


Wealth Planning Network Revenue
Financial Services • Oakbrook Terrace, Illinois, United States • 1-10 Employees
Wealth Planning Network revenue & valuation
| Annual revenue | $11,200,000 |
| Revenue per employee | $1,390,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $35,600,000 |
| Total funding | No funding |
Key Contacts at Wealth Planning Network
Michael Jankowski
Founder And Ceo
Bobbie Helman
Director Of Client Relations & Wealth Advisor Associate
Janet Waghorne
Director Of Client Services
Michael Jankowski
Founder And Ceo
Company overview
| Headquarters | One Parkview Plaza, Suite 117, Oakbrook Terrace, IL 60181, US |
| Phone number | +17084814599 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Financial Planning, Estate Planning |
| Founded | 2000 |
| Employees | 1-10 |
| Socials |
Wealth Planning Network Email Formats
Wealth Planning Network uses 2 email formats. The most common is {first name} (e.g., john@wpn360.com), used 54.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@wpn360.com | 54.5% |
{first initial} | j@wpn360.com | 45.5% |
About Wealth Planning Network
Wealth Planning Network is a complete retirement, estate, and financial planning firm delivering a concierge level of service to individuals and families. Our vision is to become the trusted wealth manager throughout the Chicago-land area for physicians and small business owners. Through a combination of personalized attention, industry expertise, and the latest technology, we are able to provide our clients with a complete wealth management solution. We specialize in asset protection, estate and income tax minimization, investment management, retirement planning, advanced life insurance management, and business succession planning. Our main office is conveniently located in Oakbrook Terrace, IL where we serve our clients in the Oak Brook, Hinsdale, Western Springs, Clarendon Hills and Burr Ridge Areas. We welcome you to contact our office today to see the difference that Wealth Planning Network can make in your financial future. Telephone: (708) 481-4000 1-877-990-PLAN Fax: (708) 481-4599 E-mail: info@wpn360.com
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Wealth Planning Network has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
Wealth Planning Network has never raised funding before.
Wealth Planning Network Tech Stack
Discover the technologies and tools that power Wealth Planning Network's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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