Aim Wealth Advisory Group
S Macadam Ave, Ste 102 Portland, OR 97219 503-595-9020 Please visit for important rules and disclosures about how we can interact on social media
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Verified contacts
18
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- DP
David Pierce
Financial Analyst · Finance & Accounting
EmailPhone - KW
Katrina Whetsell
Client Service Coordinator · Customer/Client Service
EmailPhone - RV
Rolf Veenstra
Paraplanner · Finance & Accounting
EmailPhone
Showing 3 of 18 verified contacts
Top roles at Aim Wealth Advisory Group
12 distinct titles indexed · top 10 shown.
- 3financial analyst
- 2financial planning analyst
- 2financial planning intern
- 1associate financial advisor
- 1client service coordinator
- 1client service specialist
- 1client services associate
- 1director of operations
- 1financial advisor
- 1intern
- +2more titles
Sign up to unlock all 18 contacts at Aim Wealth Advisory Group
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