Partners Financial Group, LLC. logo

Partners Financial Group, LLC. Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Based in State College, Pennsylvania, Partners Financial Group, LLC operates as a national financial services firm, delivering support to a network of independent financial professionals from its corporate headquarters. The company traces its origins to 1960 and focuses on providing the resources and services that enable independent advisors to serve their clients. As of September 30, 2020, the firm managed an asset base consisting of advisory, brokerage, and directly held assets totaling about $4.24 billion, highlighting its scale in the market.

The securities business is conducted through Cetera Wealth Services, LLC, a FINRA/SIPC-registered broker-dealer, while advisory offerings come through Cetera Investment Advisers LLC, a registered investment adviser. Additional advisory services are provided through Vicus Capital, Inc., also a registered investment adviser. In this structure, Partners Financial Group functions to support independent financial professionals within the financial services sector rather than delivering direct consumer-facing advisory services.

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

Partners Financial Group, LLC. Global Highlights

Location
Employees

North America
60

Minus sign iconPlus sign icon
  • United States Of America
    60

Partners Financial Group, LLC.'s Leadership

  • Stylized image of a person
    E. D.
    President And Ceo
  • Stylized image of a person
    J. W.
    Managing Partner
  • Stylized image of a person
    J. C.
    Owner, Wealth Advisor
  • Stylized image of a person
    K. D.
    Agency Owner/Ceo
  • Stylized image of a person
    K. G.
    Client Relationship Manager
  • Stylized image of a person
    M. F.
    Compensation Manager
  • Stylized image of a person
    M. C.
    Case Manager And Risk Management Division
  • Stylized image of a person
    L. S.
    Registered Representative

Partners Financial Group, LLC. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Information Technology
  • Accounting
  • Other

Contact profiles from Partners Financial Group, LLC.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    E. D.
    President And Ceo
    Jul 23, 2025
  • Stylized image of a person
    J. W.
    Managing Partner
    Oct 21, 2024
  • Stylized image of a person
    J. C.
    Owner, Wealth Advisor
    Jun 08, 2026
  • Stylized image of a person
    K. D.
    Agency Owner/Ceo
    Oct 23, 2024
  • Stylized image of a person
    K. G.
    Client Relationship Manager
    Jun 08, 2026
  • Stylized image of a person
    M. F.
    Compensation Manager
    Oct 22, 2024
  • Stylized image of a person
    M. C.
    Case Manager And Risk Management Division
    Oct 22, 2024
  • Stylized image of a person
    L. S.
    Registered Representative
    Apr 13, 2026
  • Stylized image of a person
    J. N.
    Associate
    Oct 23, 2024
  • Stylized image of a person
    J. S. S.
    Investment Research And Due Diligence Portfolio Design
    Jun 08, 2026

Frequently Asked Questions

What is Partners Financial Group, LLC. known for?

Minus sign iconPlus sign icon
Partners Financial Group, LLC. was founded in 1960 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Partners Financial Group, LLC.'s company overview page for more information.

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

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

How many employees does Partners Financial Group, LLC. have currently?

Minus sign iconPlus sign icon
Partners Financial Group, LLC. has approximately 20 employees as of July 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of July 2026, Partners Financial Group, LLC.'s key employees include:

  • President And Ceo: E. D.
  • Managing Partner: J. W.
  • Owner, Wealth Advisor: J. C.
  • Agency Owner/Ceo: K. D.
  • Client Relationship Manager: K. G.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.