Screaming Eagle Wealth Management

Working With A Team That Redefines Wealth Management.

General Information
Company Name
Screaming Eagle Wealth Management
Founded Year
2018
Location (Offices)
Ventura, United States +2
Founders / Decision Makers
Number of Employees
2
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

Screaming Eagle Wealth Management - Company Profile

Screaming Eagle Wealth Management is a Financial Services startup, founded in 2018, with a focus on Wealth Management. The company's slogan, "Working With A Team That Redefines Wealth Management," emphasizes its commitment to redefining the approach towards wealth management. Founded by Erik Dullenkopf, CFP®, a CERTIFIED FINANCIAL PLANNER™ Professional, the startup specializes in catering to families in the energy & agriculture industries, guiding them through the complexities of transitioning into and managing retirement. This unique specialization has provided the company with extensive knowledge and insight into the challenges and opportunities faced by these evolving sectors. Erik Dullenkopf, also a Registered Representative and Investment Adviser Representative, offers securities and advisory services through Commonwealth Financial Network®, in addition to fixed insurance products and services through CES Insurance Agency. The company is located at 674 County Square Drive, Suite 202, Ventura, CA 93003, and can be contacted at 805-643-7700. The startup operates primarily in states including AR, CA, CO, ID, KY, NV, NM, NC, TX, WA. Screaming Eagle Wealth Management's strategic niche in the energy and agriculture sectors, coupled with its comprehensive retirement guidance, positions it as a noteworthy player in the wealth management space. However, information on the last investment and investors is not provided, leaving an opening for potential growth and partnership opportunities.

Taxonomy: retirement planning, financial planning, energy industry, agriculture industry, investment services, financial advisory, investment management, insurance products, registered investment adviser, securities, retirement transition, families, employee benefits, industry-specific knowledge

Funding Rounds & Investors of Screaming Eagle Wealth Management (0)

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