My Wealth Wisdom
My wealth wisdom we want to know about your concerns, and how you wish to protect your family and everything you’ve worked so hard to achieve. With this knowledge, we help you map out a strategy that addresses the areas in your life that truly matter, and help position you for financial success. Located in Chicago, Illinois, My Wealth Wisdom helps thousands of clients throughout the Chicagoland area achieve their financial goals. Our team of financial professionals has many years of combined experience in financial and retirement services, estate planning, annuities, charitable giving, business insurance, executive compensation and employees.
7-day free trial · no credit card
Verified contacts
18
available on Kipplo
LinkedIn employees
19
51 to 200 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 18 verified contacts at My Wealth Wisdom
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- EA
Eric Audette
Brokerage Director · General Business & Management
EmailPhone - DB
Daniel Brinkman
Financial Services Professional · Finance & Accounting
EmailPhone - DC
Don Carlton
Registered Representative · Sales & Business Development
EmailPhone - HP
Hari Patel
Financial Service Representative · Customer/Client Service
EmailPhone - MH
Matthew Healy
Financial Services Professional · Finance & Accounting
EmailPhone - VT
Vincent Thompson
Associate · Finance & Accounting
EmailPhone
Showing 6 of 18 verified contacts
Top roles at My Wealth Wisdom
8 distinct titles indexed · top 8 shown.
- 5associate
- 5financial services professional
- 1agency senior partner
- 1brokerage director
- 1financial advisor
- 1financial service representative
- 1licensed financial professional
- 1registered representative
Sign up to unlock all 18 contacts at My Wealth Wisdom
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 18 verified contacts at My Wealth Wisdom
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.