RockWay Wealth Partners

Finance · Iowa, United States · 1-10 Employees

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Overview

Headquarters

1601 Westlakes Pkwy Ste 200, West Des Mo...

Phone Number

(515) 414-7373

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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Apr
May
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Jul
ZI Rank
1
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1
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1

About RockWay Wealth Partners

RockWay Wealth Partners specializes in providing retirement plans for businesses and non-profits, as well as private wealth management services. They focus on understanding the unique financial circumstances of their clients, which include business owners and individuals at various life stages. The firm prides itself on offering objective advice and unbiased recommendations, ensuring a collaborative approach to financial decision-making. With a commitment to fiduciary guidance, RockWay Wealth Partners empowers clients to navigate their financial lives effectively.Explore more
RockWay Wealth Partners's Social MediaPopular SearchesRockWay Wealth PartnersRockWay WealthSIC Code 62,628NAICS Code 52,523Show more

RockWay Wealth Partners Org Chart

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BT
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Founder & President, Retirement Plan & Adviso...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

RockWay Wealth Partners

<$5M
1-10
Private
-
2015
BT
Brian ThompsonFounder & President, Retirement Plan & Advisor & Manager, Wealth
$5.9M
1-10
Private
-
1998
KM
Kellie MastersDirector, Operations & Chief Compliance Officer
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
-
SF
Scott FloersheimOwner and Advisor
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

RockWay Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

RockWay Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about RockWay Wealth Partners.

RockWay Wealth Partners Tech Stack

A closer look at the technologies used by RockWay Wealth Partners

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Frequently Asked Questions Regarding RockWay Wealth Partners

What is RockWay Wealth Partners's official website?
RockWay Wealth Partners's official website is www.rockwaywealth.com
What is RockWay Wealth Partners's Revenue?
RockWay Wealth Partners's revenue is <$5 Million
What is RockWay Wealth Partners's SIC code?
RockWay Wealth Partners's SIC: 62,628
What is RockWay Wealth Partners's NAICS code?
RockWay Wealth Partners's NAICS: 52,523
How many employees does RockWay Wealth Partners have?
RockWay Wealth Partners has 1-10 employees
What industry does RockWay Wealth Partners belong to?
RockWay Wealth Partners is in the industry of: Finance, Securities Trading
What is RockWay Wealth Partners competition?
RockWay Wealth Partners top competitors include: Wealth Advisors of Iowa, Focus Financial Network, Selkirk Wealth Advisors, Hull Wealth Management
What technology does RockWay Wealth Partners use?
Some of the popular technologies that RockWay Wealth Partners uses are: Cloudflare Website Optimization, Google AdSense, Google Universal Analytics, Microsoft 365
How do I contact RockWay Wealth Partners?
RockWay Wealth Partners contact info: Phone number: (515) 414-7373 Website: www.rockwaywealth.com
What does RockWay Wealth Partners do?

RockWay Wealth Partners specializes in providing retirement plans for businesses and non-profits, as well as private wealth management services. They focus on understanding the unique financial circumstances of their clients, which include business owners and individuals at various life stages. The firm prides itself on offering objective advice an... d unbiased recommendations, ensuring a collaborative approach to financial decision-making. With a commitment to fiduciary guidance, RockWay Wealth Partners empowers clients to navigate their financial lives effectively.Read More

What are RockWay Wealth Partners social media links?
RockWay Wealth Partners Linkedin page RockWay Wealth Partners Facebook page
Is RockWay Wealth Partners a public company?
RockWay Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about RockWay Wealth Partners

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