LeadIQ logo
Learn more at LeadIQ.com
Prestige Wealth Management logo

Prestige Wealth Management Employee Directory

Financial ServicesMinnesota, United States0-1 Employees

Prestige Wealth Management, Inc. operates as a registered investment advisor with the U.S. Securities and Exchange Commission. Based in Lake Elmo, Minnesota, the firm provides planning and investment guidance to individuals who are currently employed by or retired from Fortune 500 companies. Its client base includes employees from 3M, Imation, Ecolab, Medtronic, Xcel, Travelers, Best Buy, and Anderson Corp, and the firm collaborates with corporate human resources teams to offer education on employee benefits on-site nationwide.

All advisers at Prestige Wealth Management hold CFP certification. Investment advisory services are provided through Prestige Wealth Management, while securities transactions are conducted through Securities America, Inc.; the two entities operate independently.

Find Prestige Wealth Management employees' phone numbers or email addresses

Prestige Wealth Management Global Highlights

Location
Employees

North America
2

Minus sign iconPlus sign icon
  • United States Of America
    2

Prestige Wealth Management's Leadership

  • Stylized image of a person
    J. R.
    Paraplanner/Registered Senior Client Care Specialist
    Mobile Phone

Prestige Wealth Management Employee Metrics

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

Contact profiles from Prestige Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. R.
    Paraplanner/Registered Senior Client Care Specialist
    Mobile Phone
    United StatesMinnesota
    Sep 18, 2024

Frequently Asked Questions

What is Prestige Wealth Management known for?

Minus sign iconPlus sign iconPrestige Wealth Management operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-651-209-****
. Explore Prestige Wealth Management's company overview page for more information.

What is Prestige Wealth Management's most common email format?

Minus sign iconPlus sign iconPrestige Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Prestige Wealth Management email formats with LeadIQ.

How many employees does Prestige Wealth Management have currently?

Minus sign iconPlus sign iconPrestige Wealth Management has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Prestige Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Prestige Wealth Management's key employees include:

  • Paraplanner/Registered Senior Client Care Specialist: J. R.

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

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.