Five Nine Wealth Management Revenue
Financial Services • 
Oconomowoc, Wisconsin, United States • 1-10 Employees
Five Nine Wealth Management revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Key Contact at Five Nine Wealth Management
Tim Schlosser
Director Of Wealth Management Operations, Svp
Company overview
| Headquarters | 1300 Summit Ave., Ste. #203, Oconomowoc, Wisconsin(WI) 53066, US |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
Five Nine Wealth Management Email Formats
Five Nine Wealth Management uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@bankfivenine.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@bankfivenine.com | 100% |
About Five Nine Wealth Management
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you address your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I can help provide you with a new level of attention, insight and capability. Contact me to discuss your financial future. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). www.finra.org, www.sipc.org. Insurance products are offered through LPL or its licensed affiliates. Bank Five Nine and Five Nine Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Five Nine Wealth Management, and may also be employees of Bank Five Nine These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bank Five Nine or Five Nine Wealth Management. Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. For a list of states in which we are registered to do business, please visit www.fiveninewm.com. The LPL Financial registered representatives associated with this website 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.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Five Nine Wealth Management has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Five Nine Wealth Management has never raised funding before.
Five Nine Wealth Management Tech Stack
Discover the technologies and tools that power Five Nine Wealth Management's digital infrastructure, from frameworks to analytics platforms.
Hosting
Programming languages
Hosting
Blogs
Databases
United Arab Emirates
United Kingdom
Ireland
Australia
Frequently asked questions
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