Insights

Niche Market Focus Stewards Planning Group specializes in serving values-driven clients across the United States, presenting an opportunity to offer specialized financial products and services tailored to socially conscious investors seeking personalized wealth management solutions.

Growth Potential With annual revenues between 1 million and 10 million and a dedicated team of 11-50 employees, there is potential for expanding their client base and service offerings through targeted outreach and strategic partnerships with firms offering complementary financial planning tools.

Technology Stack Utilizing tools like Google Analytics and Cloudflare indicates an online presence open to digital engagement, providing opportunities for lead generation through content marketing, webinars, and online financial planning resources tailored to their values-driven clientele.

Recent Staffing Moves Recent hires in client services and first impressions suggest a focus on improving client experience and operational efficiency, which can be leveraged to introduce innovative financial products and digital onboarding solutions to enhance client engagement.

Competitive Landscape Operating in a competitive space alongside large firms like Charles Schwab and Fidelity, Stewards Planning Group can benefit from positioning highly personalized, values-aligned services and niche expertise as differentiators to attract clients seeking bespoke financial guidance.

Stewards Planning Group Tech Stack

Stewards Planning Group uses 8 technology products and services including Facebook Pixel, Cloudflare CDN, Cloudflare, and more. Explore Stewards Planning Group's tech stack below.

Facebook Pixel

Analytics

Cloudflare CDN

Content Delivery Network

Cloudflare

Content Management System

Open Graph

Content Management System

Font Awesome

Font Scripts

Google Fonts API

Font Scripts

Google Analytics

Web Analytics

GoDaddy

Web Hosting

Stewards Planning Group Email Formats	Example	Percentage
First@taatjesfinancial.com	John@taatjesfinancial.com	92%
FLast@taatjesfinancial.com	JDoe@taatjesfinancial.com	8%

Stewards Planning Group Email Formats

Example

Percentage

First@taatjesfinancial.com

John@taatjesfinancial.com

92%

FLast@taatjesfinancial.com

JDoe@taatjesfinancial.com

Frequently Asked Questions

Where is Stewards Planning Group's headquarters located?

Stewards Planning Group's main headquarters is located at 1104 19th Avenue Southwest Willmar, Minnesota 56201 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Stewards Planning Group's phone number?

You can contact Stewards Planning Group's main corporate office by phone at

+1-320-222-****

. 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 Stewards Planning Group's official website and social media links?

Stewards Planning Group's official website is stewardsplanning.com and has social profiles on LinkedIn.

What is Stewards Planning Group's NAICS code?

Stewards Planning Group's NAICS code is 52 - Finance and Insurance.

How many employees does Stewards Planning Group have currently?

As of April 2026, Stewards Planning Group has approximately 11 employees across 2 continents, including North AmericaAsia. Key team members include President, Chief Growth Officer: M. K.Founder, Ceo & Financial Advisor: B. T.Director Of First-Impressions: D. H.. Explore Stewards Planning Group's employee directory with LeadIQ.

What industry does Stewards Planning Group belong to?

Stewards Planning Group operates in the Financial Services industry.

What technology does Stewards Planning Group use?

Stewards Planning Group's tech stack includes Facebook PixelCloudflare CDNCloudflareOpen GraphFont AwesomeGoogle Fonts APIGoogle AnalyticsGoDaddy.

What is Stewards Planning Group's email format?

Stewards Planning Group's email format typically follows the pattern of First@taatjesfinancial.com. Find more Stewards Planning Group email formats with LeadIQ.

When was Stewards Planning Group founded?

Stewards Planning Group was founded in 2006.

Stewards Planning Group

Q: How many employees does Stewards Planning Group have currently?

Stewards Planning Group has approximately 11 employees.

Q: What technology does Stewards Planning Group use?

Stewards Planning Group's tech stack includes Cloudflare, Facebook Pixel, Datadog, Facebook, Amazon Web Services.

Q: What is Stewards Planning Group's NAICS code?

Stewards Planning Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesMinnesota, United States11-50 Employees

Stewards Planning Group is an independent, tax-intelligent financial planning firm based in Willmar, Minnesota, that serves values-driven clients across the country. Our experienced team of wealth stewards delivers customized financial guidance designed around your most important priorities. Relationships, collaboration, purpose and generosity are what make us passionate about our work, and it's a privilege to partner with families in stewarding their wealth.
 
1104 19th Ave SW | Willmar, MN  56201

Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC.(finra.org; sipc.org) Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

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