Silverleaf Wealth Management
Financial Services
12801 Pierce Street
22 employees
- Employees
- 22
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Silverleaf Wealth Management Overview
- Headquarters
- 12801 Pierce Street
- Phone Number
- Available in AeroLeads
- Website
- silverleafwealth.com
- Industry
- Financial Services
- Employees
- 22
- Founded
- 2015
- Funding
- 30.0M
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Silverleaf Wealth Management
At Silverleaf Wealth Management in Omaha, NE, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Gladstone Institutional Advisory, a registered investment advisor. Gladstone Institutional Advisory and Silverleaf Wealth Management are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit www.silverleafwealth.com. 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.
Silverleaf Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Silverleaf Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Patty Sacco Krueger, Fpqp® | Silverleaf Wealth Management | Plattsmouth, Nebraska, United States |
Email
Phone
|
| Ann Slater-Slechta, Msa | Partner & Wealth Advisor - Silverleaf | Carroll, Iowa, United States |
Email
Phone
|
| Justin Gibson | President at Silverleaf Wealth | Omaha Metropolitan Area, United States |
Email
Phone
|
| Renee Welch | Wealth Advisor at Silverleaf Wealth | United States |
Email
|
Employees by Management Level
Individual contributor
5 profiles
Director
2 profiles
Manager
2 profiles
Associate / junior
2 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 7 | 7 | 3 |
| Executive | 3 | 3 | 1 |
| Sales | 1 | 1 | 1 |
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