Trademark Wealth Management
We are a locally owned, independent wealth management firm. For us, independence means that we have no “production quotas” and are not restricted to only recommending in-house investments and insurance solutions. Because we have no managers and sales targets, we can shop the global market for solutions that places your best interest ahead of all others.
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Verified contacts
4
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- RH
Ron Hickey
Financial Advisor, Director · Finance & Accounting
EmailPhone - SK
Stuart Kirk
Wealth Advisor, Director · Finance & Accounting
EmailPhone - JK
Jordan Kortenbach
Licensed Assistant · Customer/Client Service
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Trademark Wealth Management
4 distinct titles indexed · top 4 shown.
- 1financial advisor, director
- 1financial advisor, director at trademark wealth management
- 1licensed assistant
- 1wealth advisor, director
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