Wealth Strategies Financial Group logo

Wealth Strategies Financial Group Employee Directory

Financial ServicesMichigan, United States11-50 Employees

Wealth Strategies Financial Group operates in the financial services sector, prioritizing professional, high-ethical standards in its client relationships. The firm works to recruit experienced sales professionals for its clients and develops marketing plans to help representatives reach their career goals, while maintaining a focus on quality customer contact. Based in Southfield, Michigan, the organization is a small- to mid-sized firm with a commitment to providing long-term client support. It emphasizes civic service and volunteerism, supporting organizations such as the Arthritis Foundation, Habitat for Humanity, and the Alzheimer’s Association. Securities are offered through Cetera Advisor Networks LLC and advisory services through Cetera Investment Advisers LLC, with Cetera operating as a separate entity from Wealth Strategies. Affiliated personnel may be registered representatives offering brokerage services, investment adviser representatives offering advisory services, or both.

Find Wealth Strategies Financial Group employees' phone numbers or email addresses

Wealth Strategies Financial Group Global Highlights

Location
Employees

North America
288

Minus sign iconPlus sign icon
  • United States Of America
    285
  • Canada
    3

Asia
1

Minus sign iconPlus sign icon
  • India
    1

Wealth Strategies Financial Group's Leadership

  • Stylized image of a person
    G. W.
    President
  • Stylized image of a person
    J. B.
    President
  • Stylized image of a person
    J. M.
    President
  • Stylized image of a person
    J. H.
    President
  • Stylized image of a person
    R. F.
    President
  • Stylized image of a person
    C. R.
    Senior Partner
  • Stylized image of a person
    D. C.
    Partner
  • Stylized image of a person
    J. C.
    Senior Partner

Wealth Strategies Financial Group Employee Metrics

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

Contact profiles from Wealth Strategies Financial Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    L. T.
    Client Services Coordinator
    Jun 25, 2026
  • Stylized image of a person
    C. B.
    Wealth Consultant
    Jun 03, 2026
  • Stylized image of a person
    C. R.
    Certified Financial Planner Professional
    Jun 08, 2026
  • Stylized image of a person
    C. J.
    Retirement Planning Specialist
    Nov 10, 2025
  • Stylized image of a person
    D. W.
    Financial Advisor
  • Stylized image of a person
    H. C. C.
    Associate Financial Planner
    Oct 17, 2024
  • Stylized image of a person
    H. C.
    Financial Planner
    Oct 21, 2024
  • Stylized image of a person
    J. O.
    Financial Advisor
    Oct 17, 2024
  • Stylized image of a person
    J. M.
    Integral Member Of The Financial Planning Team
    Oct 23, 2024
  • Stylized image of a person
    J. R.
    Sales Force Associate
    Jun 08, 2026

Frequently Asked Questions

What is Wealth Strategies Financial Group known for?

Minus sign iconPlus sign icon
Wealth Strategies Financial Group was founded in 1880 operates in the Financial Services industry. Explore Wealth Strategies Financial Group's company overview page for more information.

What is Wealth Strategies Financial Group's most common email format?

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

How many employees does Wealth Strategies Financial Group have currently?

Minus sign iconPlus sign icon
Wealth Strategies Financial Group has approximately 29 employees as of August 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Wealth Strategies Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Wealth Strategies Financial Group's key employees include:

  • President: G. W.
  • President: J. B.
  • President: J. M.
  • President: J. H.
  • President: R. F.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.