Summary
Wealth Planning Network
Founded in 2000
Description
Wealth Planning Network is a complete retirement, estate, and financial planning firm delivering a concierge level of service to individuals and families. Our vision is to become the trusted wealth manager throughout the Chicago land area for physician...
Strengths
- Wealth Planning Network has a strong market share in their industry
Weaknesses
- Revenue generated per employee is less than the industry average
- Since Wealth Planning Network was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Wealth Planning Network's annual revenue
$1526000
Based on Kona Equity data
-
Revenue per employee
$305200
-
Annual revenue growth since founding
$78318
Employee Count
5 employees
Executives
Kelsey Guyan
Private Wealth Associate
k**@wpn360.comLarry Gatz
Vice President
l**@wpn360.comKim Valentino
Client Services Associate
k**@wpn360.comShaun Williams
Director, Wealth Management
s**@wpn360.comMichael Jankowski
President & Chief Executive Officer
m**@wpn360.comPhone Finance
President & Chief Executive Officer
p**@wpn360.comAngela Watkins
Director, Client Services
a**@wpn360.comG Score - 1
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.
- G1 Revenue is greater than the industry median.
Location
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Key Information
- Name: Wealth Planning Network
- Category: Investment management
- Industry: Financial planner
- SIC: 62; 628
- NAICS: 52; 523
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By City Oakbrook Terrace Small Financial planner in Oakbrook Terrace Mid-size Financial planner in Oakbrook Terrace Investment management in Oakbrook Terrace Small Investment management in Oakbrook Terrace Mid-size Investment management in Oakbrook Terrace
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Firmographic data G Score of 1 Founded in 2000 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Wealth Planning Network's headquarters are located at 1 Parkview Plz Ste 117 Ste 117 Oakbrook Terrace, IL 60181.
Wealth Planning Network's official website is wpn360.com
Wealth Planning Network's annual revenue is $1.5 M.
Wealth Planning Network's SIC: 62; 628
Wealth Planning Network's NAICS: 52; 523.
Wealth Planning Network has 5 employees
Wealth Planning Network is in the industry of Investment management.
