Open Advisors, Llc
We believe planning for your future involves collaboration with plenty of courage, conviction, and flexibility along the way. We hold you accountable so you stay on track. Your future in motion. Now. Providing financial planning services to successful executives, business owners, and their families. Securities and investment advisory services offered through Osaic FA, Inc, member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.
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Verified contacts
9
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
751
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- BN
Brooke Napier
Client Services Manager · Customer/Client Service
EmailPhone - JW
Jesse Woods
Financial Planning Manager · Finance & Accounting
EmailPhone - TH
Tasha Hadley
Client Service Associate · Customer/Client Service
EmailPhone - MS
Michael Strohl
Partner · General Business & Management
EmailPhone - SI
Scott Ida
Partner · General Business & Management
EmailPhone - CH
Clara Hollin
Partner Cfp · Other
EmailPhone - DW
David Wood
Wealth Planning Advisor Partner · Other
EmailPhone - KP
Katherine Phillips
Partner · General Business & Management
EmailPhone
Showing 8 of 9 verified contacts
Top roles at Open Advisors, Llc
7 distinct titles indexed · top 7 shown.
- 3partner
- 1client service associate
- 1client services manager
- 1customer service specialist
- 1financial planning manager
- 1partner cfp
- 1wealth planning advisor partner
Sign up to unlock all 9 contacts at Open Advisors, Llc
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Sign up to reveal 9 verified contacts at Open Advisors, Llc
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