Fulcrum Financial Group, LLC Employee Directory

Q: How many employees does Fulcrum Financial Group, LLC have currently?

Fulcrum Financial Group, LLC has approximately 5 employees.

Financial ServicesWashington, United States2-10 Employees

STRATEGIES FOR FINANCIAL BALANCE

Fulcrum Financial Group provides strategic, comprehensive guidance responding to clients' needs within an atmosphere of mutual trust. We are dedicated to becoming our clients' trusted long-term partner—helping them navigate complex financial situations, prepare for the unexpected, and, ultimately, retire on their own terms. For a list of states in which we are registered to do business, please visit www.fulcrumfinancialgroup.com. 

Awards & Recognition

Forbes Best-In-State Wealth Advisors
2019, 2020, 2021, 2023, 2024

Forbes Top Women Wealth Advisors
2019, 2020, 2022, 2023, 2024

AdvisorHub Advisors to Watch
2023

Women in Business Leadership Award
2022

Learn more here: https://fulcrumfinancialgroup.com/about/awards


Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member SIPC www.sipc.org.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

ABOUT LPL FINANCIAL

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals. 
For more information about LPL Financial visit www.lpl.com

Find Fulcrum Financial Group, LLC employees' phone numbers or email addresses

Fulcrum Financial Group, LLC Global Highlights

North America
9

United States Of America
8
Canada
1

Fulcrum Financial Group, LLC's Leadership

S. C. A. F. F. G.
Founder, Financial Life Manager
Mobile Phone
Email
L. K.
Director Of Administration
Mobile Phone
Email
S. R.
Private Wealth Manager
Mobile Phone
Email
C. J.
Administrative Marketing Assistant
Mobile Phone
Email
J. D.
Wealth Advisor
Mobile Phone
Email
M. F.
Administrative Marketing Assistant
Mobile Phone
Email

Fulcrum Financial Group, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Fulcrum Financial Group, LLC

Name

Title

Contact Info

Location

Last Update

S. C. A. F. F. G.
Founder, Financial Life Manager
Mobile Phone
Email
United StatesColorado
Jan 26, 2026
L. K.
Director Of Administration
Mobile Phone
Email
CanadaNova Scotia
Oct 11, 2024
S. R.
Private Wealth Manager
Mobile Phone
Email
Aug 11, 2025
C. J.
Administrative Marketing Assistant
Mobile Phone
Email
United States
Oct 18, 2025
J. D.
Wealth Advisor
Mobile Phone
Email
Oct 23, 2024
M. F.
Administrative Marketing Assistant
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Fulcrum Financial Group, LLC known for?

Fulcrum Financial Group, LLC operates in the Financial Services industry. The company's main headquarters is located in 1403 South Grand Boulevard Suite 201n Spokane, Washington 99203 United States; you can contact the main corporate office by phone at

+1-509-747-****

. Explore Fulcrum Financial Group, LLC's company overview page for more information.

What is Fulcrum Financial Group, LLC's most common email format?

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

How many employees does Fulcrum Financial Group, LLC have currently?

Fulcrum Financial Group, LLC has approximately 5 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Fulcrum Financial Group, LLC's key employees and leadership?

As of February 2026, Fulcrum Financial Group, LLC's key employees include:

Founder, Financial Life Manager: S. C. A. F. F. G.
Director Of Administration: L. K.
Private Wealth Manager: S. R.
Administrative Marketing Assistant: C. J.
Wealth Advisor: J. D.

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