Flatwater Wealth
Company

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
Industry
Financial Services
Employees
8
NAICS
Finance and Insurance
Monetary 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 Contact
Kyle Upp Wealth Advisor
Email
Rhonda Harris Senior Client Services Specialist
View
Brett Klein Flatwater Wealth
Email
Jeff Halloran Flatwater Wealth
Email

Employees by Management Level

Individual contributor 3 profiles
Senior / Lead 1 profile

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