E4 Insurance Services
Insurance
2280 45th St S
39 employees
- Employees
- 39
- Contacts
- 3
- Emails
- 3
- Phones
- 2
E4 Insurance Services Overview
- Headquarters
- 2280 45th St S
- Phone Number
- Available in AeroLeads
- Website
- e4.insurance
- Industry
- Insurance
- Employees
- 39
- Founded
- 2019
- Company Email
- Available in AeroLeads
- NAICS
-
Insurance Carriers and Related ActivitiesAgencies, Brokerages, and Other Insurance Related Activities
About E4 Insurance Services
Wealth managers and financial professionals choose E4 Insurance Services as an independent insurance consulting firm as their lead risk management partner because of our responsiveness, expertise, and objective approach. What this means to you is that we help enhance your client experience without diverting your core focus. We work with you in how you conduct business to help complete the planning you do with clients in a non-conflicted manner. We understand the unique differences between fee-only and fee-based RIAs, registered representatives, and insurance professionals. Our relationship with you starts with a deep understanding of your business and planning philosophies. We learn how you work with clients so that together, we can determine a service model that best aligns with your practice. Complete alignment with you and your clients’ objectives is our only acceptable baseline. At your discretion, we also review existing policies your clients may already own on your behalf. This helps you offer more comprehensive value without being distracted. Our services are designed with the highest level of respect for your role. We communicate every aspect of the solutions we recommend and are fully transparent in our process. As an independent partner, we focus on you and your clients’ best interest, not a particular company’s. The real benefit is the knowledge, accessibility, and confidence you gain in serving your clients’ risk management and insurance needs completely and efficiently. Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir., Ste. 800, Littleton CO 80120, (303) 797-9080.
E4 Insurance Services Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
E4 Insurance Services Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Daniel Peterson, Llif, Lutcf, Fic | President and Managing Partner at E4 |
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|
|
| Steven Bergee | Senior Vice President and Managing | Fargo, North Dakota, United States |
Email
Phone
|
| Steve Walker, Cltc, Lutcf | Vice President of Institutional Accounts | Fargo, North Dakota, United States |
Email
|
| Ed Hellier | Agent | Lakeville, Minnesota, United States |
Email
Phone
|
Employees by Management Level
Executive
9 profiles
Manager
6 profiles
Individual contributor
3 profiles
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 7 | 7 | 1 |
| Executive | 3 | 3 | 1 |
| Marketing | 1 | 1 | 0 |
| Operations | 1 | 1 | 0 |
| Finance | 1 | 1 | 0 |
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