Stewards Planning Group Email Formats
Financial Services • 
Willmar, Minnesota, United States • 1-10 Employees
Key Contacts at Stewards Planning Group
Cynthia Williams
Director Of Client Services | Registered Representative
Brianna Kowalczyk
Director Of First Impressions
Company overview
| Headquarters | 1104 19th Ave SW, Willmar, Minnesota 56201, US |
| Websites | |
| NAICS | 52 |
| Keywords | Special Event Planning, Wealth Management, Education Planning, Business Succession, Retirement Planning, Wealth Transfer, Business Planning, Investment Management, Legacy Planning, Charitable Giving, Cash Flow And Debt Management, Family Risk |
| Founded | 2006 |
| Employees | 1-10 |
About Stewards Planning Group
Stewards Planning Group is an independent, tax-intelligent financial planning firm based in Willmar, Minnesota, that serves values-driven clients across the country. Our experienced team of wealth stewards delivers customized financial guidance designed around your most important priorities. Relationships, collaboration, purpose and generosity are what make us passionate about our work, and it's a privilege to partner with families in stewarding their wealth. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC.(finra.org; sipc.org) Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Stewards Planning Group has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Stewards Planning Group has never raised funding before.
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