Professional Wealth Advisors, LLC
Financial Services
2651 Warrenville Rd
47 employees
- Employees
- 47
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Professional Wealth Advisors, LLC Overview
- Headquarters
- 2651 Warrenville Rd
- Website
- www.pwaplan.com
- Industry
- Financial Services
- Employees
- 47
- Founded
- 2015
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Professional Wealth Advisors, LLC
We are a client-focused wealth management firm providing guidance for business owners and executives, independent women, endowments and foundations. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org and www.sipc.org. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss 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.
Professional Wealth Advisors, LLC Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 2
- 66.7% coverage
Professional Wealth Advisors, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| John Searer | Partner - Wealth Advisor | Carol Stream, Illinois, United States |
Email
Phone
|
| Angela James | Director of Marketing at Professional | Greater Chicago Area, United States |
Email
|
| Steve Kellar, Cfp® | Longevity Planning - Retirement Income | Chicago, Illinois, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
15 profiles
Associate / junior
8 profiles
Director
5 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 8 | 8 | 5 |
| General | 5 | 5 | 0 |
| Sales | 4 | 4 | 1 |
| Finance | 1 | 1 | 0 |
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