KDI Wealth Management Email Formats
Financial Services • 
Scottsdale, Arizona, United States • 11-20 Employees
KDI Wealth Management Email Formats
KDI Wealth Management uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
Key Contact at KDI Wealth Management
Carrie Dick
President, Wealth Advisor
Company overview
| Headquarters | 8901 E Pima Center Pkwy, 205, Scottsdale, Arizona 85258, US |
| Phone number | +14179592 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Exit Planning, Wealth Planning, Asset Management Specialists, Retirement Plans Specialists |
| Founded | 2005 |
| Employees | 11-20 |
| Socials |
About KDI Wealth Management
KDI Wealth Management has been providing the guidance you need to help you pursue your goals since 2005. We offer you a wide range of financial planning and investment strategies. Our primary focus is always on you. We provide exceptional service and personal attention. We seek to identify your uniqueness, so everything we do is committed to meeting your specific values and life goals. Our success comes from helping you get where you want to be in life. Working in partnership, we provide options and seek solutions with you, not for you. Solving problems. Helping you clarify your goals. Freeing up your time so you can do what you want to do. This is our purpose. Peer-to-peer advising to make your wealth feel effortless. Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). KDI Wealth Management, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). https://www.kestrafinancial.com/disclosures KDI Wealth Management 8901 E Pima Center Pkwy, Ste 205 Scottsdale, AZ 85258
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
KDI Wealth Management has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
KDI Wealth Management has never raised funding before.
KDI Wealth Management Tech Stack
Discover the technologies and tools that power KDI Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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