Wealth Managing Partners
Wealth Managing Partners, Inc. is an independent firm. We believe independence promotes a more trusting client/advisor relationship. We have no proprietary investment products to recommend and no vested interest in promoting a particular product or service. Our primary interest is that your portfolio meets your financial objectives. You can be assured of our unbiased recommendations and advice. 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 Wealth Managing Partners, Inc, are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, for which we cannot verify completeness or accuracy.
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Verified contacts
5
available on Kipplo
LinkedIn employees
6
11 to 50 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
3
tools in use
Monthly traffic
49
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- JC
Jennifer Chalaire
Director of Compliance · Finance & Accounting
EmailPhone - CJ
Cheryl Juhasz
Operations Manager · Operations
EmailPhone - KK
Kellen Kaneshiro
Financial Advisor · Finance & Accounting
EmailPhone - NL
Nicolas Longpre
President Financial Advisor · Finance & Accounting
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Wealth Managing Partners
4 distinct titles indexed · top 4 shown.
- 2director of compliance
- 1financial advisor
- 1operations manager
- 1president financial advisor
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