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PDI Financial Group Employee Directory

InsuranceWisconsin, United States2-10 Employees

PDI Financial Group operates in the insurance industry, providing insurance products and related services on a national scale. Its client base includes insurance agents, stock brokers, broker-dealers, and financial institutions. For more than 40 years, the company has served as the managing general agent for a portfolio of over 50 financial services companies.

The company is based in Appleton, Wisconsin. It maintains a small professional team.

Find PDI Financial Group employees' phone numbers or email addresses

PDI Financial Group Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

PDI Financial Group's Leadership

  • Vice President - Long Term Care Brokerage at PDI Financial Group
    M. J.
    Vice President - Long Term Care Brokerage
    Mobile Phone
  • Executive Vice President at PDI Financial Group
    S. V.
    Executive Vice President
    Mobile Phone
  • Accounting Office Management at PDI Financial Group
    J. W.
    Accounting Office Management
    Mobile Phone

PDI Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Finance
  • Other
  • Community & Social Services

Contact profiles from PDI Financial Group

Name
Title
Contact
Location
Last Update
  • Vice President - Long Term Care Brokerage at PDI Financial Group
    M. J.
    Vice President - Long Term Care Brokerage
    Mobile Phone
    Oct 18, 2024
  • Executive Vice President at PDI Financial Group
    S. V.
    Executive Vice President
    Mobile Phone
    Oct 17, 2024
  • Accounting Office Management at PDI Financial Group
    J. W.
    Accounting Office Management
    Mobile Phone
    Sep 03, 2026

Frequently Asked Questions

What is PDI Financial Group known for?

Minus sign iconPlus sign iconPDI Financial Group operates in the Insurance industry. You can contact PDI Financial Group's main corporate office by phone at
+1-920-739-****
. Explore PDI Financial Group's company overview page for more information.

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

Minus sign iconPlus sign iconPDI Financial Group employees' email format typically follows the pattern of First@pdifinancial.com. Trying to find reliable and up-to-date employee contact data? Find more PDI Financial Group email formats with LeadIQ.

How many employees does PDI Financial Group have currently?

Minus sign iconPlus sign iconPDI Financial Group has approximately 4 employees as of September 2026. These team members are located across 1 continents, including North America.

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

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As of September 2026, PDI Financial Group's key employees include:

  • Vice President - Long Term Care Brokerage: M. J.
  • Executive Vice President: S. V.
  • Accounting Office Management: J. W.

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