AdvisorShare
Company

AdvisorShare

Financial Services Traverse City, Michigan, United States 21 employees
Employees
21
Contacts
2
Emails
2
Phones
1

AdvisorShare Overview

Headquarters
Traverse City, Michigan, United States
Industry
Financial Services
Employees
21
Founded
2020
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About AdvisorShare

AdvisorShare is the vision of its two managing members Daniel McDonald and Roccy DeFrancesco. Let’s face it, when it comes to the distribution of fixed insurance products, there’s been nothing new to come along in years. This revolutionary business model has been on the minds of the managing members for quite some time and it’s exciting to see the vision become a reality. DOING THE RIGHT THINGS DOESN’T HAVE TO BE HARD For too long the insurance industry has been one that takes care of itself first before taking care of its clients. Standard operating procedure means the insurance agent is taken care of first, then the IMO, then the client. This is a cycle that has been perpetuated by greed and/or incompetence. AShare was created with one guiding principle in mind, i.e. ALWAYS PUT THE CLIENT’S NEEDS FIRST!

AdvisorShare Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

AdvisorShare Org Chart

Sample employees and titles
Name Title Contact
Steven Dejohn Our Insurance Agents & Advisors Own 50%
Email
Jeffrey Bettermann, Rfc I Help Financial Advisors Improve
View
Artie Bernaducci Owner/founder at Retiring Baby Boomer
View
Mike Dressander I Help Insurance Professionals
Email Phone

Employees by Management Level

Individual contributor 3 profiles
Executive 1 profile

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