Anchor Wealth Management Management Team
Contact top employees from
Anchor Wealth Management
Summary
We believe in purpose-driven investing, not performance-driven investing. This means our top priority is making sure you have the finances you need, when you need them, throughout your life.
Anchor Wealth Management industries
Financial Services
Headquarters Location
Anchor Wealth Management Employees Size
1-10 employees
Specialties
Investments, Life Insurance, Financial Planning
Founded
2005
Contact Anchor Wealth Management
Organization Website
Social Links
Phone Number
815-201-5011
Anchor Wealth Management Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2009 | Privately Held | 100-200 | < 1M | $0 | |
| 2014 | Privately Held | 1-10 | - | $- | |
| 2007 | - | 1-10 | - | $- | |
| 2017 | - | 1-10 | - | $- |
Anchor Wealth Management Employees Turnover 2 quarter 2025
Contact top employees from
Anchor Wealth Management
Kirk Pearson
Wealth Management Advisor
Dan Leonard
Financial Planning Analyst
Melissa Wenger
Chief Operating Officer
Chase Johnson
LPL Financial Advisor
Summer Baskin
Founder, Wealth Advisor
Susan Cheek
Branch Operations Manager
Carol Maddox
Branch Operations Manager
Chris Perry
Wealth Advisor
Malik Coleman
Paraplanner
Lisa Nowicki
Client Communications
Rianna Caswell
Financial Advisor
