TruPlan Financial Advisors Revenue

Financial Services • 2 Carlson Pkwy N, Suite 175, United States • 11-20 Employees

TruPlan Financial Advisors revenue & valuation

Annual revenue	$1,026,660
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,300,000
Total funding	No funding

Key Contact at TruPlan Financial Advisors

Elizabeth Scafa

Managing Director–Eastern Region, Senior Wealth Advisor

Company overview

Headquarters	2 Carlson Pkwy N, Suite 175, Plymouth, Minnesota 55447, US
Phone number	+17635418400
Websites	truplanfinancialadvisors.com mrkfinancial.com truplanadvisors.com
NAICS	52
SIC	628
Keywords	Insurance Planning, Wealth Management, Financial Planning, Investment Management, Qualified Plan Design
Founded	1989
Employees	11-20

TruPlan Financial Advisors Email Formats

TruPlan Financial Advisors uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.

Format	Example	Percentage
{first name}.{last name}@company.com	john.doe@company.com	42.1%
{first name}@company.com	john@company.com	25.3%
{first name initial}{last name}@company.com	{first name initial}doe@company.com	14.8%
{first name}{last name}@company.com	johndoe@company.com	10.2%
{last name}@company.com	doe@company.com	7.6%

About TruPlan Financial Advisors

TruPlan Financial Advisors is committed to delivering customized, comprehensive financial plans based on clients’ unique goals for the future. Our knowledgeable team includes Certified Financial Planners® and Certified Public Accountants® as well as specialists in qualified retirement plans and strategic partnerships. We believe clients deserve tax-smart investment strategies, personalized financial plans, and best-in-class service. And when financial professionals collaborate on their behalf – across accounts, disciplines, and companies – it advances our industry and the depth of advice clients receive. Helping people reach their financial goals has always been our top priority. That remains true today – whether you’re a client, partner, or fellow advisor. Securities offered through Cetera Wealth Services LLC, member FINRA (www.finra.org)/SIPC (www.sipc.org). Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. TruPlan Financial Advisors is not a registered broker/dealer or registered investment advisory firm.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

TruPlan Financial Advisors has 12 employees across 4 departments.

Departments

Number of employees

Funding Data

TruPlan Financial Advisors has never raised funding before.

Frequently asked questions

TruPlan Financial Advisors is located in 2 Carlson Pkwy N, Suite 175, US.

You can reach TruPlan Financial Advisors at +17635418400.

TruPlan Financial Advisors generates an estimated annual revenue of $1,026,660. This revenue figure reflects the company's market position and business performance in its industry.

TruPlan Financial Advisors has an estimated valuation of $3,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

TruPlan Financial Advisors was founded in 1989, making it 37 years old. The company has established itself as a significant player in its industry over this time.

TruPlan Financial Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at TruPlan Financial Advisors

Elizabeth Scafa

Managing Director–Eastern Region, Senior Wealth Advisor

4.8

40,000 users