Straight Arrow Financial Group Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

At Straight Arrow Financial Group, we thrive on giving confidence to you and your loved ones. Through genuine relationships, reliable team knowledge and honest advice, we are here to help you work towards your financial goals.  
When you join our group, you become family and we believe that “family is not an important thing.  It is everything.” Michael J. Fox

At Straight Arrow Financial Group, our licensed staff is organized to assist you with your entire planning needs. Whether you are:

  - Creating an income stream,  
  - Navigating the health care gauntlet, or
  - Passing your savvy habits to your children

We are here for you when you need us the most.  With LPL’s state of the art technology, our extensive health care planning and client involvement, we want you to know that your livelihood is our top priority.  Find out what your family’s future holds with Straight Arrow Financial Group.

Securities offered through LPL Financial Member SIPC www.sipc.org.  Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Straight Arrow Financial Group and Independent Advisor Alliance are separate entities from LPL Financial.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which I am registered to conduct securities business, visit my website at www.straightarrowfg.com.

Find Straight Arrow Financial Group employees' phone numbers or email addresses

Straight Arrow Financial Group Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Straight Arrow Financial Group's Leadership

  • Stylized image of a person
    P. H.
    President And Wealth Advisor
    Phone icon
  • Stylized image of a person
    N. W.
    Wealth Advisor
    Phone icon
  • Stylized image of a person
    Q. H.
    Wealth Advisor
    Phone icon
  • Stylized image of a person
    E. F.
    Client Service Specialist
    Phone icon
  • Stylized image of a person
    M. F.
    Client Data Specialist
    Phone icon
  • Stylized image of a person
    N. W.
    Client Service Specialist
    Phone icon
  • Stylized image of a person
    N. W.
    Wealth Advisor
    Phone icon

Straight Arrow Financial Group Employee Metrics

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

Contact profiles from Straight Arrow Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. H.
    President And Wealth Advisor
    Phone icon
    United StatesWisconsin
    Mar 25, 2026
  • Stylized image of a person
    N. W.
    Wealth Advisor
    Phone icon
    United StatesWisconsin
    Oct 17, 2025
  • Stylized image of a person
    Q. H.
    Wealth Advisor
    Phone icon
    United StatesWisconsin
    Sep 17, 2025
  • Stylized image of a person
    E. F.
    Client Service Specialist
    Phone icon
    United StatesWisconsin
    Nov 10, 2025
  • Stylized image of a person
    M. F.
    Client Data Specialist
    Phone icon
    United StatesWisconsin
    Mar 24, 2026
  • Stylized image of a person
    N. W.
    Client Service Specialist
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    N. W.
    Wealth Advisor
    Phone icon
    Oct 18, 2024

Frequently Asked Questions

What is Straight Arrow Financial Group known for?

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Straight Arrow Financial Group operates in the Financial Services industry. The company's main headquarters is located in 1717 Wolf Road Suite e Richfield, Wisconsin United States. Explore Straight Arrow Financial Group's company overview page for more information.

What is Straight Arrow Financial Group's most common email format?

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

How many employees does Straight Arrow Financial Group have currently?

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Straight Arrow Financial Group has approximately 7 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Straight Arrow Financial Group's key employees and leadership?

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As of April 2026, Straight Arrow Financial Group's key employees include:

  • President And Wealth Advisor: P. H.
  • Wealth Advisor: N. W.
  • Wealth Advisor: Q. H.
  • Client Service Specialist: E. F.
  • Client Data Specialist: M. F.

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