Wealth Guidance

Financial Services • Chanhassen, Minnesota, United States • 1-10 Employees

Company overview

Headquarters	7925 Stone Creek Dr, Suite 110, Chanhassen, Minnesota 55317, US
Phone number	+19524744886
Website	wealthguidanceinc.com
NAICS	52
SIC	628
Keywords	Financial Planning
Founded	2008
Employees	1-10
Socials

Key Contact at Wealth Guidance

Mark S. Flannery

Founder, Senior Financial Advisor

Wealth Guidance Email Formats

Wealth Guidance uses 1 email format. The most common is {first initial} (e.g., j@wealthguidanceinc.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@wealthguidanceinc.com	100%

About Wealth Guidance

Wealth Guidance Inc. is a financial services company based out of Chanhassen, MN. At Wealth Guidance, Inc., we believe in the strength of generations supporting one another. Our team is passionate about helping families navigate the complexities of their financial lives. By focusing on building lasting relationships, we aim to be trusted mentors and partners throughout your financial journey. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC. 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.

Wealth Guidance revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Manager

Employees by Department

Wealth Guidance has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Wealth Guidance has never raised funding before.

Frequently asked questions

Wealth Guidance is located in Chanhassen, Minnesota, US.

You can reach Wealth Guidance at +19524744886.

Wealth Guidance was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

Wealth Guidance has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Wealth Guidance

Mark S. Flannery

Founder, Senior Financial Advisor

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