Lumen Wealth Advisors
Financial Services
3477 Corporate Pkwy
6 employees
- Employees
- 6
- Contacts
- 1
- Emails
- 1
Lumen Wealth Advisors Overview
- Headquarters
- 3477 Corporate Pkwy
- Website
- www.lumenwealthadvisors.com
- Industry
- Financial Services
- Employees
- 6
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Lumen Wealth Advisors
Lumen Wealth Advisors provides fee-based, boutique advisory services. As your family CFO and quarterback, we’ll stand by your side every step of the way, illuminating your journey towards financial security and inspiring confidence in your decisions. Our Mission To help the clients we serve protect their family, business, and ownership interests through integrated planning that reduces complexity, minimizes risk, builds wealth, and improves tax efficiency.
Lumen Wealth Advisors Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
Lumen Wealth Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Anna Fedorova | CFO in I3d Group |
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|
|
| Heidi Kallenborn | Client Services Specialist | Painesville, Ohio, United States |
Email
|
| Jeremy Wiss, Mba | Financial Advisor at Lumen Wealth Group, Rjfs |
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|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
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