


Premier Investments & Wealth Management
Investment Management • 3600 1st Avenue NE, Suite 100, United States • 11-20 Employees
Company overview
| Headquarters | 3600 1st Avenue NE, Suite 100, Cedar Rapids, Iowa 52402-4831, US |
| Phone number | +18003836590 |
| Websites | |
| NAICS | 5231 |
| Founded | 1989 |
| Employees | 11-20 |
| Socials |
Key Contact at Premier Investments & Wealth Management
Roger Abel
President & Wealth Advisor
Premier Investments & Wealth Management Email Formats
Premier Investments & Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@premieriwm.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@premieriwm.com | 62.5% |
{first name}.{last name} | john.doe@premieriwm.com | 37.5% |
About Premier Investments & Wealth Management
For over 30 years, Premier Investments & Wealth Management has been helping our clients pursue their financial goals. Premier was started as Financial Seminars, Inc. In it's beginning, the company was focused on providing education and assistance for the Iowa Public Employees' Retirement System (IPERS). While the company has since expanded to a full service financial planning firm serving clients across the United States, our roots in education have continued. Our financial professionals believe that providing education to our clients is an important part of the planning process. We strive to help our clients gain confidence on their pursuit to financial freedom. The financial professionals at Premier Investments & Wealth Management work with their clients to develop strategies for investing, retirement income, insurance, risk management, and estate planning. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Premier Investments & Wealth Management revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Premier Investments & Wealth Management has 2 employees across 1 departments.
Departments
Number of employees
Funding Data
Premier Investments & Wealth Management has never raised funding before.
Frequently asked questions
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