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Kummer Financial Strategies, Inc. logo

Kummer Financial Strategies, Inc. Employee Directory

Financial ServicesColorado, United States2-10 Employees

Kummer Financial Strategies, Inc. is a SEC-registered investment adviser based in Highlands Ranch, Colorado. The firm provides financial planning and investment advisory services tailored to address clients’ evolving needs in a changing market. With a small professional team, it offers a range of services designed to help clients pursue both short- and long-term financial goals. A notable development in its history is the 2017 partnership with Mariner Wealth Advisors. The firm notes that third-party rankings or recognitions do not guarantee future investment performance and directs readers to disclosures on its website. Interested individuals can request a complimentary consultation to review their financial situation and the services available.

Find Kummer Financial Strategies, Inc. employees' phone numbers or email addresses

Kummer Financial Strategies, Inc. Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Kummer Financial Strategies, Inc.'s Leadership

  • Stylized image of a person
    A. S.
    Client Accounts Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. T.
    Para Planner And Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. D.
    Certified Financial Planner
    Phone icon
    Mobile Phone

Kummer Financial Strategies, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Kummer Financial Strategies, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. S.
    Client Accounts Assistant
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    B. T.
    Para Planner And Assistant
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    P. D.
    Certified Financial Planner
    Phone icon
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Kummer Financial Strategies, Inc. known for?

Minus sign iconPlus sign iconKummer Financial Strategies, Inc. operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-303-470-****
. Explore Kummer Financial Strategies, Inc.'s company overview page for more information.

What is Kummer Financial Strategies, Inc.'s most common email format?

Minus sign iconPlus sign iconKummer Financial Strategies, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kummer Financial Strategies, Inc. email formats with LeadIQ.

How many employees does Kummer Financial Strategies, Inc. have currently?

Minus sign iconPlus sign iconKummer Financial Strategies, Inc. has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Kummer Financial Strategies, Inc.'s key employees and leadership?

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As of July 2026, Kummer Financial Strategies, Inc.'s key employees include:

  • Client Accounts Assistant: A. S.
  • Para Planner And Assistant: B. T.
  • Certified Financial Planner: P. D.

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