Flatwater Wealth
Flatwater Wealth was founded in 2021, though our origins trace back many years. As a locally-owned, financial services firm, Flatwater Wealth was established to provide our clients with local decision-making capabilities. From day one, the goal of Flatwater Wealth was to build on our individual experiences and encompass a true team approach. This has allowed us to collectively embrace a forward-thinking mindset, where each member of our team is able contribute to the shared vision of Flatwater Wealth while pursuing their own growth and aspirations. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member SIPC. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Verified contacts
7
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- KU
Kyle Upp
Wealth Advisor · Finance & Accounting
EmailPhone - LK
Lori Koch
Client Service Associate · Customer/Client Service
EmailPhone - BK
Brett Klein
Partner · General Business & Management
EmailPhone
Showing 3 of 7 verified contacts
Top roles at Flatwater Wealth
5 distinct titles indexed · top 5 shown.
- 2registered client associate
- 2wealth advisor
- 1client service associate
- 1client services associate
- 1partner
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