PDI Financial Group logo

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

  • Stylized image of a person
    M. J.
    Vice President - Long Term Care Brokerage
  • Stylized image of a person
    S. V.
    Executive Vice President
  • Stylized image of a person
    J. W.
    Accounting Office Management

PDI Financial Group Employee Metrics

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

Contact profiles from PDI Financial Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. J.
    Vice President - Long Term Care Brokerage
    Oct 18, 2024
  • Stylized image of a person
    S. V.
    Executive Vice President
    Oct 17, 2024
  • Stylized image of a person
    J. W.
    Accounting Office Management
    Oct 21, 2024

Frequently Asked Questions

What is PDI Financial Group known for?

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PDI Financial Group operates in the Insurance industry; you can contact the main corporate office by phone at . Explore PDI Financial Group's company overview page for more information.

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

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PDI Financial Group employees' email format typically follows the pattern of . 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?

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PDI Financial Group has approximately 4 employees as of August 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 August 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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