Akamai Investment Advisors, SC Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Akamai Investment Advisors, SC is a small financial advisory firm headquartered in Fitchburg, Wisconsin, operating within the financial services industry. It emphasizes building long-term relationships with clients and focuses on prudent planning rather than pursuing the next hot investment opportunity.

Securities and investment advisory services are offered through Woodbury Financial Services, Inc., a member of FINRA/SIPC. The firm serves individuals seeking steady, guided planning to navigate changes in their financial lives. With a small team, it provides personalized service grounded in principled financial guidance.

Find Akamai Investment Advisors, SC employees' phone numbers or email addresses

Akamai Investment Advisors, SC Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Akamai Investment Advisors, SC's Leadership

  • Stylized image of a person
    J. H.
    Financial Advisor, Partner
    Phone icon
  • Stylized image of a person
    D. B.
    Financial Consultant, Partner
    Phone icon
  • Stylized image of a person
    J. R. R.
    Director Of Tax Services
    Phone icon

Akamai Investment Advisors, SC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Akamai Investment Advisors, SC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. H.
    Financial Advisor, Partner
    Phone icon
    United StatesWisconsin
    Sep 05, 2025
  • Stylized image of a person
    D. B.
    Financial Consultant, Partner
    Phone icon
    United StatesWisconsin
    Apr 17, 2024
  • Stylized image of a person
    J. R. R.
    Director Of Tax Services
    Phone icon
    United StatesWisconsin
    Mar 04, 2026

Frequently Asked Questions

What is Akamai Investment Advisors, SC known for?

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Akamai Investment Advisors, SC was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 2960 Triverton Pike Drive Suite 102 Fitchburg, Wisconsin 53711 United States. Explore Akamai Investment Advisors, SC's company overview page for more information.

What is Akamai Investment Advisors, SC's most common email format?

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Akamai Investment Advisors, SC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Akamai Investment Advisors, SC email formats with LeadIQ.

How many employees does Akamai Investment Advisors, SC have currently?

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Akamai Investment Advisors, SC has approximately 2 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Akamai Investment Advisors, SC's key employees and leadership?

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As of February 2026, Akamai Investment Advisors, SC's key employees include:

  • Financial Advisor, Partner: J. H.
  • Financial Consultant, Partner: D. B.
  • Director Of Tax Services: J. R. R.

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