Interactive Financial Advisors
Interactive Financial Advisors is a nationally registered investment advisor. IFA has been working with advisors since 2003. Our purpose is to give advisors the tools necessary to show clients that we are a firm that CARES about them and their financial health. We are dedicated to helping advisors grow practices with investment and financial planning tools. Our success is in direct correlation to your success in growing your business and we are constantly looking for ways to enhance the client experience. The Someone Who CARES Philosophy, Principles and Beliefs were conceived, developed and are maintained by three jointly owned companies; Interactive Financial Advisors (A National SEC Registered Investment Advisor), Unifinancial Corporation (A National Risk Management company) and OrganizAmerica (A National Financial Information Services company). These companies coordinate their efforts and collaborate with affiliate Resource companies, also committed to Someone Who CARES to provide a complete, integrated suite of products and services that are necessary to implement their mutual vision.
7-day free trial · no credit card
Verified contacts
14
available on Kipplo
LinkedIn employees
17
51 to 200 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 14 verified contacts at Interactive Financial Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- BL
Brent Leavitt
Investment Advisor Representative · Finance & Accounting
EmailPhone - JW
Joanne Woiteshek
Managing Partner and Financial Advisor · Finance & Accounting
EmailPhone - MB
Mark Bertrang
Advisor · Finance & Accounting
EmailPhone - ML
Marty Lefiles
Financial Advisor · Finance & Accounting
EmailPhone - MF
Michal Fraser
Financial Advisor · Finance & Accounting
EmailPhone - BP
Brett P. Simms
Director of Operations Senior Compliance Officer · Other
EmailPhone - GT
Gary Tsujimoto
Managing Partner · General Business & Management
EmailPhone - RD
Roderick D. Hill
Managing Partner · General Business & Management
EmailPhone
Showing 8 of 14 verified contacts
Top roles at Interactive Financial Advisors
8 distinct titles indexed · top 8 shown.
- 3financial advisor
- 3investment advisor representative
- 2managing partner
- 1advisor
- 1assistant
- 1director of operations senior compliance officer
- 1financial services associate
- 1managing partner and financial advisor
Sign up to unlock all 14 contacts at Interactive Financial Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 14 verified contacts at Interactive Financial Advisors
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.