Equity Design Group
Financial Services • 
Rib Mountain, Wisconsin, United States • 11-20 Employees
Company overview
| Headquarters | 227521 Harrier Ave, Wausau, WI 54401, US |
| Phone number | +17154498727 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Financial Services, Education Planning, Retirement Planning, Estate Planning, Mutual Funds, Personal Financial Planning, Asset Allocation Models |
| Founded | 1995 |
| Employees | 11-20 |
| Socials |
Key Contacts at Equity Design Group
William Zoromski
Financial Advisor - Co-Owner And Vice-President Of Equity Design Group
Kevin Snow
Cfp®, Financial Advisor - Owner And President Of Equity Design Group.
Angela Peterson
Director Of Client Services
Equity Design Group Email Formats
Equity Design Group uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@equitydesigngroup.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@equitydesigngroup.com | 75% |
{first name}{last name} | johndoe@equitydesigngroup.com | 12.5% |
{last name} | doe@equitydesigngroup.com | 12.5% |
About Equity Design Group
Equity Design Group is a comprehensive financial services firm committed to assisting our clients improve their long-term financial success. We offer a wide range of quality financial products and the advice and expertise of some of the best financial professionals in the industry. We are committed to providing: 1. Expertise: A team of knowledgeable professionals and support staff work as a unit to maximize the resources necessary to provide our clients with financial strategies tailored to their specific goals. We use a proven, one-on-one process to identify and analyze these goals. 2. Quality Products: We offer a wide variety of quality products geared towards creating and preserving financial assets. 3. Unparalleled service: "Service that excels" is our trademark. We are dedicated to providing consistent, responsive service that's underscored by our commitment to our client's best financial interests. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (finra.org) / SIPC (sipc.org). The financial professionals associated with Equity Design Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 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.
Equity Design Group revenue & valuation
| Annual revenue | $10,000,000 |
| Revenue per employee | $910,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $32,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Equity Design Group has 7 employees across 1 departments.
Departments
Number of employees
Funding Data
Equity Design Group has never raised funding before.
Equity Design Group Tech Stack
Discover the technologies and tools that power Equity Design Group's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Search engines
Security
Maps
JavaScript libraries
CDN
JavaScript libraries
Analytics
Marketing automation
Security
JavaScript frameworks
Analytics
Spain
United Kingdom
Italy
Hong Kong
Frequently asked questions
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