


Foster Klima & Company Revenue
Financial Services • Minnetonka, Minnesota, United States • 51-100 Employees
Foster Klima & Company revenue & valuation
| Annual revenue | $7,270,835 |
| Revenue per employee | $101,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $23,300,000 |
| Total funding | No funding |
Key Contacts at Foster Klima & Company
Doug Flink
Ceo
Carmen Campana
Managing Director
Chris Filibeck
Managing Director
Shane Wolden
Director Of Wealth Management
Linda Bartlett
Director, Business Markets
Company overview
| Headquarters | 10900 Wayzata Blvd, Suite 730, Minnetonka, Minnesota 55305, US |
| Phone number | +16127462200 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Stocks, Employee Benefits, IRA, Annuities, College Planning, Bonds, Retirement Planning, Financial Planning, Estate Planning, Mutual Funds, Debt Elimination, Profit Sharing, Charitable Giving, Buy-Sell Agreements, Brokerage Accounts, Exit & Succession Planning, Individual / Business Strategies, Wealth Protection And Maximization |
| Founded | 1860 |
| Employees | 51-100 |
| Socials |
Foster Klima & Company Email Formats
Foster Klima & Company uses 4 email formats. The most common is {first initial}_{last name} (e.g., j_doe@fosterklima.com), used 54.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}_{last name} | j_doe@fosterklima.com | 54.2% |
{first name}_{last name} | john_doe@fosterklima.com | 25% |
{first initial}.{last name} | j.doe@fosterklima.com | 12.5% |
{first name}.{last name} | john.doe@fosterklima.com | 8.3% |
About Foster Klima & Company
Our vision is to Inspire and Empower Caring, Responsible Individuals to take control of their Financial Future and build more Spendable Wealth. Listening to you, Understanding your unique financial situation and providing Advice. The Living Confidently Mission To empower you to learn more about financial concepts, take ownership of your decision making, and prepare for your future. We seek to be your go-to educational resource for the tools you need to achieve a state of financial and emotional well-being. Creating Financial Confidence We start with what’s most important to YOU. From there, with your input, we individually tailor every plan to align with your vision, no matter how simple or complex. We commit to ongoing reviews in order to stay current with your needs. How do you benefit? Whether planning personally or for small businesses, our firm has experience in many areas; from basic individual planning up to complex Business Transition strategies. When you engage with a financial professional at Foster Klima, they can tap into the necessary experience to best serve your needs. Meanwhile, you can continue to grow your business or create more quality time with your family. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult with your tax, legal, or accounting professional regarding your individual situation. Foster Klima & Company, Inc. is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 10900 Wayzata Blvd, Suite 730, Minnetonka, MN 55305; 612-746-2200. PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. 2024-174432 Exp. 5/26 © 2020 Foster Klima & Company
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Foster Klima & Company has 32 employees across 5 departments.
Departments
Number of employees
Funding Data
Foster Klima & Company has never raised funding before.
Foster Klima & Company Tech Stack
Discover the technologies and tools that power Foster Klima & Company's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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