Tr Financial Group
TR Financial Group, headquartered in Omaha, Nebraska, is a multi-product, comprehensive wealth management firm. We offer a variety of services ranging from wealth management to estate planning. Committed to building long-term relationships with our clients, we help them navigate all the unexpected changes that life, and the economy, can throw at us. Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. TR Financial Group is not affiliated with Integrity Wealth.
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Verified contacts
15
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
42
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- SN
Scott Norvell
Owner · General Business & Management
EmailPhone - JI
Josh Isherwood
Financial Consultant · Finance & Accounting
EmailPhone - MS
Michael Shonsey
Financial Consultant · Finance & Accounting
EmailPhone - CP
Chad Peterson
Exec VP · General Business & Management
EmailPhone - BT
Betty Tagge
Client Relations · Customer/Client Service
EmailPhone - DJ
Dustin Johnson
Financial Consultant · Finance & Accounting
EmailPhone - JC
Jack Crumley
Financial Consultant · Finance & Accounting
EmailPhone - KJ
Kathy Johansen
Administrative Assistant · Operations
EmailPhone - KA
Kiffin Anderson
Financial Consultant · Finance & Accounting
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Tr Financial Group
7 distinct titles indexed · top 7 shown.
- 8financial consultant
- 2administrative assistant
- 1client relations
- 1exec vp
- 1executive assistant
- 1owner
- 1shareholder
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