Illuminate Financial Group

  • Financial Services
  • Omaha NE
  • 14 employees
  • Financial Services
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Company Overview

Headquarters
9290 West Dodge Road Suite 200, Omaha NE
Website
illuminatefinancialgroup.com
Phone
(402) 393-5900
Employees
14
Founded in
2002
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 523 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$7B

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Who is Illuminate Financial Group

Illuminate Financial Group is an independently owned wealth management firm located in Omaha, Nebraska. The company employs 14 people and generates an annual revenue of $7 million. Illuminate Financial Group provides a comprehensive range of financial planning services designed to meet the unique needs of each client. Their services encompass equity recommendations, life insurance and estate planning, retirement and education planning, and more. The firm differentiates itself through its commitment to customized solutions and a client-centric approach. Their advisors leverage over 200 years of collective experience to help clients identify their financial challenges and opportunities, ultimately developing strategies that address their individual circumstances. For inquiries or to learn more about their services, visit Illuminate Financial Group's website at illuminatefinancialgroup.com. Securities and advisory services are offered through Cetera Advisors LLC, a member of FINRA/SIPC, a broker/dealer and Registered Investment Advisor.

Company Leadership

Milissa Mayer

Director Of Client Services

Phone Email

Illuminate Financial Group Industry Tags

Financial Planning
Investments
Insurance
Tax Planning
Estate Planning
Financial Services
Financial Advisory Services
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Illuminate Financial Group Tech Stack

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FAQ

What is the location of Illuminate Financial Group's headquarters?
The headquarters of Illuminate Financial Group are situated at 9290 West Dodge Road Suite 200, Omaha NE
What is Illuminate Financial Group's phone number?
Illuminate Financial Group's contact number is (402) 393-5900.
What is Illuminate Financial Group's official website?
The official website of Illuminate Financial Group can be found at illuminatefinancialgroup.com.
What is Illuminate Financial Group's current revenue?
As of January 2015, Illuminate Financial Group's annual revenue reached $7B.
How many employees does Illuminate Financial Group currently have?
Illuminate Financial Group employs approximately 14+ people as of January 2015
Which industries is Illuminate Financial Group primarily operating in?
Illuminate Financial Group operates in the following industries: Finance, Credit
Who is the Director Of Client Services of Illuminate Financial Group?
Illuminate Financial Group's Director Of Client Services is Milissa Mayer
What are Illuminate Financial Group's industry tags?
Illuminate Financial Group's industry tags include: Financial Planning, Investments, Insurance
When was Illuminate Financial Group founded?
Illuminate Financial Group was founded in 2002.

Employee Directory

Key Employees

Kirby McDonald

Managing Partner

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Nic Roewert

Registered Representative

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