Puzzle Wealth Solutions, LLC® Email Formats
Financial Services • 
Schaumburg, Illinois, United States • 11-20 Employees
Puzzle Wealth Solutions, LLC® Email Formats
Puzzle Wealth Solutions, LLC® uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@puzzlewealth.com), used 78.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@puzzlewealth.com | 78.6% |
{first initial}.{last name} | j.doe@puzzlewealth.com | 21.4% |
Key Contacts at Puzzle Wealth Solutions, LLC®
John Klaas
Chief Executive Officer
Mark Gorman
Director - Trading
Robert Davit
Managing Director
Company overview
| Headquarters | 1901 N Roselle Rd, Suite 700, Schaumburg, Illinois 60195, US |
| Phone number | +18557106684 |
| Website | |
| NAICS | 52 |
| Employees | 11-20 |
| Socials |
About Puzzle Wealth Solutions, LLC®
Puzzle Wealth Solutions is a well-seasoned, independent wealth management team working with executives, business owners, and practitioners to solve complex financial puzzles and create honest, efficient solutions. Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Gladstone Institutional Advisory, a registered investment advisor. Gladstone institutional advisory and Puzzle Wealth Solutions are separate entities from LPL Financial. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Puzzle Wealth Solutions, LLC® has 9 employees across 5 departments.
Departments
Number of employees
Funding Data
Puzzle Wealth Solutions, LLC® has never raised funding before.
Puzzle Wealth Solutions, LLC® Tech Stack
Discover the technologies and tools that power Puzzle Wealth Solutions, LLC®'s digital infrastructure, from frameworks to analytics platforms.
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JavaScript libraries
CDN
JavaScript libraries
Marketing automation
Security
Analytics
Analytics
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