Wealthpartners
WealthPartners is an independent wealth services company, with professionals delivering wealth and income planning and product solutions. The firm's comprehensive process includes financial life phases of Wealth Accumulation, Retirement Distribution, Business Succession, and Estate/Legacy Planning. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. WealthPartners, LLP, is not affiliated with Kestra IS or Kestra AS. https://bit.ly/KF-Disclosures This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance department at 844-553-7872.
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Verified contacts
4
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
27
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- EM
Erin McCain
COO Director of Investment Operations · Other
EmailPhone - TK
Tisha Koury
Office Administrator · Operations
EmailPhone - JT
Jeff Turnipseed
President · General Business & Management
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Wealthpartners
4 distinct titles indexed · top 4 shown.
- 1coo director of investment operations
- 1managing director
- 1office administrator
- 1president
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