Collective Financial Group logo
VerifiedFinancial Services· Founded 2016

Collective Financial Group

Collective Financial Group is an insurance and financial services organization currently made up of ten independent financial services firms based primarily in the Midwest. CFG believes sharing administrative, compliance and practice management resources enhances each firm’s ability to provide high quality insurance and financial solutions through a meaningful customer experience. CFG also believes in providing a unique and positive culture that is becoming tough to find in the industry. “Through the creation of CFG, our firms and advisors will have the scale necessary for access to more resources, knowledge, experience and talent while at the same time each firm will be able to continue operating with its own identity” -Tim Strellner, Managing Partner Collective Financial Group is an insurance and financial services organization currently made up of ten independent financial services firms based primarily in the Midwest. Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.

7-day free trial · no credit card

HeadquartersCedar Rapids, United StatesEmployees10(1 to 10)Annual revenue$1B+Founded year2016Websitecfgpro.comLinkedIn profileLinkedIn

Verified contacts

5

available on Kipplo

LinkedIn employees

10

1 to 10 range

Open roles

no listings

Distinct roles

5

indexed titles

Tech stack

0

tools in use

Monthly traffic

40

organic / mo

Sign up free to see all 5 verified contacts at Collective Financial Group

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

5 contacts with verified email or phone · masked until revealed.

Sign up free →

Top roles at Collective Financial Group

5 distinct titles indexed · top 5 shown.

  • 1managing partner
  • 1private wealth asset management
  • 1special projects & communications specialist
  • 1vice president contracting commissions
  • 1vice president, sales and development

Sign up to unlock all 5 contacts at Collective Financial Group

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 5 verified contacts at Collective Financial Group

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Collective Financial Group | Kipplo Discover