Itasca Wealth Email Formats

Financial Services • Edina, Minnesota, United States • 11-20 Employees

Itasca Wealth Email Formats

Itasca Wealth uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@nm.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@nm.com	100%

Key Contacts at Itasca Wealth

Jarrett Yehlen

Co-Founder & Partner

Travis Oertli

Director Of Business Development

Paul Speltz

Director Of Client Services

Company overview

Headquarters	3600 Minnesota Dr, Suite 600, Edina, Minnesota 55435, US
Websites	nm.com itascawealth.nm.com
NAICS	52
Keywords	Wealth Management, Retirement Planning, Executive Benefits Planning, Business Planning, Financial Planning, Education Funding, Risk Management Solutions, Investment Strategies, Long-Term Care Planning, Employee Benefits Planning
Founded	2024
Employees	11-20

About Itasca Wealth

At Itasca Wealth, our primary focus is getting to know YOU and what your goals and aspirations are. We approach every relationship as a partnership and are committed to working together to achieve the best outcomes possible for every client.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Manager

Director

Entry

Employees by Department

Itasca Wealth has 7 employees across 4 departments.

Departments

Number of employees

Funding Data

Itasca Wealth has never raised funding before.

Frequently asked questions

Itasca Wealth is located in Edina, Minnesota, US.

Itasca Wealth was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

Itasca Wealth has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.