


Strategic Financial Solutions Revenue
Financial Services • Cedar Rapids, Iowa, United States • 21-50 Employees
Strategic Financial Solutions revenue & valuation
| Annual revenue | $18,300,000 |
| Revenue per employee | $702,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $58,400,000 |
| Total funding | No funding |
Key Contacts at Strategic Financial Solutions
Linda Kappler
Director Of Client Experience
Julie Johnson
Client Services Director
Dan Milano
Ceo
Dan Milano
Owner
Julie Johnson
Client Services Director
Company overview
| Headquarters | 222 3rd Ave SE, 280, Cedar Rapids, Iowa 52401, US |
| Phone number | +18592683218 |
| Websites | |
| NAICS | 52 |
| Founded | 1990 |
| Employees | 21-50 |
| Socials |
Strategic Financial Solutions Email Formats
Strategic Financial Solutions uses 2 email formats. The most common is {first name} (e.g., john@retiresfs.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@retiresfs.com | 80% |
{first initial} | j@retiresfs.com | 20% |
About Strategic Financial Solutions
Who is Strategic Financial Solutions, LLC? We are a values based financial services firm, dedicated to providing professional ongoing service experience in the area of: Corporate Retirement Plans Executive Retirement/Compensation Strategies Wealth Management for individuals and endowments Individual Financial Planning Our processes focus on assisting our clients in addressing the potential issues of the day; specifically: Non-Sufficient funds at retirement Loss of net worth and financial security Income tax and expense management Loss of key personnel (along with the value of the relationships they bring to your firm) Our processes are designed to focus on the opportunities available in the market place and subsequently deliver to you, our client, a clear plan for implementation, and assist you with your ultimate goal achievement. We operate in cooperation with our corporate clients, as a strategic partner, to provide your employees flexible investment solutions, a superior education continuum, high quality communications, and access to personalized assistance. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network This communication is strictly intended for individuals residing in the state of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY No offers may be made or accepted from any resident outside this state due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. © Strategic Financial Solutions, LLC.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Strategic Financial Solutions has 18 employees across 7 departments.
Departments
Number of employees
Funding Data
Strategic Financial Solutions has never raised funding before.
Strategic Financial Solutions Tech Stack
Discover the technologies and tools that power Strategic Financial Solutions's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Search engines
Security
Maps
JavaScript libraries
CDN
JavaScript libraries
Marketing automation
Security
Analytics
Analytics
CDN
Frequently asked questions
4.8
40,000 users



