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Widmann Financial Services Employee Directory

Financial ServicesMaryland, United States2-10 Employees

Widmann Financial Services is a small independent financial consulting firm based in Bowie, Maryland, with roots dating back to 1988. It focuses on delivering customized financial planning and asset management services tailored to each client's situation. The firm offers securities and advisory services through Commonwealth Financial Network, a registered broker-dealer and investment adviser, while planning and asset management activities are conducted directly by Widmann Financial Services, Inc. This structure underscores the firm’s emphasis on independence and objective guidance.

The company serves individuals seeking personalized financial counsel, relying on its longstanding experience to inform advice. Its relatively small team size supports a highly attentive, client-centric service model.

Find Widmann Financial Services employees' phone numbers or email addresses

Widmann Financial Services Global Highlights

Location
Employees

North America
15

Minus sign iconPlus sign icon
  • United States Of America
    15

Widmann Financial Services's Leadership

  • Stylized image of a person
    L. R.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. M.
    Director Of Financial Planning Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. R.
    Administrative Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. C. W.
    Financial Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. C.
    Operations Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. R.
    Financial Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. W.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. W.
    Mortgage Broker
    Phone icon
    Mobile Phone

Widmann Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Media & Communications

Contact profiles from Widmann Financial Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. R.
    Director
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    M. M.
    Director Of Financial Planning Services
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    D. R.
    Administrative Assistant
    Phone icon
    Mobile Phone
    United StatesMaryland
    Nov 16, 2025
  • Stylized image of a person
    D. C. W.
    Financial Consultant
    Phone icon
    Mobile Phone
    United StatesMaryland
    Apr 13, 2026
  • Stylized image of a person
    N. C.
    Operations Associate
    Phone icon
    Mobile Phone
    Aug 09, 2025
  • Stylized image of a person
    R. R.
    Financial Consultant
    Phone icon
    Mobile Phone
    United StatesMaryland
    Apr 17, 2026
  • Stylized image of a person
    A. W.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesMaryland
    Jan 24, 2025
  • Stylized image of a person
    A. W.
    Mortgage Broker
    Phone icon
    Mobile Phone
    UNITED STATES
    Sep 06, 2024
  • Stylized image of a person
    B. G.
    Financial Consultant
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    J. R.
    Administrative Assistant
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Widmann Financial Services known for?

Minus sign iconPlus sign iconWidmann Financial Services was founded in 1988 operates in the Financial Services industry. The company's main headquarters is located in 4321 Northview Drive Bowie, Maryland 20716 United States. Explore Widmann Financial Services's company overview page for more information.

What is Widmann Financial Services's most common email format?

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

How many employees does Widmann Financial Services have currently?

Minus sign iconPlus sign iconWidmann Financial Services has approximately 9 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Widmann Financial Services's key employees and leadership?

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As of April 2026, Widmann Financial Services's key employees include:

  • Director: L. R.
  • Director Of Financial Planning Services: M. M.
  • Administrative Assistant: D. R.
  • Financial Consultant: D. C. W.
  • Operations Associate: N. C.

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