Demming Financial Services Corp
We are an independent, family-owned, financial planning firm practicing since 1979. As one of NEO's largest Registered Investment Advisors, we manage over half a billion dollars directly on an independent, third-party platform. Our CFP® practitioners serve a variety of clients from business owners, corporate and sales executives, health care professionals, divorced and widowed spouses, to teachers and retirees. Our role is to help clients make educated decisions about their priorities and goals, lighting a path to get there.
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Verified contacts
4
available on Kipplo
LinkedIn employees
8
11 to 50 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
2
tools in use
Monthly traffic
1.6K
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- AK
Andrea Kahn-Kinkaid
Director of Operations · Operations
EmailPhone - KC
Kevin Coholan
Director of Financial Planning · Finance & Accounting
EmailPhone - JS
Jake Smail
Financial Planning Associate · Finance & Accounting
EmailPhone - RC
Ryan Coulter
Financial Planning Specialist · Finance & Accounting
EmailPhone
Showing 4 of 4 verified contacts
Top roles at Demming Financial Services Corp
4 distinct titles indexed · top 4 shown.
- 1director of financial planning
- 1director of operations
- 1financial planning associate
- 1financial planning specialist
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