Welcome to Welp Financial, an independent financial planning firm in business since 1988 and serving central and southern Minnesota. Our firm helps clients with income planning and has particular experience with families who have farms and need guidance with legacy and beneficiary planning. We believe in planning first and investing second.
View Top Employees from Welp Financial ServicesWebsite | https://www.welpfinancial.com |
Revenue | $1 million |
Employees | View employees |
Founded | 1988 |
Address | 360 Pierce Ave Suite 111, North Mankato, Minnesota 56003, US |
Phone | (507) 625-5800 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Blanchard Financial, Sterling Wealth Partners |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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The Welp Financial Services annual revenue was $1 million in 2024.
Welp Financial Services is based in North Mankato, Minnesota.
The NAICS codes for Welp Financial Services are [52393, 523, 5239, 52].
The SIC codes for Welp Financial Services are [628, 62].