Investment Designers, Inc. Employee Directory

Investment ManagementWisconsin, United States2-10 Employees

Investment Designers provides comprehensive investment, retirement, and financial planning to individuals, and state-of-the-art retirement plans to corporations.  Follow us for timely and informative financial information you can put to immediate use.  We welcome your feedback!

Securities offered through Triad Advisors, LLC (Triad) member FINRA/SIPC. Investment Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Triad and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad and Osaic Advisory.

Find Investment Designers, Inc. employees' phone numbers or email addresses

Investment Designers, Inc. Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Investment Designers, Inc.'s Leadership

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    D. L.
    Partner
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    B. N.
    Partner, Investment Advisor, 401(k) Coach
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    P. R.
    Financial Planner / Partner
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    J. T.
    Marketing Manager
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    M. K.
    Financial Planner
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    C. D.
    Client Relations And Administrative Assistant
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    C. D.
    Client Relations And Administrative Assistant
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    J. P.
    Registered Representative Appleton Office
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Contact profiles from Investment Designers, Inc.

Name
Title
Contact Info
Location
Last Update
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    N. T.
    Phone icon
    UNITED STATES
    Apr 22, 2024

Frequently Asked Questions

What is Investment Designers, Inc. known for?

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Investment Designers, Inc. was founded in 1987 operates in the Investment Management industry. The company's main headquarters is located in 4311 North Lightning Drive, Suite 2; you can contact the main corporate office by phone at . Explore Investment Designers, Inc.'s company overview page for more information.

What is Investment Designers, Inc.'s most common email format?

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

How many employees does Investment Designers, Inc. have currently?

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Investment Designers, Inc. has approximately 10 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Investment Designers, Inc.'s key employees and leadership?

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As of December 2025, Investment Designers, Inc.'s key employees include:

  • Partner: D. L.
  • Partner, Investment Advisor, 401(k) Coach: B. N.
  • Financial Planner / Partner: P. R.
  • Marketing Manager: J. T.
  • Financial Planner: M. K.

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