We are thrilled to have been certified this year as a 2024 Great Place to Work! 49 would not be where we are today if it wasn’t for the dedication and commitment of our team to hard work, culture, and impact. Check out our blog to read a bit more about what it means to be a Great Place To Work US ??
关于我们
49 Financial strives to serve people by taking a holistic approach when looking at their financial situation. Whether we can add value through implementing a full financial plan or by complementing your current financial situation, our goal is to meet you where you are. 49 Wealth Management, LLC d/b/a 49 Financial, is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. All investment advisory activities are performed through 49 Financial. All commissionable product sales are performed through and under the supervision of Oakwood Capital Securities (“Oakwood Capital”). 49 Financial and Oakwood Capital are not affiliated entities. Please visit https://adviserinfo.sec.gov/firm/summary/319484 For additional information regarding 49 Financials’ services, fees, conflicts of interest, and other important information. The information on this LinkedIn page is for informational purposes only and does not constitute a recommendation or offer to sell any securities or investment advisory services. All information provided here is based on sources believed to be reliable but is not guaranteed as to accuracy or completeness. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended and should not be relied upon as investment, insurance, tax, or financial advice. 49 Financial and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content.
- 网站
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https://www.49financial.com
49 Financial的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Austin，TX
- 类型
- 私人持股
- 创立
- 2019
地点
49 Financial员工
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Nicole Macaluso
Event Planner for 49 Financial
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Luke Winskowski, CFP? MBA
Senior financial services executive | Leads to build businesses for impact | Nurtures talent, inspires culture, creates community.
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Clayton Wenner
Finance and Analytics Manager
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Jeff Davidson
Founder & Chairman at Camp Gladiator ????, Founder & Chairman at Victory Financial Group ??, 6 Time Founder ??, Texas Longhorn????
动态
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Living out gratitude is intentional. Hear what Ricky West, MBA has to say here:
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Our Charlotte, NC office is Ava Smagacz's home base, but she meets with clients nationwide. Get to know her, here:
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There are 14 days until Thanksgiving, but our team, especially Katie Wussow, uses gratitude to refocus us year-round.
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From our Jacksonville, Florida office, meet Lauren Matheu ??
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From our Los Angeles, California office, meet Ashley Bourland ??
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In just three years, women are projected to control $30 trillion of the nation’s assets – a staggering shift in financial power. Even more noteworthy, 70% of them would prefer to work with a female advisor. As we approach this shift, it’s crucial for the financial services industry to recognize and support the growing demand for female representation in advisory roles. Over the next few weeks, we'll be spotlighting the ladies of 49 who are leading the way.
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