Weaver Consulting Group
Weaver Consulting Group, is an RIA” (Registered Investment Advisory) firm registered with the SEC. We are a family-run business led by CRPC-Certified Advisors. Our advisors offer 20 years of experience creating customized solutions for every kind of retirement dream — from early retirement to “unretirement”—and every phase of the market cycle. We work to bring humanity back to retirement planning. You’ll find that an appointment at our office feels more like a visit, as we genuinely care about our clients, and are proud to call them our friends. At Weaver Consulting Group, we know you work hard and deserve the life you want. Whether that’s relaxing, reconnecting, traveling, or transforming your life – you’ve earned it. All you need is a financial partner who truly listens and has the expertise to prepare you for what’s next. Please see our website for disclosures: https://weaverconsultinggroup.com/disclosure/
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Verified contacts
13
available on Kipplo
LinkedIn employees
13
1 to 10 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
154
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- KL
Kaylyn Lane
Client Services Manager · Customer/Client Service
EmailPhone - HP
Hunter Peterson
Financial Advisor · Finance & Accounting
EmailPhone - JW
Jason Weaver
Managing Partner - Financial Advisor · Finance & Accounting
EmailPhone - PM
Palmer Mahoney
Associate Advisor · Finance & Accounting
EmailPhone - JV
Jessica van West
Chief Operations Officer · Operations
EmailPhone - TW
Travis Weaver
Partner - Financial Advisor · Finance & Accounting
EmailPhone
Showing 6 of 13 verified contacts
Top roles at Weaver Consulting Group
9 distinct titles indexed · top 9 shown.
- 2client services manager
- 2investment analyst intern
- 2managing partner - financial advisor
- 1associate
- 1associate advisor
- 1chief operations officer
- 1financial advisor
- 1intern
- 1partner - financial advisor
Sign up to unlock all 13 contacts at Weaver Consulting Group
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