Illuminate Financial Group logo

Illuminate Financial Group Employee Directory

Financial ServicesNebraska, United States11-50 Employees

Illuminate Financial Group is a independently owned wealth management firm operating within the financial services industry. Based in Omaha, Nebraska, the firm emphasizes tailored, client-centric financial planning that covers equity recommendations, life insurance and estate planning, retirement and education planning, among other services. With a philosophy of providing Lifetime Financial Guidance, it positions itself to address the diverse needs of individual clients by delivering customized solutions that reflect each person’s unique circumstances. The advisory services are offered through Cetera Advisors LLC, which operates as a broker/dealer and Registered Investment Advisor, indicating a structured partnership for securities and advisory activities. The firm serves a professional audience seeking comprehensive wealth management and planning guidance, supported by a team with extensive collective experience.

Find Illuminate Financial Group employees' phone numbers or email addresses

Illuminate Financial Group Global Highlights

Location
Employees

North America
22

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  • United States Of America
    22

South America
1

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  • Bolivia
    1

Illuminate Financial Group's Leadership

  • Stylized image of a person
    S. W.
    Head Of Mergers And Acquisitions
    Phone icon
  • Stylized image of a person
    K. M.
    Managing Partner
    Phone icon
  • Stylized image of a person
    S. A.
    Financial Planner Partner
    Phone icon
  • Stylized image of a person
    C. K.
    Hr Director / Business Administrator
    Phone icon
  • Stylized image of a person
    M. M.
    Director Of Client Services
    Phone icon
  • Stylized image of a person
    A. K.
    Director Of Client Services
    Phone icon
  • Stylized image of a person
    L. M.
    Director Of First Impressions
    Phone icon
  • Stylized image of a person
    D. S.
    Licensed Operations Manager
    Phone icon

Illuminate Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Human Resources
  • Accounting
  • Administrative
  • Other
  • Community & Social Services

Contact profiles from Illuminate Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. M.
    Managing Partner
    Phone icon
    United StatesNebraska
    Apr 14, 2026
  • Stylized image of a person
    S. A.
    Financial Planner Partner
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    S. W.
    Head Of Mergers And Acquisitions
    Phone icon
    United StatesFlorida
    Jul 27, 2024
  • Stylized image of a person
    C. K.
    Hr Director / Business Administrator
    Phone icon
    United StatesNebraska
    Jun 25, 2026
  • Stylized image of a person
    M. M.
    Director Of Client Services
    Phone icon
    United StatesNebraska
    Nov 20, 2025
  • Stylized image of a person
    A. K.
    Director Of Client Services
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    L. M.
    Director Of First Impressions
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    D. S.
    Licensed Operations Manager
    Phone icon
    United StatesArkansas
    Apr 16, 2026
  • Stylized image of a person
    L. G.
    Manager
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    T. M.
    Finance Manager
    Phone icon
    Oct 24, 2024

Frequently Asked Questions

What is Illuminate Financial Group known for?

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Illuminate Financial Group was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 9290 West Dodge Road Suite 200 Omaha, Nebraska 68114 United States; you can contact the main corporate office by phone at . Explore Illuminate Financial Group's company overview page for more information.

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

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

How many employees does Illuminate Financial Group have currently?

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Illuminate Financial Group has approximately 12 employees as of June 2026. These team members are located across 2 continents, including North AmericaSouth America.

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

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As of June 2026, Illuminate Financial Group's key employees include:

  • Head Of Mergers And Acquisitions: S. W.
  • Managing Partner: K. M.
  • Financial Planner Partner: S. A.
  • Hr Director / Business Administrator: C. K.
  • Director Of Client Services: M. M.

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