


McDowell Financial Group Revenue
Insurance • Sioux Falls, South Dakota, United States • 1-10 Employees
McDowell Financial Group revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Insurance industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Key Contact at McDowell Financial Group
Sandra Klatt
Vice President of Operations
Company overview
| Headquarters | 609 E Tan Tara Circle, Suite 101, Sioux Falls, South Dakota 57108, US |
| Phone number | +136286503 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1987 |
| Employees | 1-10 |
McDowell Financial Group Email Formats
McDowell Financial Group uses 2 email formats. The most common is {first initial} (e.g., j@mcdowellfinancial.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@mcdowellfinancial.com | 66.7% |
{first initial}{last name} | jdoe@mcdowellfinancial.com | 33.3% |
About McDowell Financial Group
McDowell Financial Group is focused on estate and business succession planning strategies for successful individuals and their families. In conjunction with our clients' other trusted advisors, we develop tax efficient strategies to help our clients ensure their financial legacies. As a member of M Financial, McDowell Financial Group is one of a select group of elite firms that benefit from M Financial's unique competitive advantages. Disclosures: Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. McDowell Financial Group is independently owned and operated. • Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. • The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. Tom CA Insurance License 0721905 Olivia CA Insurance License 4105843
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
McDowell Financial Group has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
McDowell Financial Group has never raised funding before.
McDowell Financial Group Tech Stack
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