Staples Financial Employee Directory

Financial ServicesMinnesota, United States2-10 Employees

Staples Financial, Inc. is an independent wealth management firm based in the Twin Cities.  We work with a select group of retirees, business owners, and individuals to help them achieve success in their financial plans. 

Our consultative approach focuses on 13 Wealth Management Issues we have identified as common to many of our clients.  By prioritizing these issues and integrating with your other professional advisors, we can ensure that your financial needs are met.  

Registered Representative offering securities through First Allied Securities, Inc. (FASI), A Registered Broker/Dealer, Member: FINRA/SIPC; and an Investment Advisor Representative offering Advisory through First Allied Advisory Services, Inc. (FAAS), a Registered Investment Advisor.

www.finra.org

Find Staples Financial employees' phone numbers or email addresses

Staples Financial Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Staples Financial's Leadership

  • Stylized image of a person
    T. J.
    Vice President/Partner
    Phone icon
  • Stylized image of a person
    R. L. J.
    Office Manager
    Phone icon
  • Stylized image of a person
    R. L.
    Office Manager
    Phone icon
  • Stylized image of a person
    K. S.
    Principal
    Phone icon

Staples Financial Employee Metrics

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

Contact profiles from Staples Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. J.
    Vice President/Partner
    Phone icon
    United StatesMinnesota
    Mar 24, 2026
  • Stylized image of a person
    R. L. J.
    Office Manager
    Phone icon
    United StatesMinnesota
    Sep 09, 2025
  • Stylized image of a person
    R. L.
    Office Manager
    Phone icon
    United StatesMinnesota
    Aug 06, 2024
  • Stylized image of a person
    K. S.
    Principal
    Phone icon
    Jul 12, 2025

Frequently Asked Questions

What is Staples Financial known for?

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Staples Financial was founded in 1973 operates in the Financial Services industry. The company's main headquarters is located in 2906 Upper 55th Inver Grove Heights, Minnesota 55076 United States; you can contact the main corporate office by phone at . Explore Staples Financial's company overview page for more information.

What is Staples Financial's most common email format?

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

How many employees does Staples Financial have currently?

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Staples Financial has approximately 3 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Staples Financial's key employees and leadership?

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As of February 2026, Staples Financial's key employees include:

  • Vice President/Partner: T. J.
  • Office Manager: R. L. J.
  • Office Manager: R. L.
  • Principal: K. S.

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