Financial Design Group Employee Directory

Financial ServicesOhio, United States11-50 Employees

Providing Intelligent Long Term Strategies Our professional mission is to guide our clients in aligning their financial decisions with their dreams and core values, helping them to create, multiply, enjoy, and ultimately transfer more wealth to future generations. At Financial Design Group we utilize a client centric team of experts to help our advisors focus first and foremost on providing objective customized solutions to assist individuals, professionals and business owners in reaching their financial goals. We are a team of over 30 advisors, with locations in Ohio, Arizona, California, Indiana, and Kentucky, and clients across the country. Our practice Areas include: Risk Management Investment and Portfolio Management Retirement Income Strategies Financial Planning Business Problem Solving Employee Benefits Family Wealth Counseling Business Transition and Continuation Strategies For more information please visit our website: www.fdgonline.com Certain individuals associated with Financial Design Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Financial Design Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. Financial Design Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Find Financial Design Group employees' phone numbers or email addresses

Financial Design Group Global Highlights

North America
67

United States Of America
67

Oceania
10

New Zealand
9
Australia
1

Financial Design Group's Leadership

B. J.
President
Mobile Phone
Email
J. S.
President
Mobile Phone
Email
M. C.
President
Mobile Phone
Email
M. C.
President
Mobile Phone
Email
F. B.
Vice President
Mobile Phone
Email
A. E.
Director Of Operations
Mobile Phone
Email
J. S.
Managing Director
Mobile Phone
Email
J. K.
Director, Marketing And Development
Mobile Phone
Email

Contact profiles from Financial Design Group

Name

Title

Contact Info

Location

Last Update

B. J.
President
Mobile Phone
Email
United StatesOklahoma
Sep 17, 2024
J. S.
President
Mobile Phone
Email
United StatesOhio
Oct 21, 2024
M. C.
President
Mobile Phone
Email
Oct 23, 2024
M. C.
President
Mobile Phone
Email
United StatesOhio
Apr 24, 2024
F. B.
Vice President
Mobile Phone
Email
Oct 16, 2024
A. E.
Director Of Operations
Mobile Phone
Email
United StatesIllinois
Oct 22, 2024
J. S.
Managing Director
Mobile Phone
Email
United StatesOhio
Sep 17, 2024
J. K.
Director, Marketing And Development
Mobile Phone
Email
United StatesCalifornia
Jul 27, 2023
S. R.
Field Director And Wealth Advisor
Mobile Phone
Email
United StatesPennsylvania
Nov 03, 2023
S. B.
Director Of Operations
Mobile Phone
Email
United StatesOhio
May 24, 2024

Frequently Asked Questions

What is Financial Design Group known for?

Financial Design Group operates in the Financial Services industry. The company's main headquarters is located in 3230 Central Park West Dr #100 Toledo, OH 43617 United States; you can contact the main corporate office by phone at

+1-419-843-****

. Explore Financial Design Group's company overview page for more information.

What is Financial Design Group's most common email format?

Financial Design Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Design Group email formats with LeadIQ.

How many employees does Financial Design Group have currently?

Financial Design Group has approximately 11 employees as of December 2024. These team members are located across 2 continents, including North AmericaOceania.

Who are Financial Design Group's key employees and leadership?

As of December 2024, Financial Design Group's key employees include:

President: B. J.
President: J. S.
President: M. C.
President: M. C.
Vice President: F. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking