Plexus Financial Services, LLC Employee Directory

Financial ServicesIllinois, United States2-10 Employees

Plexus Financial Services, LLC, provides independent advice on corporate retirement strategies, collaborating with employers to help ensure that those strategic objectives and fiduciary obligations are met, while helping participants achieve their retirement goals through their defined contribution, defined benefit and non-qualified plans.

As a co-fiduciary, we provide comprehensive investment, plan design, fiduciary assistance, provider management and consulting services for employers of all sizes.

We focus on mitigating fiduciary risk, developing plan designs, provider partnerships and open fund architectures that help deliver solutions for our plan sponsor clients and their participant's retirement planning needs.

Plexus Financial Services, LLC 21805 Field Parkway, Suite 300, Deer Park, Illinois 60010 Phone: 847-307-6222

This communication is strictly intended for individuals residing in the states of California, Colorado, Illinois, Michigan, New York, Oklahoma, Tennessee, Texas, Washington, Wisconsin.   No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html.

Find Plexus Financial Services, LLC employees' phone numbers or email addresses

Plexus Financial Services, LLC Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Oceania
1

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  • Australia
    1

Plexus Financial Services, LLC's Leadership

  • Stylized image of a person
    N. W.
    Vice President, Client Relations
    Phone icon
  • Stylized image of a person
    S. R.
    Client Coordinator
    Phone icon
  • Stylized image of a person
    S. R.
    Client Administrator
    Phone icon

Plexus Financial Services, LLC Employee Metrics

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

Contact profiles from Plexus Financial Services, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    N. W.
    Vice President, Client Relations
    Phone icon
    United StatesTexas
    Feb 18, 2026
  • Stylized image of a person
    S. R.
    Client Coordinator
    Phone icon
    UNITED STATES
    Sep 21, 2025
  • Stylized image of a person
    S. R.
    Client Administrator
    Phone icon
    UNITED STATES
    Sep 11, 2023

Frequently Asked Questions

What is Plexus Financial Services, LLC known for?

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Plexus Financial Services, LLC was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 21805 Field Parkway Suite 300 Deer Park, Illinois 60010 United States; you can contact the main corporate office by phone at . Explore Plexus Financial Services, LLC's company overview page for more information.

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

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

How many employees does Plexus Financial Services, LLC have currently?

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Plexus Financial Services, LLC has approximately 4 employees as of March 2026. These team members are located across 2 continents, including North AmericaOceania.

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

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As of March 2026, Plexus Financial Services, LLC's key employees include:

  • Vice President, Client Relations: N. W.
  • Client Coordinator: S. R.
  • Client Administrator: S. R.

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