Forthright Capital Partners
Forthright Capital Partners is an Independent Marketing Organization who specializes in the K-12 market. Our firm's goal is to make financial planning accessible to all teachers. Our philosophy is based on Education through Empowerment. Much like our client demographic, we believe that education is more powerful than any financial advice. Investment advisory services are offered through Forthright Capital Advisory, LLC dba Forthright Capital Advisory, an SEC registered firm. SEC registration is not an endorsement of the firm or by the commission and does not mean that the advisor has attained a specific level of skill or ability. Insurance products are offered through Forthright Capital Partners, LLC. Forthright Capital Advisory LLC and Forthright Capital Partners LLC are separate entities that offer separate services.
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Verified contacts
31
available on Kipplo
LinkedIn employees
33
11 to 50 range
Open roles
—
no listings
Distinct roles
16
indexed titles
Tech stack
2
tools in use
Monthly traffic
538
organic / mo
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Decision-makers and verified team members
31 contacts with verified email or phone · masked until revealed.
- NE
Nephi Eschler
Director · General Business & Management
EmailPhone - BK
Benjamin Kaplan
Financial Advisor Pension & Retirement Specialist · Finance & Accounting
EmailPhone - CD
Christopher Devilleneuve
Registered Investment Advisor · Finance & Accounting
EmailPhone - JS
Jarrod Schmitz
Financial Representative · Sales & Business Development
EmailPhone - JC
Jay C. Lewis
Investment Advisor · Finance & Accounting
EmailPhone - TW
Troy Willcox
Independent Agent · Sales & Business Development
EmailPhone - RR
Rick Reed
Chief Compliance Officer · Legal
EmailPhone - CC
Constance Craig-Mason
Financial Services Advisor · Finance & Accounting
EmailPhone - CL
Camille Liljequist
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 31 verified contacts
Top roles at Forthright Capital Partners
16 distinct titles indexed · top 10 shown.
- 6financial advisor
- 5investment advisor
- 2independent agent
- 1agency principal
- 1chief compliance officer
- 1chief marketing officer
- 1director
- 1financial advisor pension & retirement specialist
- 1financial planner and retirement specialist
- 1financial representative
- +6more titles
Sign up to unlock all 31 contacts at Forthright Capital Partners
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