Myklebust, Horne and Fies Financial Group Revenue

Financial Services • Mequon, Wisconsin, United States • 11-20 Employees

Myklebust, Horne and Fies Financial Group revenue & valuation

Annual revenue	$1,539,990
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,000,000
Total funding	No funding

Key Contacts at Myklebust, Horne and Fies Financial Group

Barry Fies

Wealth Management Advisor, Founder And Partner

Hans Myklebust

Wealth Management Advisor, Founder And Partner

Mary Otto

Director Of Client Services

Kelly Rushman

Director Of Client Services

Company overview

Headquarters	12200 n Corporate Pkwy, Mequon, Wisconsin 53092, US
Phone number	+17734420938
Website	nm.com
NAICS	52
Keywords	Insurance Planning, Investment Management, Estate And Legacy Planning, Social Security Analysis, Retirement Income And Distribution Planning, Roth Conversion Strategies, Tax-Efficiency Concepts
Employees	11-20
Socials

Myklebust, Horne and Fies Financial Group Email Formats

Myklebust, Horne and Fies Financial Group uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@nm.com), used 93.3% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@nm.com	93.3%
{first name}.{last name}	john.doe@nm.com	6.7%

About Myklebust, Horne and Fies Financial Group

Myklebust, Horne & Fies Financial Group is a premier wealth- and retirement-management practice. Our experienced advisors excel at managing clients’ assets while enhancing tax efficiencies of their retirement and estates. We take a comprehensive approach to achieving robust and resilient retirement readiness for our clients. We are powered by a belief that comprehensive, strategic planning is the best preparation for unwinding your hard-earned retirement savings. At Myklebust, Horne & Fies, we strive to leave our clients feeling secure and ready for the future.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Founder/Owner

Employees by Department

Myklebust, Horne and Fies Financial Group has 11 employees across 3 departments.

Departments

Number of employees

Funding Data

Myklebust, Horne and Fies Financial Group has never raised funding before.

Frequently asked questions

Myklebust, Horne and Fies Financial Group is located in Mequon, Wisconsin, US.

You can reach Myklebust, Horne and Fies Financial Group at +17734420938.

Myklebust, Horne and Fies Financial Group generates an estimated annual revenue of $1,539,990. This revenue figure reflects the company's market position and business performance in its industry.

Myklebust, Horne and Fies Financial Group has an estimated valuation of $5,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Myklebust, Horne and Fies Financial Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Myklebust, Horne and Fies Financial Group

Barry Fies

Wealth Management Advisor, Founder And Partner

Hans Myklebust

Wealth Management Advisor, Founder And Partner

Mary Otto

Director Of Client Services

Kelly Rushman

Director Of Client Services

4.8

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