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Cetera Financial Group

Investment Banking

Founded: Not Available
Headquarters: 15808 W Dodge Rd Ste 200, Omaha, Nebraska, 68118, United States
Overview
Location
Nebraska, United States
Headquarter
15808 W Dodge Rd Ste 200, Omaha, Nebraska, 68118, United States
Contact Number
(402) 715-5150
No of Employees
22 Employees
Industry
Investment Banking
Contact Email
[email protected]
Company Type
Private Company
Website
www.coordplan.com
Founded
Not Available
CEO
Brandon Dirkschneid
Codes
SIC Code 62,628 | NAICS Code 52,523
Annual Revenue
<$5 Million
Total Funding
Not Available
Recent Funding Amount
Not Available
No of Funding Rounds
0
Social Handles

Company Overview

Coordinated Planning specializes in coordinating business, estate, life insurance, and charitable planning for busy and successful individuals. The company aims to bridge gaps in advice by ensuring effective collaboration among various financial advisors, including accountants, attorneys, and insurance agents. Their unique approach involves actively suggesting reviews and facilitating communication among advisors to ensure comprehensive and coordinated planning. This service is particularly useful for clients seeking to streamline their financial strategies and enhance advisor interaction.

Employees by Level

C-Level

1

Director

2

Manager

2

Non-Manager

1

Top Contacts

7

Top C-suite Members of Company

Connect with key decision-makers at Cetera Financial Group. View contact details of C-suite executives and leadership team.

NameTitleContact
Brandon DirkschneidChief Executive Officerb****[email protected]
Robert MundyDirector, Cap of Business Developmentr****[email protected]
Adam BaileyDirector, Business Developmenta****[email protected]
Emma BakerManager, Business Insurancee****[email protected]
Robert MundyDirector, Cap of Business Developmentr****[email protected]
Adam BaileyDirector, Business Developmenta****[email protected]
Nan MerrillClient Relationship Advocaten****[email protected]
Kris MrsnyInsurance Division Managerk****[email protected]

Employees Contact

Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.

NamePositionPhoneEmailProfile
Ron Roybal
Auditor
******6880[email protected]
Richard Whitworth
Managing Director Business Consulting
******1841[email protected]
Debora Osberg
Human Capital
******3191[email protected]
Christopher Gadacz
Investment Executive
******6880[email protected]
Grant Haake
Supervisor, Advisory Billing And Reporting
******3066[email protected]
Tara Tibbetts
Santa Monica, California
******1374[email protected]
Clyde Ramcharan
Hr
******3600[email protected]
Jim Tavares
Not In Information Technology
******7581[email protected]
April Broadnex
Change Release Management It
******3698[email protected]
Suehyun
Investment Research
******3100[email protected]
Rajat Wadhwani
Senior Vice President
******7667[email protected]
Molly Rajala
Business
******6880[email protected]
Steven Mayo
Senior Recruiter
******1866[email protected]
Tracy Nelson
Compliance
******6880[email protected]
Keith Hentschel
Financial Coach
*******1582[email protected]
Aleen Suarez
Licensing Registration
******1323[email protected]
Justin Laub
Project Manager - Pmo
******3690[email protected]
Keith Shores
Senior Vice President, Treasurer, Head Of Investor Relations, And Head Of Procurement
*******2255[email protected]
Steve Antonie
Associate Talent Analyst
******0689[email protected]
J.d Steven Scheichet
Certified Financial Planner Juris Doctor Accredited Investment Fiduciary
******1580[email protected]
Sandra Blessing
Senior Work Flow Coordinator At Cetera Financial Group
******6880[email protected]
Jaye Oppedahl
Wealth Management
******6880[email protected]
Joseph Neary
Chief Risk Officer: Cetera Financial Group
******0755[email protected]
Kristyn Perry
Branch Office Administrator
******5013[email protected]
Shaun Marcellus
Branch Administrator
******0551[email protected]
Phillip Barva
Financial Services
******6880[email protected]
Roy Nakabara
Manager, Shared Services Finance
******4640[email protected]
Douglas Phillips
Assistant Vice President
******6134[email protected]
Jim Lane
Financial Advisor
******6880[email protected]
James Mccaffrey
Senior Vice President
******9826[email protected]
Gennaro Nardelli
Registered Sales Assistant
*******9390[email protected]
Byron Patterson
Senior Counsel
******8085[email protected]
Randy Agnew
Vice President Of Alternative Invesments
******6880[email protected]
Christina Reid
Director Of Transitions
******6880[email protected]
Todd Rosser
Advisory Compliance Analyst
******6880[email protected]
Tiffany Wirth
Compliance Communications Analyst, Advertising Review
******6880[email protected]
Michael Barrett
It Support Associate
******0067[email protected]
Adrian Duran
Business Development Consultant
******7722[email protected]
Madhuri Nathani
Project Manager
******2380[email protected]
Mary Pennamon
Executive Assistant
******6880[email protected]
Martin Fehn
Manager, E-commerce Marketing
******6880[email protected]
Wilder Gutierrez
Senior Project Manager
******9890[email protected]
Alice Hill
Senior Surveillance Analyst
******3197[email protected]
Lauren Stegeland
Litigation Paralegal
******6880[email protected]
Mark Shelson
Treasurer
*******4300[email protected]
Long Tran
Citrix Engineer
******2048[email protected]
Jay Jackson
Vice President, Strategic Relationships
******6880[email protected]
Lucas Selby-hele
Operations Support Associate
******0316[email protected]
Cheng Sayaxang
Quality Control
******6880[email protected]
Megan Grooters
Operations Associate
*******6220[email protected]
Heather Scott
Talent Acquisition
******6880[email protected]
Matthew Coulson
Senior Collections Coordinator
*******6880[email protected]
Amy Hebler
Stock Trader
*******2844[email protected]
Jason Madsen
Operations Supervisor
******3242[email protected]
Michelle Riggs
It
******6880[email protected]
Dane Listug-lunde
Financial Analysis
******7962[email protected]
Kristy Haley
Chief Compliance Officer Advisory
******6880[email protected]
Julie Jelski
Commissions
******6880[email protected]
Leann Kemper
Auditor
******6880[email protected]
Ata Linda Cuddie
Investment Advisor Representative
******8994[email protected]
Krista Zehder
Marketing Communications
******6880[email protected]
Larry Beausoleil
Advertising Review Analyst
******6880[email protected]
Barry Green
Financial Advisor
******6880[email protected]
Kelly Coulter
Public Relations And Social Media Director
*******9600[email protected]
Charlotte Bell
Human Resources, Benefits Manager
******2864[email protected]
Steve Lin
Application Development Manager
*******2931[email protected]
Brandee Florence
Insurance Producer And Sales Assistant
*******6175[email protected]
Jolene Magedanz
Business Systems
******6880[email protected]
Nathan Ginosar
It
******8100[email protected]
Janette Brix
Business Project Management Office
******6880[email protected]
Christy Tillman
External Advisory Business Consultant
******6298[email protected]
Faith Jenkins
Advertising Compliance Analyst
******6880[email protected]
Jason Mullens
Chief Hr Officer
******6880[email protected]
Becky Furnival
Head Of Administration And Execution
*******5215[email protected]
Kory Borcherding
Supervisor
******6880[email protected]
Celia Martinez
Senior Auditor
******6880[email protected]
Will Mack
Regional Recruiter At Cetera Financial Specialists
******9213[email protected]
Brenda Tracy
Executive Assistant
******3391[email protected]
Vyjayanth Uttanoor
Service Now Developer
******6880[email protected]
Ashley Roelike
Lead Client Support Associate
******6880[email protected]
Herb Aparicio
It Business Analyst | Data Analyst | Platform Administrator
*******6880[email protected]
Naitik Parikh
Senior Business System Analyst
******6880[email protected]
Sergio Brito
Facilities Manager
******6880[email protected]
Nickolay Kolev
Applications Development
******5530[email protected]
Nicole Sheehan
Advertising Review
******6880[email protected]
Quinn Mcelwee
Registered Representative
******3055[email protected]
William Chi
Analyst
******6880[email protected]
Karen Cecilio
Director And Vp, Diligence And Integration
*******6880[email protected]
Lura Mccomrick
Administrative Assistant
******2036[email protected]
Dylan Banionis
Transition Relationship Management
******6880[email protected]
Matthew Whitehead
Financial Planning Analysis
******6880[email protected]
Jackson Celestin
Data Coordinator, Due Diligence
******8797[email protected]
Colleen Purwadi
Payroll
******6880[email protected]
Jimmy Duncan
Senior Surveillance Analyst
******7985[email protected]
Natalya Zernitskaya
Due Diligence Analyst
*******6880[email protected]
Beth Dendinger
Strategic Relations
******3068[email protected]
Raghunadha Lella
Solution Architect | Bpm | Esb | Api | Cloud
******9815[email protected]
Russell Romberger
Regional Sales Manager
******3242[email protected]
Gavin Mcgibbon
Senior Software Engineer Team Lead
******7796[email protected]
Cheri Causey
Talent Acquisition Specialist
******1984[email protected]

Email Formats

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Technology Stack

Technology

WooCommerce
WooCommerce

WooCommerce technology used by Cetera Financial Group

WordPress.org
WordPress.org

WordPress.org technology used by Cetera Financial Group

reCAPTCHA
reCAPTCHA

reCAPTCHA technology used by Cetera Financial Group

PHP
PHP

PHP technology used by Cetera Financial Group

Frequently Asked Questions

What is the address of Cetera Financial Group's headquarters?

Cetera Financial Group is headquartered at 15808 W Dodge Rd Ste 200, Omaha, Nebraska, 68118, United States.

How can I contact Cetera Financial Group by phone?

You can reach Cetera Financial Group by calling their customer support number at (402) 715-5150.

What is the official website for Cetera Financial Group?

You can visit Cetera Financial Group's official website at www.coordplan.com.

How much revenue does Cetera Financial Group generate?

Cetera Financial Group reports an annual revenue of approximately <$5 Million.

What is the SIC code for Cetera Financial Group?

The Standard Industrial Classification (SIC) code for Cetera Financial Group is 62,628.

What is the NAICS code for Cetera Financial Group?

Cetera Financial Group falls under the NAICS code 52,523.

How many people work at Cetera Financial Group?

Cetera Financial Group has a workforce of about 22 employees.

Which industry is Cetera Financial Group part of?

Cetera Financial Group operates in the Investment Banking, Finance industry.

Which technologies are used by Cetera Financial Group?

Cetera Financial Group utilizes technologies like WooCommerce, WordPress.org, reCAPTCHA, PHP.

Who is the Chief Executive Officer (CEO) of Cetera Financial Group?

The CEO of Cetera Financial Group is Brandon Dirkschneid.

How can I get in touch with Cetera Financial Group?

To contact Cetera Financial Group, call (402) 715-5150 or visit their website at www.coordplan.com

Is Cetera Financial Group a publicly traded company?

No, Cetera Financial Group is a private company.

Who are the main competitors of Cetera Financial Group?

Key competitors of Cetera Financial Group include Cl Financial Planning, Powers Financial Resources, Victory Financial Planning, Legacy Investments & Insurance Services

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