Endeavr Financial Planning & Wealth Management

Financial Services • Minnetonka, Minnesota, United States • 1-10 Employees

Company overview

Headquarters	601 Carlson Pkwy, Suite 925, Minnetonka, Minnesota 55305, US
Phone number	+16124055059
Website	endeavrwealth.com
NAICS	52
Keywords	Wealth Management, Retirement Planning, Financial Planning, Investment Strategies
Founded	2023
Employees	1-10

Key Contact at Endeavr Financial Planning & Wealth Management

Trevor Campbell

Director of Financial Planning & Operations

Endeavr Financial Planning & Wealth Management Email Formats

Endeavr Financial Planning & Wealth Management uses 2 email formats. The most common is {first name} (e.g., john@endeavrwealth.com), used 75% of the time.

Format	Example	Percentage
{first name}	john@endeavrwealth.com	75%
{first initial}	j@endeavrwealth.com	25%

About Endeavr Financial Planning & Wealth Management

Empowered by independence and guided by conviction, Endeavr delivers premium investment management and customized financial planning designed to help clients achieve lasting success. We take the time to understand your unique goals and values, creating strategies that are customized, non-proprietary, and built on trust. Our mission is to reduce risks, bring clarity to complex decisions, and remove financial stress so you can focus on what matters most — pursuing your Endeavr with confidence. Explore how our tailored approach can bring clarity to your financial journey. Securities offered through LPL Financial, member SIPC https://www.sipc.org/. Investment advice offered through Great Valley Advisor Group, an SEC-registered investment adviser. Endeavr Financial Planning & Wealth Management and Great Valley Advisor Group are separate entities from LPL Financial. 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. For a list of states in which I am registered to do business, please visit www.endeavrwealth.com

Endeavr Financial Planning & Wealth Management revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Endeavr Financial Planning & Wealth Management has never raised funding before.

Endeavr Financial Planning & Wealth Management Tech Stack

Discover the technologies and tools that power Endeavr Financial Planning & Wealth Management's digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

Video players

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

PHP

Programming languages

Calendly

Appointment scheduling

Open Graph

Miscellaneous

All in One SEO Pack

SEO

Site Kit

Analytics

WordPress

Blogs

Frequently asked questions

Endeavr Financial Planning & Wealth Management is located in Minnetonka, Minnesota, US.

You can reach Endeavr Financial Planning & Wealth Management at +16124055059.

Endeavr Financial Planning & Wealth Management was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Endeavr Financial Planning & Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Endeavr Financial Planning & Wealth Management

Trevor Campbell

Director of Financial Planning & Operations

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