Comprehensive Wealth Management, Inc. is a financial services firm offering investments through our broker dealer, LPL Financial. We know that these can be frightening times, but we want to assure you that one thing you dont need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring. Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business. We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us. While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have. Well be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at [insert contact information] any time. We are always here for you. We provide our clients with sound financial advice backed by our focus on global investing and our high level of personalized service. Our guiding principles are trust, competence, integrity, professionalism and confidentiality. The 5 Star Professional Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Securities offered through LPL Financial, Member FINRA / SIPC . Investment Advice offered through Private Advisor Group, a registered investment advisor. Comprehensive Wealth Management and Private Advisor Group are separate entities from LPL Financial.
View Top Employees from Comprehensive Wealth Management IncWebsite | http://www.comprehensivewealthmanagement.net |
Revenue | $5 million |
Employees | View employees |
Address | 7500 Hwy 55 Ste 125, Golden Valley, Minnesota 55427, US |
Phone | (952) 405-6000 |
Fax | (952) 405-6005 |
Industry | Finance General, Finance |
Competitors | 20/20 Financial Group, CIG FINANCIAL SERVICES, INC., Independent Investment Services LLC, Private Wealth Management & Consulting |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
Looking for a particular Comprehensive Wealth Management Inc employee's phone or email?
The Comprehensive Wealth Management Inc annual revenue was $5 million in 2024.
Comprehensive Wealth Management Inc is based in Golden Valley, Minnesota.
The NAICS codes for Comprehensive Wealth Management Inc are [52, 5239, 523, 52393].
The SIC codes for Comprehensive Wealth Management Inc are [62, 628].