Angel Investor Davenport IA

Angel Investor in Davenport, IA. Find phone numbers, addresses and information about Angel Investor in Davenport.

Eric Kies
The Planning Center
(309) 797-4030
1701 River Drive
Moline, IL
Expertises
Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Financial Issues Between Generations, Ongoing Investment Management, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, AIFA, CFP®, MBA

Mr. Terrill B. Johnson, CFP®
(563) 326-6261
111 N Perry St
Davenport, IA
Firm
River Bend Financial Group

Data Provided by:
Mr. Brian J. Ramsay, CFP®
(563) 344-6070
5405 Utica Ridge Rd Ste 210
Davenport, IA
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000



Data Provided by:
Mr. Paul J. Scranton, CFP®
(563) 344-4360
4300 E. 53rd Street
Davenport, IA
Firm
Morgan Stanley Smith Barney, LLC
Areas of Specialization
Comprehensive Financial Planning, Retirement Income Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. Robert J. Blazejewski Jr., CFP®
(309) 793-6200
2102 E Kimberly Rd Ste 200
Davenport, IA
Firm
IH Mississippi Valley Credit Union

Data Provided by:
Mr. Jeffrey D Newburn, CFP®
(563) 210-4040
201 W 2nd St. Suite 700
Davenport, IA
Firm
Plan2Thrive Financial Services
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. Chris Connolly, CFP®
(563) 386-3550
4640 North Brady Street
Davenport, IA
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
General Financial Planning, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Gary Kleinschmidt, CFP®
(563) 441-3902
4301 E. 53rd St.
Davenport, IA
Firm
RBC Wealth Management
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Income Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided by:
Mr. John Richard Pavelka, CFP®
(309) 558-4069
6621 Lorton Ct
Davenport, IA
Firm
Wells Fargo
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Retirement Planning

Data Provided by:
Mr. Lee M. Lensch, CFP®
(563) 344-9535
5001 Utica Ridge Road
Davenport, IA
Firm
Ameriprise Financial Services, Inc
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Debt Management, Education Planning, Insurance Planning, Investment Management, Long-Term Care

Data Provided by:
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