Insights

Independent Financial Services Target Wayne Messmer & Associates as a privately owned, independent firm with no parent company constraints to position customized, conflict-free advice and bespoke financial planning solutions.

Team-Based Approach Leverage their collaborative ‘financial TEAM’ model to upsell multi-service offerings such as comprehensive financial planning, asset growth tools, and client education programs that emphasize coordinated advisory services.

Mid-Sized Firm With 11-50 employees and a revenue band of 10 to 25 million, present scalable service packages and premium concierge support suitable for growth-stage firms seeking personal yet expansive financial guidance.

Chicago Focus Emphasize regional market expertise in Chicagoland to tailor investment strategies, estate planning, and risk management services that align with local market dynamics and client demographics.

Digital Presence Highlight their tech stack and digital channels (WordPress, Email/CRM tools) as a foundation for offering digital onboarding, client portal experiences, and data-driven advisory services to improve engagement and retention.

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Wayne Messmer & Associates Tech Stack

Wayne Messmer & Associates uses 8 technology products and services including WordPress, Microsoft 365, Twemoji, and more. Explore Wayne Messmer & Associates's tech stack below.

  • Content Management System
  • Twemoji
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Marketing Automation
  • HTML5 Mobile Boilerplate
    Mobile Application Development Platforms
  • HTTP/3
    Web & Portal Technology

Wayne Messmer & Associates's Email Address Formats

Wayne Messmer & Associates uses at least 2 email formats:
Wayne Messmer & Associates Email FormatsExamplePercentage
FLast@waynemessmerandassociates.comJDoe@waynemessmerandassociates.com
64%
First.Last@waynemessmerandassociates.comJohn.Doe@waynemessmerandassociates.com
36%

Frequently Asked Questions

What is Wayne Messmer & Associates's phone number?

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You can contact Wayne Messmer & Associates's main corporate office by phone at . 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 Wayne Messmer & Associates's official website and social media links?

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Wayne Messmer & Associates's official website is waynemessmerandassociates.com and has social profiles on LinkedIn.

How much revenue does Wayne Messmer & Associates generate?

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As of July 2026, Wayne Messmer & Associates's annual revenue is estimated to be $10M - $25M.

What is Wayne Messmer & Associates's SIC code and NAICS code?

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Wayne Messmer & Associates's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does Wayne Messmer & Associates have currently?

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As of July 2026, Wayne Messmer & Associates has approximately 11 employees across 1 continents, including North America. Key team members include Client Relations Manager: J. M. Explore Wayne Messmer & Associates's employee directory with LeadIQ.

What industry does Wayne Messmer & Associates belong to?

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Wayne Messmer & Associates operates in the Financial Services industry.

What technology does Wayne Messmer & Associates use?

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Wayne Messmer & Associates's tech stack includes WordPress, Microsoft 365, Twemoji, jQuery Migrate, Modernizr, Constant Contact, HTML5 Mobile Boilerplate and HTTP/3.

What is Wayne Messmer & Associates's email format?

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Wayne Messmer & Associates's email format typically follows the pattern of FLast@waynemessmerandassociates.com. Find more Wayne Messmer & Associates email formats with LeadIQ.
Wayne Messmer & Associates logo

Wayne Messmer & Associates

Financial ServicesIllinois, United States11-50 Employees

Wayne Messmer & Associates is a full-service, independent financial services firm based in Skokie, Illinois. Founded in 1995, the firm emphasizes a team-based approach to financial planning, aiming to deliver straightforward guidance and tools that help grow clients’ assets while maintaining a high level of personalized service. The company positions itself as serving clients throughout Chicagoland and markets itself as privately owned with no obligations to parent companies. Clients interact with a financial team rather than a single advisor, reflecting a collaborative model intended to provide steady access to diversified financial resources. The firm is a member of the Better Business Bureau as an Accredited Member, indicating a formal commitment to professional standards in its operations.

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Wayne Messmer & Associates's revenue is estimated to be in the range of $10M - $25M

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