Strategic Planning Group: Detailed Company Information & Corporate Profile
Contact top employees from
Strategic Planning Group
Summary
The business currently specializes in Financial Services area. The company has 10-50 employees. Register with SignalHire to connect with Strategic Planning Group employees and management.
| Strategic Planning Group Website | strategicutah.com |
| Social Links |   |
| Phone Number | 801.627.2200 |
| Industries | |
| Strategic Planning Group Headquarters Address | 190 S Main St, Bountiful, Utah, 84010 US |
| Company Size | 10-50 employees |
| Specialities & Services | financial planning, Retirement Planning, 401K rollovers, Wealth Management, Investment Management, IRA Analysis, Retirement, Investments, Asset Management, IRA, 401k, investing |
| Estimated Annual Revenue | $10M - 50M |
Workforce Turnover
Length of Employment
Strategic Planning Group's workforce includes employees across a wide range of tenure levels.
25% have been with the company for 1 to 2 years25% have been with the company for 3 to 4 years13% have been with the company for 5 to 7 years13% have been with the company for 8 to 10 years25% have been with the company for more than 11 yearsContact top employees from
Strategic Planning Group
Thomas BrophyVice President Strategic Development
Bruce Halvaxpresident
Jeff DraperChief Compliance Officer/Head of Trading/Head of 401(k)
Thomas CranerWealth Management Advisor
Mat ParkWealth Management Advisor
Zach GermannFinancial Advisor
Thomas HaislopFinancial Professional
Jim HardyDirector of Training
Emily WelshRegistered Client Associate
David WashSenior Partner
Tyler JensenClient Services
Benjamin FeigenbaumFinancial Professional
NashaelaSenior Customer Service Representative
Chelsea WallerFinancial Professional | Life, Disability & Benefits Planning for Individuals & Small Businesses
Melissa MooneyhamFinancial Professional
Thomas CranerPartner/Wealth Management Advisor
Companies Similar to Strategic Planning Group
Strategic Planning Group Corporate Information: FAQ
Strategic Planning Group operates in the Finance industries. More details can be found on the official website: strategicutah.com.
Strategic Planning Group has offices located in Bountiful, US.
The headquarters of Strategic Planning Group are located in Bountiful, United States.
You can contact Strategic Planning Group by phone at 801.627.2200.
Strategic Planning Group currently employs 10-50 people.
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