Flatwater Wealth
Financial Services
Grand Island, Nebraska, United States
8 employees
- Employees
- 8
- Contacts
- 3
- Emails
- 3
Flatwater Wealth Overview
- Headquarters
- Grand Island, Nebraska, United States
- Website
- www.flatwaterwealth.com
- Industry
- Financial Services
- Employees
- 8
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Flatwater Wealth
Flatwater Wealth was founded in 2021, though our origins trace back many years. As a locally-owned, financial services firm, Flatwater Wealth was established to provide our clients with local decision-making capabilities. From day one, the goal of Flatwater Wealth was to build on our individual experiences and encompass a true team approach. This has allowed us to collectively embrace a forward-thinking mindset, where each member of our team is able contribute to the shared vision of Flatwater Wealth while pursuing their own growth and aspirations. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member SIPC. www.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.
Flatwater Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
Flatwater Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Kyle Upp | Wealth Advisor | Grand Island, Nebraska, United States |
Email
|
| Rhonda Harris | Senior Client Services Specialist |
View
|
|
| Brett Klein | Flatwater Wealth | Grand Island, Nebraska, United States |
Email
|
| Jeff Halloran | Flatwater Wealth | Lincoln, Nebraska Metropolitan Area, United States |
Email
|
Employees by Management Level
Individual contributor
3 profiles
Senior / Lead
1 profile
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