TruNorth Wealth Management Employee Directory

Financial ServicesNevada, United States2-10 Employees

At TruNorth Wealth Management, we help people retire with clarity, confidence, and a plan that supports the life they want to live. Through thoughtful financial planning and steady guidance, we simplify complex decisions, build purposeful retirement income strategies, and help our clients stay calm and grounded through every market cycle. Our focus is early retirement planning, meaningful communication, and aligning wealth with what matters most. 

I also host the Ready to Retire! podcast and wrote The Early Start Retirement Plan to give people simple, practical guidance as they chart their own path toward a fulfilling retirement.
 
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.  TruNorth Wealth Management and Cambridge are not affiliated. Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided on these websites.
 
TruNorth Wealth Management, LLC
1662 US Highway 395 N, Suite 203
Minden, NV  89423
 
Please review our Terms of Use here: https://www.trunorthwealth.com/privacy-policy/

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
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TruNorth Wealth Management Employee Metrics

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

Contact profiles from TruNorth Wealth Management

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

Frequently Asked Questions

What is TruNorth Wealth Management known for?

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TruNorth Wealth Management was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 1700 County Road Suite a Minden, Nevada 89423 United States; you can contact the main corporate office by phone at . Explore TruNorth Wealth Management's company overview page for more information.

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

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TruNorth 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?

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TruNorth Wealth Management has approximately 3 employees as of March 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 March 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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