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Premier Investments & Wealth Management

Premier Investments & Wealth Management

Investment ManagementFlag of US3600 1st Avenue NE, Suite 100, United States11-20 Employees

Company overview

Headquarters3600 1st Avenue NE, Suite 100, Cedar Rapids, Iowa 52402-4831, US
Phone number+18003836590
Websites
NAICS5231
Founded1989
Employees11-20
Socials

Key Contact at Premier Investments & Wealth Management

Flag of US

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.

FormatExamplePercentage
{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.

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Premier Investments & Wealth Management revenue & valuation

Annual revenue$941,105
Revenue per employee$86,000
Estimated valuation?$3,100,000
Total fundingNo funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Manager
Vice President
Entry

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

Premier Investments & Wealth Management is located in 3600 1st Avenue NE, Suite 100, US.
You can reach Premier Investments & Wealth Management at +18003836590.
Premier Investments & Wealth Management was founded in 1989, making it 37 years old. The company has established itself as a significant player in its industry over this time.
Premier Investments & Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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