Sjk Wealth Management
At SJK Wealth Management, our investors become our family: we are a community. Our mission is to serve those investors with unbiased one-on-one advice. No tricks, gimmicks, cookie-cutter solutions, and no limited, proprietary menu of investment options. Just a commitment to knowledgeable, frank, human interactions that make for a unique and transparent experience. Our dynamic wealth management process is designed to keep your needs and investment goals top of mind. It's dynamic because while we are financial plan-centered, we are constantly reviewing, monitoring and measuring your financial achievement, and are always prepared to offer alternatives tailored to you—our client. We're not afraid to be bold and visionary, but we're not swinging for the fences either. We know "slow and steady wins the race," but are always aware that in today's environment, the race can change Securities and advisory services offered through LPL Financial, Member SIPC Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit
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Verified contacts
19
available on Kipplo
LinkedIn employees
20
1 to 10 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
0
tools in use
Monthly traffic
111
organic / mo
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Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- CT
Chris Tuck
Wealth Advisor · Finance & Accounting
EmailPhone - EP
Elizabeth Pierce Lemay
Operations · Operations
EmailPhone - SK
Scott Kleiman
Wealth Advisor - Lpl Fnancial Advisor · Other
EmailPhone - BL
Billie Lee Sonntag
Administrative Assistant · Operations
EmailPhone - LT
Lindsey Tuck
Lpl Registered Administrative Associate Assistant and Client Services Associate Assistant · Other
EmailPhone
Showing 5 of 19 verified contacts
Top roles at Sjk Wealth Management
15 distinct titles indexed · top 10 shown.
- 2teacher
- 1administrative assistant
- 1boss
- 1business development manager
- 1data specialist
- 1english teacher
- 1government
- 1lpl registered administrative associate assistant and client services associate assistant
- 1md
- 1office helper
- +5more titles
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