Insights

Growth Opportunity Midwest financial services firm with a modest headcount and six figure to low seven figure revenue presents a target for scalable wealth management offerings and scalable insurance solutions through a value aligned advisor partnership.

Product Suite Fit Specializes in life insurance retirement planning 401k IRAs and estate planning creating cross sell potential for integrated financial planning packages and advisory services.

Compliance Focus Affiliation with Transamerica and adherence to FINRA/SIPC standards highlights an emphasis on regulated products which can guide sales pitches toward compliant high integrity insurance and investment solutions.

Digital Presence Tech stack includes modern web and analytics tools suggesting openness to digital marketing partnerships client onboarding technology and online lead generation strategies.

Market Positioning Limited local footprint in Bettendorf Iowa with revenue in a higher education investment and insurance landscape indicating opportunity to expand through regional partnerships and targeted advisor programs.

Similar companies to Powell Financial Group

Powell Financial Group Tech Stack

Powell Financial Group uses 8 technology products and services including Microsoft Azure DNS, Microsoft 365, Google Fonts API, and more. Explore Powell Financial Group's tech stack below.

Microsoft Azure DNS
Domain Name Services
Microsoft 365
Email
Google Fonts API
Font Scripts
Azure Active Directory
Identity And Access Management
Office 365
Office Suites
Google Tag Manager
Tag Management
Bootstrap
UI Frameworks
AddThis
Widgets

Powell Financial Group's Email Address Formats

Powell Financial Group uses at least 1 format(s):

Powell Financial Group Email Formats	Example	Percentage
First@powellfinancialgroup.net	John@powellfinancialgroup.net	75%
FLast@powellfinancialgroup.net	JDoe@powellfinancialgroup.net	17%
FirstLast@powellfinancialgroup.net	JohnDoe@powellfinancialgroup.net	8%

Frequently Asked Questions

What is Powell Financial Group's phone number?

You can contact Powell Financial Group's main corporate office by phone at

+1-563-652-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Powell Financial Group's official website and social media links?

Powell Financial Group's official website is powellfinancialgroup.net and has social profiles on LinkedIn.

How much revenue does Powell Financial Group generate?

As of July 2026, Powell Financial Group's annual revenue is estimated to be $25M - $50M.

What is Powell Financial Group's NAICS code?

Powell Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Powell Financial Group have currently?

As of July 2026, Powell Financial Group has approximately 9 employees across 2 continents, including North AmericaAfrica. Key team members include President And Chief Executive Officer: K. J.Founder & Chief Executive Officer: M. M.Executive Director Of Communications: S. L.. Explore Powell Financial Group's employee directory with LeadIQ.

What industry does Powell Financial Group belong to?

Powell Financial Group operates in the Financial Services industry.

What technology does Powell Financial Group use?

Powell Financial Group's tech stack includes Microsoft Azure DNSMicrosoft 365Google Fonts APIAzure Active DirectoryOffice 365Google Tag ManagerBootstrapAddThis.

What is Powell Financial Group's email format?

Powell Financial Group's email format typically follows the pattern of First@powellfinancialgroup.net. Find more Powell Financial Group email formats with LeadIQ.

When was Powell Financial Group founded?

Powell Financial Group was founded in 1972.

Powell Financial Group

Q: How many employees does Powell Financial Group have currently?

Powell Financial Group has approximately 9 employees.

Q: What technology does Powell Financial Group use?

Powell Financial Group's tech stack includes Microsoft 365, Bootstrap, Google Analytics, Google Fonts API, Microsoft Online.

Q: What is Powell Financial Group's NAICS code?

Powell Financial Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesIowa, United States2-10 Employees

Powell Financial Group is a small financial services firm based in Bettendorf, Iowa. It offers life insurance, retirement planning, 401(k) plans and IRAs, estate planning, and general financial planning. The firm serves individuals and families seeking protection and structured guidance to address future needs. Securities transactions, where applicable, are conducted through Transamerica Financial Advisors, Inc., a registered investment adviser and member of FINRA/SIPC; Powell Financial Group and TFA are not affiliated. The company maintains a website at powellfinancialgroup.net.