Heimensen Wealth Advisors Revenue

Financial Services • Rock Rapids, Iowa, United States • 1-10 Employees

Heimensen Wealth Advisors revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Heimensen Wealth Advisors

Corey Heimensen

President and Financial Advisor

Company overview

Headquarters	201 SOUTH STORY STREET, ROCK RAPIDS, IA 51246, US
Phone number	+17124723095
Website	heimensenwealth.com
NAICS	52
SIC	628
Keywords	Risk Management, Tax Planning, Portfolio Management, Financial Planning, Estate Planning, Private Trust Services
Employees	1-10
Socials

Heimensen Wealth Advisors Email Formats

Heimensen Wealth Advisors uses 2 email formats. The most common is {first initial} (e.g., j@heimensenwealth.com), used 80% of the time.

Format	Example	Percentage
{first initial}	j@heimensenwealth.com	80%
{first name}	john@heimensenwealth.com	20%

About Heimensen Wealth Advisors

We are an independent financial advisory firm with a mission to help clients simplify the complex, provide a calming voice during turbulent times, and be there when you need us most. Since our inception in 1999, Corey Heimensen, AIF has led a financial planning practice that oversees and coordinates the financial affairs of families and individuals both locally and around the country. Our relentless focus on clients is demonstrated through three core principles: Actionable Insights, Straight-forward Planning, and World Class Service Follow Corey's WIN Podcast to stay up to date on WHAT'S IMPORTANT NOW: https://www.heimensenwealth.com/win-podcast. To learn more about Heimensen Wealth Advisors, please visit https://www.heimensenwealth.com/ --- Please website for full disclosures. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Securities offered through Securities America, Inc., Member FINRA/SIPC and Advisory Services offered through Securities America Advisors, Inc. Heimensen Wealth Advisors and Securities America are separate and unrelated companies. Securities America and its representatives do not provide tax or legal advice.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Heimensen Wealth Advisors has never raised funding before.

Heimensen Wealth Advisors Tech Stack

Discover the technologies and tools that power Heimensen Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Amazon S3

CDN

Frequently asked questions

Heimensen Wealth Advisors is located in Rock Rapids, Iowa, US.

You can reach Heimensen Wealth Advisors at +17124723095.

Heimensen Wealth Advisors generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Heimensen Wealth Advisors has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Heimensen Wealth Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Heimensen Wealth Advisors

Corey Heimensen

President and Financial Advisor

4.8

40,000 users