Summary

American Retirement Planners

Founded in 1989

Description

Securities offered through M.S. Howells & Co., member FINRA/SIPC. Investment advice offered through American Wealth Management, a Registered Investment Advisor and separate entity from M.S. Howells & Co.

Strengths

  • Revenue generated per employee is greater than industry average
  • Revenue growth is more steady than the industry average

Weaknesses

  • American Retirement Planners has a very small market share in their industry
  • Revenue growth is less than the industry average
  • The number of employees is not growing as fast as the industry average
  • Since American Retirement Planners was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

American Retirement Planners's annual revenue

$5389000

Based on Kona Equity data

  • Revenue per employee

    $489909

  • Variance of revenue growth

    0.25

  • Annual revenue growth since founding

    $153971

  • Revenue growth rate from first known quarter to current

    -69.5%

Employee Count

11 employees

  • Employee growth rate from first known quarter to current

    -71.4%

Executives

Laif Meidell

President

l**@financialhealth.com

Kari Riley

Client Service Specialist

k**@financialhealth.com

Jason Seale

Senior Vice President

j**@financialhealth.com

William Shepherd

Associate

w**@financialhealth.com

Gloria Lee

Investment Advisor & Representative

g**@financialhealth.com

Stephen Rowley

Senior VP, Investments

s**@financialhealth.com

Mike Foster

Partner

m**@financialhealth.com

Dwight Kees

Senior Vice President

d**@financialhealth.com

Matt Richardson

Vice President

m**@financialhealth.com

Bob Wilder

Senior Vice President

b**@financialhealth.com

Dee Schafer

Director, Client Experience

d**@financialhealth.com

Heidi Voster

Investment Wealth Advisor & Manager

h**@financialhealth.com

Cindy Christiansen

Office Administrator

c**@financialhealth.com

Jerry Borzello

Chief Compliance Officer & President & Chief Financial Officer

j**@financialhealth.com

Elizabeth Richardson

Vice President

e**@financialhealth.com

Cathleen Cavin

Executive Assistant

c**@financialhealth.com

Richard Miller

Associate

r**@financialhealth.com

Cynthia Fogleman

Client Service Specialist

c**@financialhealth.com

Michael Wasserman

Richard Miller Senior Vice President

m**@financialhealth.com

Russ Carlson

Senior Vice President - Financial Advisor

r**@financialhealth.com

Catherine Bennett

Manager, Marketing

c**@financialhealth.com

Joel Butler

Associate

j**@financialhealth.com

G Score - 2

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G2 Income per employee more than industry average.
  • G5 Variance of revenue growth is less than the industry average

Location

570 HAMMILL Ln. 
Reno, NV  89511

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Key Information

  • SIC: 6211; 621
  • NAICS: 523; 5231
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with American Retirement Planners.

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Frequently Asked Questions

Where is American Retirement Planners located?

American Retirement Planners's headquarters are located at 570 HAMMILL Ln.  Reno, NV  89511.


What is American Retirement Planners's official website?

American Retirement Planners's official website is financialhealth.com


What is American Retirement Planners's revenue?

American Retirement Planners's annual revenue is $5.4 M.


What is American Retirement Planners's SIC code?

American Retirement Planners's SIC: 6211; 621


What is American Retirement Planners's NAICS code?

American Retirement Planners's NAICS: 523; 5231.


How many employees does American Retirement Planners's have?

American Retirement Planners has 11 employees


What industry does American Retirement Planners belong to?

American Retirement Planners is in the industry of Professional training & coaching.

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