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TruNorth Wealth Management Employee Directory

Financial ServicesNevada, United States2-10 Employees

TruNorth Wealth Management is a small financial services firm based in Minden, Nevada. It concentrates on retirement planning, emphasizing early retirement planning, clear communication, and strategies that support the life its clients want to live. Through careful financial planning and steady guidance, the firm aims to simplify complex decisions and build retirement income plans that remain resilient across market cycles.

Its client base consists of individuals preparing for retirement, with an emphasis on aligning wealth with personal priorities and promoting meaningful dialogue. The firm extends its reach through educational content, including the Ready to Retire! podcast and The Early Start Retirement Plan; securities and advisory services are offered through Cambridge Investment Research entities, and TruNorth Wealth Management is not affiliated with Cambridge.

Find TruNorth Wealth Management employees' phone numbers or email addresses

TruNorth Wealth Management Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

TruNorth Wealth Management's Leadership

  • Stylized image of a person
    D. L.
    Cfp And Managing Partner And Client Portfolio Manager And Financial Advisor
    Mobile Phone

TruNorth Wealth Management Employee Metrics

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

Contact profiles from TruNorth Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. L.
    Cfp And Managing Partner And Client Portfolio Manager And Financial Advisor
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is TruNorth Wealth Management known for?

Minus sign iconPlus sign iconTruNorth Wealth Management was founded in 2012 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-775-364-****
. Explore TruNorth Wealth Management's company overview page for more information.

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

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

How many employees does TruNorth Wealth Management have currently?

Minus sign iconPlus sign iconTruNorth Wealth Management has approximately 3 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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As of August 2026, TruNorth Wealth Management's key employees include:

  • Cfp And Managing Partner And Client Portfolio Manager And Financial Advisor: D. L.

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