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Wealth Partners Financial, LLC Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Wealth Partners is an independent financial services firm based in Cedarburg, Wisconsin, just outside Milwaukee. It provides fiduciary services and fee-only financial planning through a personalized process designed to support lifelong financial security, including Retirement Financial Planning, Investment & Wealth Management, and Estate Planning. Investment advisory services are offered through Mutual Advisors, LLC DBA Wealth Partners, an SEC-registered adviser; the firm is independently owned and operated.
The firm has a history spanning about twenty years and is led by principal Jared Thompson, who began as a registered adviser in the Rocky Mountains before establishing a practice focused on unbiased, non-commissionable guidance. A notable development in its recent history is a January 2018 partnership with VanderBloemen Group LLC.

Find Wealth Partners Financial, LLC employees' phone numbers or email addresses

Wealth Partners Financial, LLC Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Wealth Partners Financial, LLC's Leadership

  • Stylized image of a person
    J. F. T.
    Founder And Financial Guide
    Phone icon
    Mobile Phone

Wealth Partners Financial, LLC Employee Metrics

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

Contact profiles from Wealth Partners Financial, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. F. T.
    Founder And Financial Guide
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Jun 08, 2026

Frequently Asked Questions

What is Wealth Partners Financial, LLC known for?

Minus sign iconPlus sign iconWealth Partners Financial, LLC operates in the Financial Services industry. The company's main headquarters is located in W62n582 Washington Avenue Cedarburg, Wisconsin 53012 United States; you can contact the main corporate office by phone at
+1-262-240-****
. Explore Wealth Partners Financial, LLC's company overview page for more information.

What is Wealth Partners Financial, LLC's most common email format?

Minus sign iconPlus sign iconWealth Partners Financial, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Partners Financial, LLC email formats with LeadIQ.

How many employees does Wealth Partners Financial, LLC have currently?

Minus sign iconPlus sign iconWealth Partners Financial, LLC has approximately 4 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Wealth Partners Financial, LLC's key employees and leadership?

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As of June 2026, Wealth Partners Financial, LLC's key employees include:

  • Founder And Financial Guide: J. F. T.

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