Credent Wealth Management
Advisors Who Care as Much as You Do // At Credent Wealth Management, we help hardworking Americans maintain their standard of living without worrying about money for the rest of their lives. Our fee-only, fiduciary approach means you receive transparent, conflict-free advice focused entirely on your goals. Through our team-based structure, you'll work with dedicated wealth professionals who collaborate to create your comprehensive financial plan, providing clarity through life's most important financial events. As a partner-owned, partner-led firm with consistent standards and service, we're building something that lasts — a "forever firm," where your relationship with us transcends any individual advisor. We provide proactive guidance that helps you focus on what you can control while navigating what you cannot. Ready to experience the Credent difference? Contact us today to discover how our caring approach can change your financial life. Investment advice offered through CX Institutional, a registered investment advisor.
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Verified contacts
102
available on Kipplo
LinkedIn employees
117
51 to 200 range
Open roles
—
no listings
Distinct roles
58
indexed titles
Tech stack
1
tools in use
Monthly traffic
2.7K
organic / mo
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Decision-makers and verified team members
102 contacts with verified email or phone · masked until revealed.
- BH
Brad Hathaway
Director of Financial Planning and Analysis · Finance & Accounting
EmailPhone - JH
Jared Herndon
Director of Platform Operations · Operations
EmailPhone - MZ
Marlies Zwepink
Senior Director of Business Intelligence · Information Technology
EmailPhone - WP
Wendy Pettis
Human Resources Director · Human Resources
EmailPhone - BM
Brad Michels
Wealth Manager · Finance & Accounting
EmailPhone - CG
Christy Gordon
Controller · Finance & Accounting
EmailPhone - DK
Dennis Kehoe
Wealth Manager · Finance & Accounting
EmailPhone - JE
John Ehrenfeld
Wealth Manager · Finance & Accounting
EmailPhone - AS
Akash Sahni
Phlebotomist · Healthcare & Human Services
EmailPhone
Showing 9 of 102 verified contacts
Top roles at Credent Wealth Management
58 distinct titles indexed · top 10 shown.
- 11wealth manager
- 7corporate development associate
- 5financial planner
- 4investment operations analyst
- 3financial advisor
- 3partner integration associate
- 3platform operations analyst
- 3wealth advisor
- 2client care coordinator
- 2client service associate
- +48more titles
Sign up to unlock all 102 contacts at Credent Wealth Management
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