Cfo4life
CFO4Life offers individuals and businesses unparalleled service in investment portfolio management and financial planning. With over 100 years of collective professional experience, our dedicated team of Certified Public Accountants, Certified Financial Planners®, and MBAs provides personalized and comprehensive guidance for wealth management. We seek opportunities to maximize your wealth through strategies guided by fundamental research, disciplined valuation techniques, and a long-term approach. Our team is always motivated by a focus on you and your financial security. We understand the importance and value of time. We give you what you want- more time, less stress. Advisory services through CFO4Life Group, LLC. Securities offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC. 5187 Utica Ridge Dr, Davenport, IA 52807. 563-326-2064 CFO4Life Group, LLC. and Ausdal Financial Partners are separately owned and operated.
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Verified contacts
20
available on Kipplo
LinkedIn employees
20
11 to 50 range
Open roles
—
no listings
Distinct roles
17
indexed titles
Tech stack
1
tools in use
Monthly traffic
78
organic / mo
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Decision-makers and verified team members
20 contacts with verified email or phone · masked until revealed.
- CM
Chase McMellian
Financial Advisor & Director of Retirement Plans · Finance & Accounting
EmailPhone - DG
Dallas Goldammer
Service Advisor · Customer/Client Service
EmailPhone - LK
Leslie King
Service Advisor · Customer/Client Service
EmailPhone - RB
Rusty Boaz
Partner Certified Financial Plannertm CPA · Finance & Accounting
EmailPhone - BC
Brian Chastain
CIO CCO Founding Partner · General Business & Management
EmailPhone - BC
Bryce Chastain
Tax Director & Financial Advisor · Other
EmailPhone - KM
Kristina Miller
Financial Advisor and Operations Director at Cfo4life · Other
EmailPhone - LM
Levi McMellian
CEO Founding Partner Managing Director · Other
EmailPhone - VA
Victoria Areingdale
Service Advisor & Financial Planning Manager · Other
EmailPhone
Showing 9 of 20 verified contacts
Top roles at Cfo4life
17 distinct titles indexed · top 10 shown.
- 2financial advisor and operations director at cfo4life
- 2service advisor
- 1,,
- 1ceo founding partner managing director
- 1cio cco founding partner
- 1financial advisor
- 1financial advisor & director of retirement plans
- 1financial planner
- 1partner
- 1partner certified financial plannertm cpa
- +7more titles
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