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Shillin Wealth Management Employee Directory

Investment ManagementWisconsin, United States2-10 Employees

Shillin Wealth Management is a financial services firm focused on investment management and custom financial planning for a select group of families, business owners, and corporations. Based in Altoona, Wisconsin, the firm emphasizes fiduciary-based, non-biased guidance to help clients align their financial plans with life goals and ambitions, using technology to simplify complex planning tasks. Its services are designed to provide clarity and confidence in pursuing individual goals, with an approach centered on integrity and trust in client relationships. The company operates in a modern wealth-management context, delivering tailored planning and advisory services through a small professional team.

Find Shillin Wealth Management employees' phone numbers or email addresses

Shillin Wealth Management Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Shillin Wealth Management's Leadership

  • Co-Owner at Shillin Wealth Management
    C. S.
    Co-Owner
    Mobile Phone
  • Employee at Shillin Wealth Management
    M. S.
    Mobile Phone

Shillin Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Other
  • Banking

Contact profiles from Shillin Wealth Management

Name
Title
Contact
Location
Last Update
  • Co-Owner at Shillin Wealth Management
    C. S.
    Co-Owner
    Mobile Phone
    United States, Wisconsin
    Jul 08, 2024
  • Employee at Shillin Wealth Management
    M. S.
    Mobile Phone
    United States, Wisconsin
    Apr 26, 2025

Frequently Asked Questions

What is Shillin Wealth Management known for?

Minus sign iconPlus sign iconShillin Wealth Management was founded in 2018 and operates in the Investment Management industry. Explore Shillin Wealth Management's company overview page for more information.

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

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

How many employees does Shillin Wealth Management have currently?

Minus sign iconPlus sign iconShillin Wealth Management has approximately 9 employees as of September 2026. These team members are located across 1 continents, including North America.

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

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As of September 2026, Shillin Wealth Management's key employees include:

  • Co-Owner: C. S.
  • : M. S.

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