Itasca Wealth: Detailed Company Information & Corporate Profile

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Summary

The business currently specializes in Financial Services area. The company has 1-10 employees. Register with SignalHire to connect with Itasca Wealth employees and management.

Itasca Wealth Websiteitascawealth.nm.com
Industries
Itasca Wealth Headquarters Address3600 Minnesota Dr, Edina, Minnesota, 55435 US
Company Size1-10 employees
Specialities & ServicesWealth Management, Financial Planning, Retirement Planning, Risk Management Solutions, Business Planning, Investment Strategies, Education Funding, Executive Benefits Planning, Long-Term Care Planning, and Employee Benefits Planning
Founded2024
Estimated Annual Revenue$1 - 10M
Updated:2026-03-06

Estimated Website Traffic

The chart shows a growth in traffic to the nm.com website. In August, traffic increased to 25081, compared to 23344 in the previous month. The highest traffic in 2026 was recorded in March, reaching 40039 visits.

Workforce Turnover

Contact top employees from Itasca Wealth
Mark Skubic
Mark SkubicLead Advisor
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Josh Oertli
Josh OertliWealth Management Advisor
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Laura Herman
Laura HermanInsurance Operations Manager
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Travis Oertli
Travis OertliDirector of Business Development
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Courtney Defries
Courtney DefriesSenior Financial Planning Analyst
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Jarrett Yehlen
Jarrett YehlenCo-Founder & Partner
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Paul Speltz
Paul SpeltzDirector of Client Services
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Kyle Drumm
Kyle DrummInvestment Operations Manager
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Jack Wagner
Jack WagnerAssociate Financial Representative
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Kayla VandenBosch
Kayla VandenBoschDirector of Operations
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Miriam Chasnov
Miriam ChasnovFinancial Planning Analyst
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Itasca Wealth Corporate Information: FAQ

Itasca Wealth operates in the Finance industries. More details can be found on the official website: itascawealth.nm.com.
Itasca Wealth has offices located in Edina, US.
The headquarters of Itasca Wealth are located in Edina, United States.
Itasca Wealth currently employs 1-10 people.

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