Fundamental Wealth Designs
Financial Services โข 
North Oaks, Minnesota, United States โข 1-10 Employees
Company overview
| Headquarters | 100 Village Center Dr, North Oaks, Minnesota 55127, US |
| Phone number | +16514616151 |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Tax Planning, Pensions, Annuities, Life Insurance, Investment Management, Legacy Planning, Retirement Income Planning, Long-Term Care, Ira Rollovers, Roth Iras, 401K Rollovers, IUL, Roth Conversions |
| Employees | 1-10 |
| Socials |
Key Contacts at Fundamental Wealth Designs
Kendra Jensen
Director Of Operations
Kendra Ryder
Director Of Marketing And Client Engagement
Fundamental Wealth Designs Email Formats
Fundamental Wealth Designs uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@fundamentalwd.com), used 70% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@fundamentalwd.com | 70% |
{first initial} | j@fundamentalwd.com | 20% |
{first initial}.{last name} | j.doe@fundamentalwd.com | 10% |
About Fundamental Wealth Designs
At Fundamental Wealth Designs, we put time and care into our process to best impact our clientโs success in retirement. Our goal is to provide our clients with holistic financial guidance and strategies tailored to their unique needs and circumstances, helping them achieve financial peace of mind throughout the journey. Our team is dedicated to collaborating with our clients and helping them implement their vision of retirement and make it a reality. ๐๐ณ ๐๐ผ๐ ๐ฎ๐ฟ๐ฒ ๐ฟ๐ฒ๐๐ถ๐ฟ๐ฒ๐ฑ ๐ผ๐ฟ ๐ฎ๐ฝ๐ฝ๐ฟ๐ผ๐ฎ๐ฐ๐ต๐ถ๐ป๐ด ๐ฟ๐ฒ๐๐ถ๐ฟ๐ฒ๐บ๐ฒ๐ป๐, we are here to help you gain financial independence in the following areas: โ๏ธ RETIREMENT INCOME PLANNING โ๏ธ TAX PLANNING โ๏ธ RISK MANAGEMENT โ๏ธ LEGACY PLANNING โ๏ธ INVESTMENT MANAGEMENT Youโve worked hard for your money; now itโs time for your money to work for you. Contact us: https://linktr.ee/fundamentalwd (651) 461-6151 Info@FundamentalWD.com DISCLOSURE Investment advisory services offered through Foundations Investment Advisors, LLC (โFoundationsโ), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
Fundamental Wealth Designs revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Fundamental Wealth Designs has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
Fundamental Wealth Designs has never raised funding before.
Fundamental Wealth Designs Tech Stack
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Slovenia
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Frequently asked questions
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