Discovery Financial, we also bring the expertise, size, and scale of LPL Financial. Joining more than 16,000 other LPL advisors may seem overwhelming, but we help our advisors navigate the process with personalized assistance, communications, and access to resources available through our partnership with LPL. E-mail Cody Buck at cbuck@discoveryfinancial.com or call 651-388-9594 to learn more about how joining Discovery Financial. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC sipc.org. 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 and completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AK,AL,AR,AZ,CA,CO,CT,FL,GA,HI,IA,ID,IL,IN,KS,KY,MA,MD,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,RI,SC,SD,TN,TX,VA,WA,WI,WV See more at: http://www.discoveryfinancial.com/
Discovery Financial Centers revenue & valuation
| Annual revenue | $21,300,000 |
| Revenue per employee | $1,772,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $68,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Discovery Financial Centers has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Discovery Financial Centers has never raised funding before.
Discovery Financial Centers Tech Stack
Discover the technologies and tools that power Discovery Financial Centers's digital infrastructure, from frameworks to analytics platforms.
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CanadaFrequently asked questions
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