Providence Financial Advisors

Finance · Kansas, United States · 11-50 Employees

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Overview

Headquarters

6900 College Blvd Ste 440, Overland Park...

Phone Number

(913) 323-0535

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1

About Providence Financial Advisors

Providence Financial Advisors, LLC is a fee-only financial advisory firm based in the Kansas City region, dedicated to providing a comprehensive suite of services including Total Wealth Management, Investment Management, and Financial Planning. They focus on creating tailored strategies that prioritize the unique goals and risk profiles of their clients, which include both individual and institutional investors. The firm employs Chartered Financial Analyst (CFA) Charterholders and conducts in-house investment research to ensure prudent financial strategies. With a commitment to excellence and a trusted partnership approach, they aim to help clients navigate their financial futures successfully.Explore more
Providence Financial Advisors's Social MediaPopular SearchesProvidence Financial Advisors LLCProvidence Financial AdvisorsProvidence Retailer LLCSIC Code 62,628NAICS Code 52,523Show more

Providence Financial Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Providence Financial Advi...

<$5M
11-50
Private
-
2003
<$5M
1-10
Private
-
-
AS
Aaron SoderstromFounder & Investment Chief & Strategist
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
1996
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
1994
RC
Randy CowellFounder & CEO & Lead Wealth Strategist
<$5M
1-10
Private
<$5M
1987
TG
Tish GrayFounder & Owner & Manager, Teg Wealth Advisors & Wealth, Rjfs
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Providence Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Providence Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Providence Financial Advisors.

Providence Financial Advisors Tech Stack

A closer look at the technologies used by Providence Financial Advisors

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Frequently Asked Questions Regarding Providence Financial Advisors

What is Providence Financial Advisors's official website?
Providence Financial Advisors's official website is www.pfa-llc.com
What is Providence Financial Advisors's Revenue?
Providence Financial Advisors's revenue is <$5 Million
What is Providence Financial Advisors's SIC code?
Providence Financial Advisors's SIC: 62,628
What is Providence Financial Advisors's NAICS code?
Providence Financial Advisors's NAICS: 52,523
How many employees does Providence Financial Advisors have?
Providence Financial Advisors has 11-50 employees
What industry does Providence Financial Advisors belong to?
Providence Financial Advisors is in the industry of: Finance, Securities Trading
What is Providence Financial Advisors competition?
Providence Financial Advisors top competitors include: Montrose Park Advisors, Clover Wealth Management, TEG Wealth Advisors, Omega
What technology does Providence Financial Advisors use?
Some of the popular technologies that Providence Financial Advisors uses are: Cloudflare Website Optimization, Datadog, Brightcove, Microsoft 365
How do I contact Providence Financial Advisors?
Providence Financial Advisors contact info: Phone number: (913) 323-0535 Website: www.pfa-llc.com
What does Providence Financial Advisors do?

Providence Financial Advisors, LLC is a fee-only financial advisory firm based in the Kansas City region, dedicated to providing a comprehensive suite of services including Total Wealth Management, Investment Management, and Financial Planning. They focus on creating tailored strategies that prioritize the unique goals and risk profiles of their cl... ients, which include both individual and institutional investors. The firm employs Chartered Financial Analyst (CFA) Charterholders and conducts in-house investment research to ensure prudent financial strategies. With a commitment to excellence and a trusted partnership approach, they aim to help clients navigate their financial futures successfully.Read More

What are Providence Financial Advisors social media links?
Providence Financial Advisors Linkedin page
Is Providence Financial Advisors a public company?
Providence Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about Providence Financial Advisors

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