RBFCU Wealth Management, The Garner Davis Group Revenue
Financial Services • • 51-100 Employees
RBFCU Wealth Management, The Garner Davis Group revenue & valuation
| Annual revenue | $5,047,745 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $16,200,000 |
| Total funding | No funding |
Key Contacts at RBFCU Wealth Management, The Garner Davis Group
Elizabeth Kuhlmann
Business Development Regional Director - Sa
Lindsay Kopplow
Director Of Market Development And Land Acquisitions
Connie Pequeno
Member Service Center Director
Richard Sandenaw
Member Board Of Directors
Tim Prieto
Director Of It
Daniel Ellis
Director Of Safety And Security
Company overview
| Headquarters | XX |
| Websites | |
| NAICS | 52 |
| Employees | 51-100 |
RBFCU Wealth Management, The Garner Davis Group Email Formats
RBFCU Wealth Management, The Garner Davis Group uses 4 email formats. The most common is {first name}{last name} (e.g., johndoe@rbfcu.org), used 61.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@rbfcu.org | 61.3% |
{first initial}{last name} | jdoe@rbfcu.org | 32.3% |
{last name}{last name} | doedoe@rbfcu.org | 4.8% |
{last name} | doe@rbfcu.org | 1.6% |
About RBFCU Wealth Management, The Garner Davis Group
RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets. AREAS OF FOCUS • Family Finances • Retirement Planning Strategies • Wealth Preservation Strategies • Investment Management • Retirement Plan Distribution • Social Security Retirement Benefits • Small Business • Business Retirement Plans • Tax Planning Strategies CONNECT WITH US Phone: 979-417-0563 | 512-873-2527 OFFICE LOCATIONS 8300 N MOPAC EXPY, Suite 100, Austin, TX 78759 107 THIS WAY, Suite A, Lake Jackson, TX 77566 1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
RBFCU Wealth Management, The Garner Davis Group has 97 employees across 9 departments.
Departments
Number of employees
Funding Data
RBFCU Wealth Management, The Garner Davis Group has never raised funding before.
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