Tacia Wealth Management
Tacia offers strategic wealth management solutions. Our independent financial advisors manage your investments and strive to better your financial future. Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Tacia Wealth Management are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
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Verified contacts
5
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
33
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- TT
Tracie Tacia
Marketing Director · Advertising & Marketing
EmailPhone - KS
Katelyn Shaffer
Financial Paraplanner, Fpqp · Finance & Accounting
EmailPhone - KD
Kerry Dukes
Part Time Clinical Support Staff · Other
EmailPhone
Showing 3 of 5 verified contacts
Top roles at Tacia Wealth Management
4 distinct titles indexed · top 4 shown.
- 2financial paraplanner, fpqp
- 1administrative investment financial professional
- 1marketing director
- 1part time clinical support staff
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