Wealth Optimization Network, LLC
Company

Wealth Optimization Network, LLC

Financial Services 6631 Main St 6 employees
Employees
6
Contacts
2
Emails
2
Phones
1

Wealth Optimization Network, LLC Overview

Headquarters
6631 Main St
Industry
Financial Services
Employees
6
Founded
1989
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Wealth Optimization Network, LLC

At the Wealth Optimization Network, LLC, James M. Honaker, CERTIFIED FINANCIAL PLANNER โ„ข practitioner, associates and staff serve as client advocates. We take each familyโ€™s completely unique concern, situation & need to heart. Our Mission is to reach out to all families & business owners to understand, assist, educate & guide with care and compassion relative to each specific need and concern. By providing a full cross disciplinary complement of our Financial Planning, Wealth Management, Individual & Group Products Division teams and resources, we cultivate a planner-client relationship in which everyone shall have a mutually beneficial experience through a holistic, comprehensive Wealth Management and Asset Protection Planning Process. Securities and investment advisory services offered through ๐—ข๐˜€๐—ฎ๐—ถ๐—ฐ ๐—ช๐—ฒ๐—ฎ๐—น๐˜๐—ต, ๐—œ๐—ป๐—ฐ. member FINRA/SIPC. ๐—ข๐˜€๐—ฎ๐—ถ๐—ฐ ๐—ช๐—ฒ๐—ฎ๐—น๐˜๐—ต is separately owned and other entities and/or marketing names, products or services referenced here are independent of ๐—ข๐˜€๐—ฎ๐—ถ๐—ฐ ๐—ช๐—ฒ๐—ฎ๐—น๐˜๐—ต.

Wealth Optimization Network, LLC Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

Wealth Optimization Network, LLC Org Chart

Sample employees and titles
Name Title Contact
Kevin Jewett Risk Management at Wealth Optimization Network Lets Chat!
Email Phone
Amy Laettner Concierge Client Service Solutions and Marketing Specialist, Wealth Optimization Network, Llc
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Jonathan Vandette Operations at Won Financial
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Nicholas Wolanyk Wealth Management Specialist at Wealth Optimization Network, Llc - Holistic Planning for High-net-worth Individuals & Business Owners - Complex
Email

Employees by Management Level

Individual contributor 4 profiles

Wealth Optimization Network, LLC Tech Stack

Cloud / infrastructure 3 profiles

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