RAI Wealth
Financial Services
1700 Park Street
10 employees
- Employees
- 10
- Contacts
- 3
- Emails
- 3
- Phones
- 1
RAI Wealth Overview
- Headquarters
- 1700 Park Street
- Website
- raiwealth.com
- Industry
- Financial Services
- Employees
- 10
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About RAI Wealth
For more than 30 years, RAI has been helping families pursue their financial goals. Through our commitment to caring above and beyond, we are able to help them to take advantage of the opportunities and attain their goals. We are a team of financial professionals who believe the best financial advice comes from understanding the whole family. At RAI, getting to know you is a key part of developing a financial plan that gets you where you want to go. Disclaimer Securities offered by Registered Representatives through Private Client Services, Member FINRA/ SIPC. Advisory products and services offered by Investment Advisory Representatives through RAI Wealth, a Registered Investment Advisor. Private Client Services and RAI Wealth are unaffiliated entities. RAI Wealth and Private Client Services do not offer tax or legal advice. Please consult your own tax and legal professionals for guidance on such matters. Our Advisors are Securities Registered in the follow states: AZ, CO, DC, FL, GA, IL, IN, MI, MN, OH, PA, TN, TX, UT Our Advisors offer advisory products and services in the following states: AZ, CA, CO, DC, FL, GA, HI, IL, IN, IA, MI, NY, OH, PA, TN, TX, UT, WI Access BrokerCheck by FINRA
RAI Wealth Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 1
- 33.3% coverage
RAI Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Melissa Peterson | Operations Associate at Rai Wealth | Wheaton, Illinois, United States |
Email
|
| Scott Brown | Managing Partner | Naperville, Illinois, United States |
Email
Phone
|
| William West, Bfa, Cfp® | Partner & Wealth Advisor at Rai Wealth | Greater Chicago Area, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 1 |
| Operations | 1 | 1 | 0 |
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