DSB Rock Island Wealth Management
Financial Services • 
8000 78th St W, 415, United States • 11-20 Employees
Company overview
| Headquarters | 8000 78th St W, 415, Edina, Minnesota 55439, US |
| Phone number | +19522361755 |
| Website | |
| NAICS | 52 |
| Keywords | IRA, Life Insurance, Retirement Planning, Annuities, Long Term Care Insurance, 401K Plans, Business Investing, Individual Investing |
| Employees | 11-20 |
| Socials |
Key Contact at DSB Rock Island Wealth Management
Nancy Stanger
Marketing Director
DSB Rock Island Wealth Management Email Formats
DSB Rock Island Wealth Management uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@dsb-rockislandwm.com), used 86.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@dsb-rockislandwm.com | 86.7% |
{first initial}{last name} | jdoe@dsb-rockisland.com | 13.4% |
About DSB Rock Island Wealth Management
Financial planning is an intensely personal service. There is no such thing as a one size fits all plan. Every client is unique. Every dream is unique. Every future is precious. At DSB Rock Island Wealth Management, we serve with the understanding that every client deserves a customized financial plan tailored to their individual vision, values and goals. Our niche is in building the right plan; one client at a time. For a list of states in which DSB Rock Island Wealth Management is registered to do business, please visit: https://www.dsb-rockisland.com/wealth-management/ Securities offered through LPL Financial, Member FINRA (finra.org)/SIPC (sipc.org). Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and LPL are separate entities. 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 or completeness.
DSB Rock Island Wealth Management revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
DSB Rock Island Wealth Management has 6 employees across 2 departments.
Departments
Number of employees
Funding Data
DSB Rock Island Wealth Management has never raised funding before.
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