Wealth Strategies, Llc
Wealth Strategies was created to assist individuals in navigating the complex world of financial services. Our firm has developed techniques that cut through distractions. We offer our clients qualified, comprehensive financial planning* and investment solutions. Securities offered through Integrity Wealth (marketing name of Integrity Alliance, LLC), member SIPC. Investment advisory services offered through Csenge Advisory Group, Inc, an investment advisor registered with the SEC. Integrity Wealth does not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state. Integrity Alliance, Wealth Strategies, and Csenge Advisory Group are not affiliated.
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Verified contacts
8
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
2
tools in use
Monthly traffic
24
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- KS
Kendra Smith
Office Manager · Operations
EmailPhone - AP
Aiden Pierce
Financial Advisor · Finance & Accounting
EmailPhone - AT
Allen Taylor
President · General Business & Management
EmailPhone - JH
Jake Hufham
Associate Financial Advisor · Finance & Accounting
EmailPhone - JA
James A. Waters
Financial Advisor · Finance & Accounting
EmailPhone - MS
Marcus S. Woods
Financial Advisor · Finance & Accounting
EmailPhone - WS
Wanda Stephens
Client Services Specialist · Customer/Client Service
EmailPhone
Showing 7 of 8 verified contacts
Top roles at Wealth Strategies, Llc
5 distinct titles indexed · top 5 shown.
- 3financial advisor
- 2president
- 1associate financial advisor
- 1client services specialist
- 1office manager
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