Straightline
StraightLine is a financial planning and investment management firm. Additionally, StraightLine works directly with employers to support the general education, communication, and advice needs of employees participating in their 401k, 403b, or 457 retirement plans. DISCLOSURE: Information presented is for informational purposes only. StraightLine Group, LLC (“StraightLine”) is a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Past performance is not indicative of future results. Investing involves risk, including the possibility of loss of principal. The ideas and opinions expressed herein do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy. Before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Any forward-looking statements or forecasts are based on assumptions and actual results may vary. Information presented from third parties is believed to be reliable, but no warranty is provided. StraightLine is not required to update information presented, unless otherwise required by applicable law. For more information about StraightLine, including our Form ADV Part 2A Brochure, please visit https://adviserinfo.sec.gov/firm/summary/127401 or contact us at 248-269-8366.
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Verified contacts
51
available on Kipplo
LinkedIn employees
83
11 to 50 range
Open roles
—
no listings
Distinct roles
36
indexed titles
Tech stack
1
tools in use
Monthly traffic
570
organic / mo
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Decision-makers and verified team members
51 contacts with verified email or phone · masked until revealed.
- SM
Sonny Mehra
Director of Research · Research & Development
EmailPhone - AP
Amy Pisano
Office Manager · Operations
EmailPhone - BM
Bethany Mosshart
COO Director of Administration · Other
EmailPhone - DK
Doris Karras
Chief Compliance Officer · Legal
EmailPhone - MB
Mike Bisaro
President & CEO · General Business & Management
EmailPhone - RR
Rob Rickey
Chief Growth Officer · General Business & Management
EmailPhone - MO
Manny Ortiz
Director of Operations · Operations
EmailPhone - KL
Kiover Lara
Forman · Operations
EmailPhone - GB
Gunner Bliss
Wealth Management Intern · Finance & Accounting
EmailPhone
Showing 9 of 51 verified contacts
Top roles at Straightline
36 distinct titles indexed · top 10 shown.
- 8owner
- 4financial advisor
- 3president & ceo
- 2director of research
- 1administrative - finance
- 1analyst
- 1banking and posting specialist
- 1builder
- 1business owner
- 1cargo depatment
- +26more titles
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