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VerifiedFinancial Services· Founded 2020

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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HeadquartersJefferson City, United StatesEmployees15(11 to 50)Annual revenue<$1MFounded year2020Websitefinteriswealthmanagement.comLinkedIn profileLinkedIn

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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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

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