Top 10 Financial Services Companies in Plymouth

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Below is the list of Top 10 Financial Services Companies in Plymouth ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Plymouth

1. Wealth Enhancement Group

Industry: Financial Services

Location: Plymouth, Minnesota

Website: wealthenhancement.com

Company Founded: 1997

Company Size: 201-500

Company Address: 505 Highway 169, Plymouth, Minnesota, United States

Wealth Enhancement Group Contact Details

Name Title LinkedIn Phone Email
John Wernz Executive Consultant, Shareholder
James Cahn Chief Investment Officer
Orr Cooks Director Of Advisor Engagement
Kelly Windorski Chief Financial Officer
Cory Meyer Vice President, Financial Advisor
Jacob Dahlen Vice President - Finance And Analytics
Michael Sadjadi New Client Specialist
Requires/Intent and 150 more Employees
Employee Training & Workforce Development
API Integration For FinTech
Cloud Computing Solutions
Business Strategy & Growth Consulting
Data Analytics & Business Intelligence
and more

2. Summit Mortgage Corporation

Industry: Financial Services

Location: Plymouth, Minnesota

Website: joinsummitmortgage.com

Company Founded: 1992

Company Size: 201-500

Company Address: 13355 10th Avenue North, Plymouth, Minnesota, United States

Summit Mortgage Corporation Contact Details

Name Title LinkedIn Phone Email
Joshua Giddings Branch Manager
Justin Neal Narional Sales Marketing Director And Producing Loan Officer
John Yeager Branch Manager At Summit Mortgage Corporation
Susan Lazcano Branch Manager
Michael Brewbaker Branch Manager
Brian Hartman Branch Manager And Loan Officer
Tim Thurston Mortgage Consultant
Requires/Intent and 130 more Employees
ESG & Sustainable Finance Consulting
Treasury & Cash Flow Management
AI-powered Financial Insights
and more

3. Walleye Trading

Industry: Financial Services

Location: Plymouth, Minnesota

Website: walleyetrading.com

Company Founded: 2005

Company Size: 51-200

Company Address: 2800 Niagara Lane North, Plymouth, Minnesota, United States

Walleye Trading Contact Details

Name Title LinkedIn Phone Email
Trey Fitzpatrick Portfolio Manager
Kensheen Chen Equity Derivatives Trader
Will England Partner, Chief Information Officer Walleye Opportunities Fund
Jim Moeller Chief Administrative Officer And General Counsel
Andy Carney Chief Executive Officer
Blair Sargent Risk Analyst
Doug Brown Equity Derivatives Trader
Requires/Intent and 17 more Employees
Blockchain & Cryptocurrency Solutions
Employee Training & Workforce Development
and more

4. Berger Financial Group, Inc

Industry: Financial Services

Location: Plymouth, Minnesota

Website: bergerfinancialgroup.com

Company Founded: 1981

Company Size: 11-50

Company Address: 1695 Highway 169, Plymouth, Minnesota, United States

Berger Financial Group, Inc Contact Details

Name Title LinkedIn Phone Email
Nick Asmus President
Ashley Allen Marketing Intern
Christine Thomas Financial Advisor
Andrea Horsch Office Administrator
Seth Wagner Financial Advisor
Andrea Strand Financial Services Assistant
Patrick Noll Tax Manager
Requires/Intent and 21 more Employees
Digital Payment & Subscription Solutions
Financial Forecasting & Modeling
Document Management & E-signature Solutions
Financial Auditing & Reporting
and more

5. Actifi

Industry: Financial Services

Location: Plymouth, Minnesota

Website: actifi.com

Company Founded: 2003

Company Size: 11-50

Company Address: 3030 Harbor Lane, Plymouth, Minnesota, United States

Actifi Contact Details

Name Title LinkedIn Phone Email
Mark Nahlovsky Process And Technology Consultant
Sean Benson Board Member
Keenan Kneisl Licensee Success Specialist
Stephanie Thompson Sales Operations Coordinator
Matt Dowell Architect
Cooper Miller Devops Engineer
Oleg Iatic Senior Consultant
Requires/Intent and 8 more Employees
Sales & Lead Generation Strategy
Financial Auditing & Reporting
AI-powered Financial Insights
and more

6. Investors Financial Group, Llc.

Industry: Financial Services

Location: Plymouth, Minnesota

Website: ifg-llc.com

Company Founded: 1992

Company Size: 11-50

Company Address: 9800 Shelard Parkway, Plymouth, Minnesota, United States

Investors Financial Group, Llc. Contact Details

Name Title LinkedIn Phone Email
Tyler Christenson Financial Advisor
Thomas Miller Financial Advisor
Broderick Anderson Wealth Advisor Assistant
Michael Masterman Manager
Requires/Intent
Securities Trading & Brokerage
Technology Consulting
and more

7. Jnr Adjustment Company, Inc

Industry: Financial Services

Location: Plymouth, Minnesota

Website: jnrcollects.com

Company Founded: 1970

Company Size: 201-500

Company Address: 3300 Fernbrook Lane North, Plymouth, Minnesota, United States

Jnr Adjustment Company, Inc Contact Details

Name Title LinkedIn Phone Email
Koua Vang Manager Of Administration
Koua Xiong Manager Of Administration And Client Relations
Shelby Juve Legal Assistant
Richard Nelson Vice President Damage Investigations
Dalee Lor Administrative Assistant
Mark Seaton President
Kim Hillestad Sales Associate
Requires/Intent and 41 more Employees
Tax Planning & Strategy
Technology Consulting
Portfolio Management
ESG & Sustainable Finance Consulting
and more
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Plymouth Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 John Wernz Wealth Enhancement Group Executive Consultant, Shareholder
2 James Cahn Wealth Enhancement Group Chief Investment Officer
3 Orr Cooks Wealth Enhancement Group Director Of Advisor Engagement
4 Kelly Windorski Wealth Enhancement Group Chief Financial Officer
5 Cory Meyer Wealth Enhancement Group Vice President, Financial Advisor
6 Jacob Dahlen Wealth Enhancement Group Vice President - Finance And Analytics
7 Michael Sadjadi Wealth Enhancement Group New Client Specialist
8 Joshua Giddings Summit Mortgage Corporation Branch Manager
9 Justin Neal Summit Mortgage Corporation Narional Sales Marketing Director And Producing Loan Officer
10 John Yeager Summit Mortgage Corporation Branch Manager At Summit Mortgage Corporation
11 Susan Lazcano Summit Mortgage Corporation Branch Manager
12 Michael Brewbaker Summit Mortgage Corporation Branch Manager
13 Brian Hartman Summit Mortgage Corporation Branch Manager And Loan Officer
14 Tim Thurston Summit Mortgage Corporation Mortgage Consultant
15 Trey Fitzpatrick Walleye Trading Portfolio Manager
16 Kensheen Chen Walleye Trading Equity Derivatives Trader
17 Will England Walleye Trading Partner, Chief Information Officer Walleye Opportunities Fund
18 Jim Moeller Walleye Trading Chief Administrative Officer And General Counsel
19 Andy Carney Walleye Trading Chief Executive Officer
20 Blair Sargent Walleye Trading Risk Analyst
21 Doug Brown Walleye Trading Equity Derivatives Trader
22 Nick Asmus Berger Financial Group, Inc President
23 Ashley Allen Berger Financial Group, Inc Marketing Intern
24 Christine Thomas Berger Financial Group, Inc Financial Advisor
25 Andrea Horsch Berger Financial Group, Inc Office Administrator
26 Seth Wagner Berger Financial Group, Inc Financial Advisor
27 Andrea Strand Berger Financial Group, Inc Financial Services Assistant
28 Patrick Noll Berger Financial Group, Inc Tax Manager
29 Mark Nahlovsky Actifi Process And Technology Consultant
30 Sean Benson Actifi Board Member
31 Keenan Kneisl Actifi Licensee Success Specialist
32 Stephanie Thompson Actifi Sales Operations Coordinator
33 Matt Dowell Actifi Architect
34 Cooper Miller Actifi Devops Engineer
35 Oleg Iatic Actifi Senior Consultant
36 Tyler Christenson Investors Financial Group, Llc. Financial Advisor
37 Thomas Miller Investors Financial Group, Llc. Financial Advisor
38 Broderick Anderson Investors Financial Group, Llc. Wealth Advisor Assistant
39 Michael Masterman Investors Financial Group, Llc. Manager
40 Koua Vang Jnr Adjustment Company, Inc Manager Of Administration

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