G3 Wealth Advisors
We are dedicated to providing the highest quality wealth management and comprehensive financial planning services to our clients and their families. We achieve this by assisting our clients in discovering their goals, aligning their resources with their aspirations, implementing solutions, reviewing progress, and exceeding our clients’ service expectations. Investment advisory services offered by Northwestern Mutual Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at
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Verified contacts
4
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- SD
Scott Downs
Director of Operations · Operations
EmailPhone - MM
Mario Melendez
Partner Financial Advisor · Finance & Accounting
EmailPhone - RS
Robert Starnes
Associate Wealth Management Advisor · Finance & Accounting
EmailPhone
Showing 3 of 4 verified contacts
Top roles at G3 Wealth Advisors
4 distinct titles indexed · top 4 shown.
- 1associate wealth management advisor
- 1director of operations
- 1investment operations associate
- 1partner financial advisor
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