FP Wealth Management
Financial Services • 
Lincoln, Nebraska, United States • 1-10 Employees
Company overview
| Headquarters | 770 North Cotner Blvd., Suite 411, Lincoln, Nebraska 68505, US |
| Phone number | +14024547204 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Stocks, Financial Services, Managed Futures, Employee Benefits, Etfs, Wealth Management, Annuities, Bonds, Retirement Planning, Life Insurance, Financial Planning, Investment Advisory, Estate Planning, Mutual Funds, Ira'S, 401K'S |
| Employees | 1-10 |
| Socials |
Key Contact at FP Wealth Management
Bob Fitzsimmons
President, CFP® Professional
FP Wealth Management Email Formats
FP Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@fp-wealth.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@fp-wealth.com | 62.5% |
{first name} | john@fp-wealth.com | 37.5% |
About FP Wealth Management
Working with a financial advisor isn’t just about the numbers, it’s about confidence and having someone looking out for your best interests at all times. At FP Wealth Management, Inc., we believe in offering our clients a full-client service experience. We want them to know their financial success is our first priority. Our team of professionals combines decades of financial industry experience with uncompromising integrity and dedication to customer service. Today, FP Wealth Management, Inc. has grown to a team of five professionals who serve close to 800 households, but we have retained our client-centric approach. The primary focus of our financial services business is wealth management planning for individuals and families. Our wealth management service starts the day you become a client…continues many years into the future…and eventually leads to helping with the estate transfer to the client’s chosen beneficiaries and favorite charities. Today. Tomorrow. Forever. FP Wealth Management, Inc. www.FP-Wealth.com http://twitter.com/FPWealthManage http://facebook.com/FPWealthMangement Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA and SIPC, and a registered investment advisor. Insurance offered through FP Wealth Management Inc., which is not affiliated with SagePoint Financial.
FP Wealth Management revenue & valuation
| Annual revenue | $13,200,000 |
| Revenue per employee | $1,319,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $42,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
FP Wealth Management has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
FP Wealth Management has never raised funding before.
FP Wealth Management Tech Stack
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