Selective Wealth Management
Selective Wealth Management is an investment advisory firm dedicated to helping clients secure their financial futures through investment expertise. Selective Wealth Management meets the needs of both individuals and institutions through various investment options such as 401Ks, IRAs, and Coverdell Education Saving Accounts.
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Verified contacts
9
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- DN
Drew Neiderer
Lead Advisor · General Business & Management
EmailPhone - BL
Brian Liedstrand
Investment Advisor Representative · Finance & Accounting
EmailPhone - CB
Cheryl Bryan
Client Operations Specialist · Operations
EmailPhone - SK
Shannon Kirkpatrick
Investment Advisor Representative · Finance & Accounting
EmailPhone - CD
Christopher Devlin
Chief Executive Officer · General Business & Management
EmailPhone - MT
Marjun Tare
Partner · General Business & Management
EmailPhone - MT
Matt Turner
Partner · General Business & Management
EmailPhone
Showing 7 of 9 verified contacts
Top roles at Selective Wealth Management
6 distinct titles indexed · top 6 shown.
- 2financial advisor
- 2investment advisor representative
- 2partner
- 1chief executive officer
- 1client operations specialist
- 1lead advisor
Sign up to unlock all 9 contacts at Selective Wealth Management
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Sign up to reveal 9 verified contacts at Selective Wealth Management
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