WealthBuilders
Financial Services • 
Troy, Wisconsin, United States • 21-50 Employees
Company overview
| Headquarters | 538 Nordic Ln, Hudson, Wisconsin 54016, US |
| Phone number | +17153863735 |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Charitable Planning, Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Tax Strategies |
| Founded | 2006 |
| Employees | 21-50 |
| Socials |
Key Contact at WealthBuilders
Dan Olsen
President, Wealth Advisor, Founder
WealthBuilders Email Formats
WealthBuilders uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 45.6% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 22.3% |
{first name}@company.com | john@company.com | 15.1% |
{first name}{last name}@company.com | johndoe@company.com | 9.8% |
{first name}_{last name}@company.com | john_doe@company.com | 7.2% |
About WealthBuilders
WealthBuilders helps couples and individuals to and through retirement with powerfully personal investment and financial planning services. Our distinctive approach melds your personal values with your financial goals to create a wealth management plan that’s meaningful and lines up with your life’s priorities. To learn more about WealthBuilders, visit https://wealthbuilders.financial/ -- Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC sipc.org. • 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.
WealthBuilders revenue & valuation
| Annual revenue | $1,967,765 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
WealthBuilders has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
WealthBuilders has never raised funding before.
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