Finteris Wealth Management
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. This information is intended for use only by residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
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Verified contacts
12
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- BK
Beth Knight
Vice President, Wealth Advisor · Finance & Accounting
EmailPhone - BZ
Brian Zerr
Founding Partner · General Business & Management
EmailPhone - CH
Chad Horton
Founding Partner · General Business & Management
EmailPhone - DR
Dale Rosenthal
Chief Operating Officer · General Business & Management
EmailPhone - GO
Gene Odell
Managing Partner- Investments · Other
EmailPhone - JH
Jeff Holtmeier
Partner · General Business & Management
EmailPhone - WW
Wesley Weider
Founding Partner · General Business & Management
EmailPhone
Showing 7 of 12 verified contacts
Top roles at Finteris Wealth Management
9 distinct titles indexed · top 9 shown.
- 3founding partner
- 2partner
- 1administrative assistant
- 1chief operating officer
- 1financial consultant
- 1managing partner- investments
- 1vice president, wealth advisor
- 1wealth advisor
- 1wealth management intern
Sign up to unlock all 12 contacts at Finteris Wealth Management
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Sign up to reveal 12 verified contacts at Finteris Wealth Management
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