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Kristina Shea

New Business Coordinator at WealthPlan Group

  • LinkedIn

Email Email: k****@wealthplan.group

phone noPhone Number: (***)-***-****

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WEALTHPLAN GROUP

WEALTHPLAN GROUP

  • description Description
    WealthPlan is a firm built by advisors, for advisors, from the very beginning. Follow along with our story as weve grown from regional, commission-based investing into one of the nations larg...

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  • Employees count Employees 11-50
  • Revenue Revenue 10 Million to 25 Million
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WealthPlan Group Org Chart and Mapping

Employees

Kristina Shea

New Business Coordinator

Erik Ogard

Investment Management Consultant

David Peterson

Chief Compliance Officer / Osj

Sarah McLean

Chief Operations Officer

Frequently Asked Questions Regarding Kristina Shea

Answer: Kristina Shea works for WealthPlan Group as New Business Coordinator

Answer: Kristina Shea’s role in WealthPlan Group is New Business Coordinator

Answer: Kristina Shea's email address is k***@gmail.com

Answer: Kristina Shea's business email address is k****@wealthplan.group

Answer: Kristina Shea’s direct phone number is (***)-***-****

Answer: Kristina Shea works in the industry of: Investment Management

Answer: Kristina Shea works WealthPlan Group located at 101 S 108th Ave, Omaha, Nebraska, 68154, United States

Answer: WealthPlan Group's New Business Coordinator is Kristina Shea

Answer: Kristina Shea contact details:

  • Phone number  :  (***)-***-****
  • Email  :  k****@wealthplan.group

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