Defined Wealth Management
Investment advisory services offered through Defined Wealth Management, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.
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Verified contacts
4
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
22
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- AD
Alix Demartino
Director of Financial Planning and Senior Wealth Advisor · Other
EmailPhone - MB
Mariya Brannon
Customer Service Manager · Customer/Client Service
EmailPhone - CH
Chris Hatfield
Managing Partner · General Business & Management
EmailPhone - JO
Joseph Opsahl
Managing Partner · General Business & Management
EmailPhone
Showing 4 of 4 verified contacts
Top roles at Defined Wealth Management
3 distinct titles indexed · top 3 shown.
- 2managing partner
- 1customer service manager
- 1director of financial planning and senior wealth advisor
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