Rai Wealth
For more than 30 years, RAI has been helping families pursue their financial goals. Through our commitment to caring above and beyond, we are able to help them to take advantage of the opportunities and attain their goals. We are a team of financial professionals who believe the best financial advice comes from understanding the whole family. At RAI, getting to know you is a key part of developing a financial plan that gets you where you want to go. Disclaimer Securities offered by Registered Representatives through Private Client Services, Member FINRA/ SIPC. Advisory products and services offered by Investment Advisory Representatives through RAI Wealth, a Registered Investment Advisor. Private Client Services and RAI Wealth are unaffiliated entities. RAI Wealth and Private Client Services do not offer tax or legal advice. Please consult your own tax and legal professionals for guidance on such matters. Our Advisors are Securities Registered in the follow states: AZ, CO, DC, FL, GA, IL, IN, MI, MN, OH, PA, TN, TX, UT Our Advisors offer advisory products and services in the following states: AZ, CA, CO, DC, FL, GA, HI, IL, IN, IA, MI, NY, OH, PA, TN, TX, UT, WI Access BrokerCheck by FINRA
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Verified contacts
12
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
185
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- JD
Jack Dykema
Service Associate · Customer/Client Service
EmailPhone - MP
Melissa Peterson
Operations Associate · Operations
EmailPhone - SB
Scott Brown
Managing Partner · General Business & Management
EmailPhone - TJ
Tyler Jones
Chief Investment Officer · Finance & Accounting
EmailPhone - GA
Greg Aagaard
Partner Wealth Advisor · Finance & Accounting
EmailPhone - GA
Greg Aagaard
Partner Wealth Advisor · Finance & Accounting
EmailPhone - LB
Laura Bower
Bookkeeper and Operations Assistant · Finance & Accounting
EmailPhone - MA
Melissa A. Imbrogno
Partner & COO · General Business & Management
EmailPhone
Showing 8 of 12 verified contacts
Top roles at Rai Wealth
9 distinct titles indexed · top 9 shown.
- 2partner wealth advisor
- 2service advisor
- 2service associate
- 1bookkeeper and operations assistant
- 1chief investment officer
- 1financial advisor
- 1managing partner
- 1operations associate
- 1partner & coo
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