What departments does InvestWise Financial, LLC have?

InvestWise Financial, LLC has employees across 4 departments including Business Development, Administrative, Marketing, Finance.

What is the largest department at InvestWise Financial, LLC?

The largest department at InvestWise Financial, LLC is Finance with 3 employees.

Where are InvestWise Financial, LLC employees located globally?

InvestWise Financial, LLC has employees across 3 continents and 3 countries including India, Georgia, United States Of America.

How has InvestWise Financial, LLC's team size changed over time?

InvestWise Financial, LLC's team has grown from approximately 18 to 20 employees based on available data.

InvestWise Financial, LLC Employee Directory

Q: Who are InvestWise Financial, LLC's key employees and leadership?

InvestWise Financial, LLC's key employees include: Founder/Ceo: S. M., Vice President Of Business Development: M. B., President Of Retirement Plan Services: J. U., President, Retirement Plan Services: K. K., Co-Founder: I. S..

Financial ServicesMichigan, United States11-50 Employees

InvestWise Financial, LLC is a financial services firm that provides holistic wealth management and tailored financial guidance designed to help clients pursue their stated goals. The firm emphasizes a collaborative approach, bringing together associates with diverse areas of expertise to offer a broad range of services including investment, retirement, estate, college, and tax planning, as well as insurance solutions and Social Security strategies. Its model focuses on helping clients articulate goals and make informed decisions through dedicated advisory support. Based in Bloomfield Hills, Michigan, the company operates within the wealth management and financial planning sector and serves clients through a team-based structure that integrates multiple disciplines. In addition to ongoing financial planning, InvestWise partners with LPL Financial to deliver securities and advisory services, and has engaged in activities such as a recent collaboration to provide financial education and guidance for survivors of intimate partner violence through a partnership with Whiteglove Health and HAVEN.

InvestWise Financial, LLC Global Highlights

North America
35

United States Of America
35

Asia
2

India
2

Europe
1

Georgia
1

InvestWise Financial, LLC's Leadership

M. B.
Vice President Of Business Development
Mobile Phone
Email
J. U.
President Of Retirement Plan Services
Mobile Phone
Email
K. K.
President, Retirement Plan Services
Mobile Phone
Email
S. M.
Founder/Ceo
Mobile Phone
Email
I. S.
Co-Founder
Mobile Phone
Email
M. G.
Managing Partner & Wealth Advisor
Mobile Phone
Email
B. M.
Wealth Advisor & Managing Partner
Mobile Phone
Email
M. T.
Senior Partner
Mobile Phone
Email

InvestWise Financial, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Branding
Business
Sales
Other
Accounting

Contact profiles from InvestWise Financial, LLC

Name

Title

Contact Info

Location

Last Update

B. B.
Intern
Mobile Phone
Email
UNITED STATES
Oct 22, 2024
M. S.
Executive Administrative Assistant
Mobile Phone
Email
United StatesMichigan
Mar 12, 2025
V. M.
Executive Assistant
Mobile Phone
Email
United StatesMichigan
May 15, 2025
C. M.
Senior Health Products & Insurance Sales Representative
Mobile Phone
Email
United StatesMichigan
Sep 09, 2025
E. P.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
K. C.
Administrative Assistant To James Uh Scott Rooney
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
L. L.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
M. B.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
S. C.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is InvestWise Financial, LLC known for?

InvestWise Financial, LLC was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 3883 Telegraph Road Suite 204 Suite 204 Bloomfield Hills, Michigan United States. Explore InvestWise Financial, LLC's company overview page for more information.

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

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

How many employees does InvestWise Financial, LLC have currently?

InvestWise Financial, LLC has approximately 30 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

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

As of June 2026, InvestWise Financial, LLC's key employees include:

Vice President Of Business Development: M. B.
President Of Retirement Plan Services: J. U.
President, Retirement Plan Services: K. K.
Founder/Ceo: S. M.
Co-Founder: I. S.

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InvestWise Financial, LLC Employee Directory

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