Products & Services
About Intersect Wealth Advisors
We offer wealth planning that always puts you first and is as forward-thinking as you are about where you’re headed in life. Intersect Wealth Advisors is a company employing 1-5 people, reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in Dubuque, Iowa, United States and operating in Financial Services.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Intersect Wealth Advisors is one of 18,741 Financial companies listed in Iowa.
Business Contact Information
- Phone
- +1 (563) 5009125
- Website
- intersectwealth.com
- Address
- 788 Main St, Dubuque, Iowa, 52001, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 4 (1-5)
- Annual Revenue
- $3.4M ($1M-$5M)
Intersect Wealth Advisors: frequently asked questions
What does Intersect Wealth Advisors do?
We offer wealth planning that always puts you first and is as forward-thinking as you are about where you’re headed in life.
Where is Intersect Wealth Advisors located?
Intersect Wealth Advisors is headquartered at 788 Main St, Dubuque, Iowa, 52001, United States.
How many employees does Intersect Wealth Advisors have?
Intersect Wealth Advisors has about 4 employees (the 1-5 range).
What is Intersect Wealth Advisors's annual revenue?
Intersect Wealth Advisors's annual revenue is estimated at $3.4M (the $1M-$5M range).
What industry is Intersect Wealth Advisors in?
Intersect Wealth Advisors is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Intersect Wealth Advisors?
Its website is intersectwealth.com and its phone number is +1 (563) 5009125.
What companies are similar to Intersect Wealth Advisors?
Other large financial companies in Iowa include Athene Holding Ltd, Principal Financial Services Inc, F&G Annuities & Life Inc and American Equity Investment Life Holding Co.
Largest financial companies in Iowa
Largest financial companies
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