Verified
Cetera Financial Group
Investment Banking
Founded: Not Available
Headquarters: 15808 W Dodge Rd Ste 200, Omaha, Nebraska, 68118, United States
Overview
Location
Nebraska, United States
Headquarter
15808 W Dodge Rd Ste 200, Omaha, Nebraska, 68118, United States
Contact Number
(402) 715-5150
No of Employees
22 Employees
Industry
Investment Banking
Contact Email
information@haventower.com
Company Type
Private Company
Website
Founded
Not Available
CEO
Brandon Dirkschneid
Codes
SIC Code 62,628 | NAICS Code 52,523
Annual Revenue
<$5 Million
Total Funding
Not Available
Recent Funding Amount
Not Available
No of Funding Rounds
0
Company Overview
Coordinated Planning specializes in coordinating business, estate, life insurance, and charitable planning for busy and successful individuals. The company aims to bridge gaps in advice by ensuring effective collaboration among various financial advisors, including accountants, attorneys, and insurance agents. Their unique approach involves actively suggesting reviews and facilitating communication among advisors to ensure comprehensive and coordinated planning. This service is particularly useful for clients seeking to streamline their financial strategies and enhance advisor interaction.
Employees by Level
C-Level
1
Director
2
Manager
2
Non-Manager
1
Top Contacts
7
Top C-suite Members of Company
Connect with key decision-makers at Cetera Financial Group. View contact details of C-suite executives and leadership team.
| Name | Title | Contact | |
|---|---|---|---|
| Brandon Dirkschneid | Chief Executive Officer | b****.@coordplan.com | |
| Robert Mundy | Director, Cap of Business Development | r****y@coordplan.com | |
| Adam Bailey | Director, Business Development | a****y@coordplan.com | |
| Emma Baker | Manager, Business Insurance | e****r@coordplan.com | |
| Robert Mundy | Director, Cap of Business Development | r****y@coordplan.com | |
| Adam Bailey | Director, Business Development | a****y@coordplan.com | |
| Nan Merrill | Client Relationship Advocate | n****l@coordplan.com | |
| Kris Mrsny | Insurance Division Manager | k****y@coordplan.com |
Employees Contact
Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.
| Name | Position | Phone | Profile | |
|---|---|---|---|---|
Ron Roybal | Auditor | ******6880 | r.......l@cetera.com | |
Richard Whitworth | Managing Director Business Consulting | ******1841 | r.......r@hotmail.com | |
Debora Osberg | Human Capital | ******3191 | d.......g@gmail.com | |
Christopher Gadacz | Investment Executive | ******6880 | c.......z@cetera.com | |
Grant Haake | Supervisor, Advisory Billing And Reporting | ******3066 | t.......n@yahoo.com | |
Tara Tibbetts | Santa Monica, California | ******1374 | t.......s@cs.com | |
Clyde Ramcharan | Hr | ******3600 | c.......n@cetera.com | |
Jim Tavares | Not In Information Technology | ******7581 | j.......s@cetera.com | |
April Broadnex | Change Release Management It | ******3698 | a.......x@cetera.com | |
Suehyun | Investment Research | ******3100 | s.......m@cetera.com | |
Rajat Wadhwani | Senior Vice President | ******7667 | r.......w@yahoo.com | |
Molly Rajala | Business | ******6880 | m.......a@cetera.com | |
Steven Mayo | Senior Recruiter | ******1866 | s.......o@ymail.com | |
Tracy Nelson | Compliance | ******6880 | t.......n@cetera.com | |
Keith Hentschel | Financial Coach | *******1582 | k.......l@cetera.com | |
Aleen Suarez | Licensing Registration | ******1323 | a.......z@hotmail.com | |
Justin Laub | Project Manager - Pmo | ******3690 | j.......b@cetera.com | |
Keith Shores | Senior Vice President, Treasurer, Head Of Investor Relations, And Head Of Procurement | *******2255 | k.......s@turtlebeach.com | |
Steve Antonie | Associate Talent Analyst | ******0689 | s.......g@gmail.com | |
J.d Steven Scheichet | Certified Financial Planner Juris Doctor Accredited Investment Fiduciary | ******1580 | s.......t@gmail.com | |
Sandra Blessing | Senior Work Flow Coordinator At Cetera Financial Group | ******6880 | s.......g@cetera.com | |
Jaye Oppedahl | Wealth Management | ******6880 | j.......l@cetera.com | |
Joseph Neary | Chief Risk Officer: Cetera Financial Group | ******0755 | n.......j@aol.com | |
Kristyn Perry | Branch Office Administrator | ******5013 | k.......6@hotmail.com | |
Shaun Marcellus | Branch Administrator | ******0551 | s.......3@gmail.com | |
Phillip Barva | Financial Services | ******6880 | p.......a@cetera.com | |
Roy Nakabara | Manager, Shared Services Finance | ******4640 | r.......a@sunamerica.com | |
Douglas Phillips | Assistant Vice President | ******6134 | d.......s@firstinvestors.com | |
Jim Lane | Financial Advisor | ******6880 | j.......e@cetera.com | |
James Mccaffrey | Senior Vice President | ******9826 | j.......y@gmail.com | |
Gennaro Nardelli | Registered Sales Assistant | *******9390 | g.......i@enterprise.com | |
Byron Patterson | Senior Counsel | ******8085 | b.......9@aol.com | |
Randy Agnew | Vice President Of Alternative Invesments | ******6880 | r.......w@cetera.com | |
Christina Reid | Director Of Transitions | ******6880 | c.......d@cetera.com | |
Todd Rosser | Advisory Compliance Analyst | ******6880 | t.......r@cetera.com | |
Tiffany Wirth | Compliance Communications Analyst, Advertising Review | ******6880 | t.......h@cetera.com | |
Michael Barrett | It Support Associate | ******0067 | k.......0@yahoo.com | |
Adrian Duran | Business Development Consultant | ******7722 | a.......n@countryfinancial.com | |
Madhuri Nathani | Project Manager | ******2380 | m.......i@cetera.com | |
Mary Pennamon | Executive Assistant | ******6880 | m.......n@cetera.com | |
Martin Fehn | Manager, E-commerce Marketing | ******6880 | m.......n@hotmail.com | |
Wilder Gutierrez | Senior Project Manager | ******9890 | g.......y@pg.com | |
Alice Hill | Senior Surveillance Analyst | ******3197 | a.......1@yahoo.com | |
Lauren Stegeland | Litigation Paralegal | ******6880 | l.......d@gmail.com | |
Mark Shelson | Treasurer | *******4300 | m.......n@gmail.com | |
Long Tran | Citrix Engineer | ******2048 | m.......5@gmail.com | |
Jay Jackson | Vice President, Strategic Relationships | ******6880 | j.......n@cetera.com | |
Lucas Selby-hele | Operations Support Associate | ******0316 | h.......o@iganinja.com | |
Cheng Sayaxang | Quality Control | ******6880 | c.......g@cetera.com | |
Megan Grooters | Operations Associate | *******6220 | g.......m@yahoo.com | |
Heather Scott | Talent Acquisition | ******6880 | h.......t@cetera.com | |
Matthew Coulson | Senior Collections Coordinator | *******6880 | m.......n@cetera.com | |
Amy Hebler | Stock Trader | *******2844 | a.......r@cetera.com | |
Jason Madsen | Operations Supervisor | ******3242 | j.......n@cetera.com | |
Michelle Riggs | It | ******6880 | m.......s@cetera.com | |
Dane Listug-lunde | Financial Analysis | ******7962 | d.......e@cetera.com | |
Kristy Haley | Chief Compliance Officer Advisory | ******6880 | k.......y@cetera.com | |
Julie Jelski | Commissions | ******6880 | j.......i@cetera.com | |
Leann Kemper | Auditor | ******6880 | l.......r@primevest.net | |
Ata Linda Cuddie | Investment Advisor Representative | ******8994 | l.......e@gmail.com | |
Krista Zehder | Marketing Communications | ******6880 | k.......r@cetera.com | |
Larry Beausoleil | Advertising Review Analyst | ******6880 | l.......l@cetera.com | |
Barry Green | Financial Advisor | ******6880 | b.......n@cetera.com | |
Kelly Coulter | Public Relations And Social Media Director | *******9600 | k.......r@firstallied.com | |
Charlotte Bell | Human Resources, Benefits Manager | ******2864 | c.......l@cetera.com | |
Steve Lin | Application Development Manager | *******2931 | s.......n@cetera.com | |
Brandee Florence | Insurance Producer And Sales Assistant | *******6175 | b.......e@yourstatebank.com | |
Jolene Magedanz | Business Systems | ******6880 | v.......5@hotmail.com | |
Nathan Ginosar | It | ******8100 | n.......r@cetera.com | |
Janette Brix | Business Project Management Office | ******6880 | j.......x@cetera.com | |
Christy Tillman | External Advisory Business Consultant | ******6298 | c.......n@hotmail.com | |
Faith Jenkins | Advertising Compliance Analyst | ******6880 | f.......s@cetera.com | |
Jason Mullens | Chief Hr Officer | ******6880 | j.......s@aol.com | |
Becky Furnival | Head Of Administration And Execution | *******5215 | b.......l@cetera.com | |
Kory Borcherding | Supervisor | ******6880 | k.......g@cetera.com | |
Celia Martinez | Senior Auditor | ******6880 | m.......c@financialnetwork.com | |
Will Mack | Regional Recruiter At Cetera Financial Specialists | ******9213 | q.......1@aol.com | |
Brenda Tracy | Executive Assistant | ******3391 | b.......y@yahoo.com | |
Vyjayanth Uttanoor | Service Now Developer | ******6880 | v.......r@cetera.com | |
Ashley Roelike | Lead Client Support Associate | ******6880 | a.......e@gmail.com | |
Herb Aparicio | It Business Analyst | Data Analyst | Platform Administrator | *******6880 | h.......o@cetera.com | |
Naitik Parikh | Senior Business System Analyst | ******6880 | n.......h@cetera.com | |
Sergio Brito | Facilities Manager | ******6880 | s.......o@cetera.com | |
Nickolay Kolev | Applications Development | ******5530 | n.......v@yahoo.com | |
Nicole Sheehan | Advertising Review | ******6880 | n.......n@cetera.com | |
Quinn Mcelwee | Registered Representative | ******3055 | q.......e@unitedcp.com | |
William Chi | Analyst | ******6880 | w.......i@cetera.com | |
Karen Cecilio | Director And Vp, Diligence And Integration | *******6880 | k.......0@hotmail.com | |
Lura Mccomrick | Administrative Assistant | ******2036 | l.......k@yahoo.com | |
Dylan Banionis | Transition Relationship Management | ******6880 | d.......s@cetera.com | |
Matthew Whitehead | Financial Planning Analysis | ******6880 | m.......d@cetera.com | |
Jackson Celestin | Data Coordinator, Due Diligence | ******8797 | j.......n@cetera.com | |
Colleen Purwadi | Payroll | ******6880 | s.......6@yahoo.com | |
Jimmy Duncan | Senior Surveillance Analyst | ******7985 | j.......n@cetera.com | |
Natalya Zernitskaya | Due Diligence Analyst | *******6880 | n.......a@gmail.com | |
Beth Dendinger | Strategic Relations | ******3068 | b.......r@cetera.com | |
Raghunadha Lella | Solution Architect | Bpm | Esb | Api | Cloud | ******9815 | r.......l@yahoo.com | |
Russell Romberger | Regional Sales Manager | ******3242 | r.......r@comcast.net | |
Gavin Mcgibbon | Senior Software Engineer Team Lead | ******7796 | g.......n@gmail.com | |
Cheri Causey | Talent Acquisition Specialist | ******1984 | c.......y@lululemon.com |
Email Formats
Discover the email patterns used at Cetera Financial Group to connect with the right people.
| Email Format | Example | Percentage |
|---|---|---|
| firstname.lastname@company.com | john.doe@company.com | 45% |
| firstname@company.com | john@company.com | 30% |
| firstinitial.lastname@company.com | j.doe@company.com | 15% |
| firstname_lastname@company.com | john_doe@company.com | 10% |
View Email formats of the company.
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Frequently Asked Questions
What is the address of Cetera Financial Group's headquarters?
Cetera Financial Group is headquartered at 15808 W Dodge Rd Ste 200, Omaha, Nebraska, 68118, United States.
How can I contact Cetera Financial Group by phone?
You can reach Cetera Financial Group by calling their customer support number at (402) 715-5150.
What is the official website for Cetera Financial Group?
You can visit Cetera Financial Group's official website at www.coordplan.com.
How much revenue does Cetera Financial Group generate?
Cetera Financial Group reports an annual revenue of approximately <$5 Million.
What is the SIC code for Cetera Financial Group?
The Standard Industrial Classification (SIC) code for Cetera Financial Group is 62,628.
What is the NAICS code for Cetera Financial Group?
Cetera Financial Group falls under the NAICS code 52,523.
How many people work at Cetera Financial Group?
Cetera Financial Group has a workforce of about 22 employees.
Which industry is Cetera Financial Group part of?
Cetera Financial Group operates in the Investment Banking, Finance industry.
Which technologies are used by Cetera Financial Group?
Cetera Financial Group utilizes technologies like WooCommerce, WordPress.org, reCAPTCHA, PHP.
Who is the Chief Executive Officer (CEO) of Cetera Financial Group?
The CEO of Cetera Financial Group is Brandon Dirkschneid.
How can I get in touch with Cetera Financial Group?
To contact Cetera Financial Group, call (402) 715-5150 or visit their website at www.coordplan.com
Is Cetera Financial Group a publicly traded company?
No, Cetera Financial Group is a private company.
Who are the main competitors of Cetera Financial Group?
Key competitors of Cetera Financial Group include Cl Financial Planning, Powers Financial Resources, Victory Financial Planning, Legacy Investments & Insurance Services
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