| Law Offices of Darrel C Rumley |
915 Highland Pointe Dr Ste 250 Roseville, CA 95678 |
|
91678xxxx0 |
dar***@r********.com |
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| Shiells & Hammer |
3400 Douglas Blvd Ste 220 Roseville, CA 95661 |
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91691xxxx4 |
ash*****@s***************.com |
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27 |
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379 |
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| BBMP Wealth Management & Insurance Service |
2990 Lava Ridge Ct, Roseville, CA 95661 |
|
91621xxxx7 |
ale**********@n*.com |
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| Kenny Heller |
600 Montgomery St Ste 1600 San Francisco, CA 94111 |
|
41573xxxx3 |
adm*******@c*****.com |
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91 |
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107401 |
16349 |
108000 |
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| Vector Wealth Management |
2530 Douglas Blvd Ste 130, Roseville, CA 95661 |
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91657xxxx0 |
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| Phuong La, EA |
San Francisco, CA 94108 |
|
41574xxxx5 |
exa****@m***.com |
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5 |
5 |
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| Simpson Wealth Planning |
2277 Fair Oaks Blvd, Sacramento, CA 95825 |
|
91633xxxx0 |
lam**@s********************.com |
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| Allen Feest Kjellberg Wealth Management Group - Morgan Stanley |
1478 Stone Point Dr #500, Roseville, CA 95661 |
|
91679xxxx0 |
acc**********@m************.com |
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| We Alliance Wealth Advisors |
3001 Douglas Blvd Ste 142 Roseville, CA 95661 |
|
91632xxxx0 |
ter**@w************.com |
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| Morgan Stanley Wealth Management |
455 Capitol Mall Ste 115, Sacramento, CA 95814 |
|
91692xxxx0 |
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| Zeller Kern Private Wealth |
11335 Gold Express Dr Ste 155, Gold River, CA 95670 |
|
91643xxxx0 |
ask**@z*********.com |
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| Measured Financial |
3017 Douglas Blvd STE 300, Roseville, CA 95661 |
|
91697xxxx0 |
inf*@m****************.com |
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| Wisdom Pointe Wealth Advisors - Ameriprise Financial Services, LLC |
1700 Eureka Rd #110, Roseville, CA 95661 |
|
91678xxxx5 |
dns*****@a***.com |
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| Solera Asset Managers |
1512 Eureka Rd Suite 240, Roseville, CA 95661 |
|
91667xxxx0 |
con****@s*******.com |
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| American Eagle Wealth Advisors -RJFS Inc |
11335 Gold Express Dr Ste 125, Gold River, CA 95670 |
|
91685xxxx1 |
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| Lilani Wealth Management |
1624 Santa Clara Dr Ste 235, Roseville, CA 95661 |
|
88852xxxx2 |
aki**@l*********************.com |
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440 |
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| Retirement Wealth Advisors Inc |
1504 Eureka Rd, Roseville, CA 95661 |
|
91678xxxx0 |
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| Sutter Wealth Management |
3500 Douglas Blvd #150, Roseville, CA 95661 |
|
87728xxxx1 |
inf*@s*******.com |
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| Merrill Lynch Financial Advisor Eric D Forward |
2998 Douglas Blvd #290, Roseville, CA 95661 |
|
91677xxxx3 |
aar**********@s*****.com |
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| Glenn Kenes - Private Wealth Advisor, Ameriprise Financial Services |
470 Nevada St Ste 200, Auburn, CA 95603 |
|
53082xxxx1 |
bkr******************@a***.com |
5 |
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| Sky Insurance Brokers |
6960 Destiny Dr Ste 101 Rocklin, CA 95677 |
|
91654xxxx0 |
ada*@s****************.com |
5 |
153 |
4.9 |
27 |
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952 |
199 |
981 |
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| WGG Wealth Partners - Ameriprise Financial Services |
3741 Douglas Blvd Ste 290, Roseville, CA 95661 |
|
91667xxxx0 |
aly********@a***.com |
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3 |
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502 |
91 |
510 |
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| BULMAN WEALTH GROUP |
3400 Douglas Blvd Suite 150, Roseville, CA 95661 |
|
91645xxxx9 |
ask@b***********.com |
5 |
4 |
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337 |
170 |
374 |
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| Ideal Life Wealth Management |
9700 Village Center Dr Ste 234 Granite Bay, CA 95746 |
|
91623xxxx6 |
dan***********@l**.com |
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| William J Sweeney |
915 Highland Pointe Dr Ste 250 Roseville, CA 95678 |
|
91678xxxx1 |
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5 |
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| Andrew Lee - Premier Lending |
2998 Douglas Blvd Suite 325 Roseville, CA 95661 |
|
91679xxxx7 |
and*******@p****************.com |
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4.6 |
7 |
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| HJS Wealth Management & Insurance Service |
4140 Mother Lode Dr, Shingle Springs, CA 95682 |
|
53067xxxx0 |
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| Barretta Wealth Management |
63 Natoma St, Folsom, CA 95630 |
|
91629xxxx2 |
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| Bank of Marin |
11201 Gold Express Dr Ste 100, Gold River, CA 95670 |
|
91684xxxx4 |
ach**********@b**********.com |
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| Astute Wealth Management |
3108 Ponte Morino Dr, Cameron Park, CA 95682 |
|
53067xxxx1 |
ant****@a***********.com |
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| Cody O'Keefe - Private Wealth Advisor, Ameriprise Financial Services |
3741 Douglas Blvd Ste 290, Roseville, CA 95661 |
|
91667xxxx0 |
cod********@a***.com |
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| ManzCPA Accounting & Consulting |
114 N Sunrise Ave Ste B4 Roseville, CA 95661 |
|
91631xxxx0 |
and**********@m******.com |
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| Rogers Wealth Planning |
1111 Exposition Blvd, Sacramento, CA 95815 |
|
91648xxxx3 |
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| Sierra Ridge Wealth Management |
915 Highland Pointe Dr #150, Roseville, CA 95678 |
|
91624xxxx5 |
aal*****@s****************.com |
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| Next Level Advisors |
983 Reserve Dr Roseville, CA 95678 |
|
91696xxxx1 |
bne****@n****************.net |
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| Weston and Tuttle Wealth Advisors, LLC |
3420 Coach Lane, #3, Shingle Springs, CA 95682 |
|
53067xxxx9 |
adm**@w**************.com |
4.9 |
8 |
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| Veripax Wealth Management |
101 Parkshore Dr, Folsom, CA 95630 |
|
91635xxxx5 |
bri********@v******.net |
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| Diversified Wealth Management |
320 Taylor Rd, Newcastle, CA 95658 |
|
53088xxxx3 |
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| IFC and Insurance Marketing, Inc. |
102 El Dorado St Auburn, CA 95603 |
|
53088xxxx0 |
dav**@i*****.com |
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5 |
5 |
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| Fountainhead Wealth Management |
1860 Howe Ave Ste 106, Sacramento, CA 95825 |
|
91677xxxx0 |
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| Crater Hill Financial |
Loomis, CA 95650 |
|
91639xxxx2 |
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| Terry Sherrill - Private Wealth Advisor, Ameriprise Financial Services, LLC |
3741 Douglas Blvd Ste 290, Roseville, CA 95661 |
|
91667xxxx0 |
dns*****@a***.com |
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| Klosek Law Offices |
820 Alhambra Blvd Sacramento, CA 95816 |
|
91629xxxx0 |
ah@k***************.com |
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4.9 |
59 |
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| Bold, Polisner, Maddow, Nelson & Judson-Family Wealth Law Group, PC |
3626 Fair Oaks Blvd, Sacramento, CA 95864 |
|
91652xxxx2 |
aly***@f*******************.com |
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| Loan City Mortgage |
2251 Douglas Blvd Ste 100 Roseville, CA 95661 |
|
91630xxxx1 |
inf*@c********.com |
5 |
30 |
5 |
153 |
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| Clayton Holcomb- Wealth Management Strategies |
967 Reserve Dr Roseville, CA 95678 |
|
91678xxxx5 |
cla************@w*************************.net |
5 |
3 |
3 |
2 |
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| My Retirement Exit |
9245 Laguna Springs Dr Ste 200 Elk Grove, CA 95758 |
|
88858xxxx7 |
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5 |
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| Wurm & Frye Wealth Management |
3741 Douglas Blvd Ste 310, Roseville, CA 95661 |
|
91678xxxx8 |
inf*@w************.com |
5 |
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| Tidwell Wealth Management |
2209 Plaza Dr Suite 200, Rocklin, CA 95765 |
|
91646xxxx6 |
jan**@t************.com |
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| Lofe Wealth Management |
1325 Howe Ave Ste 200A, Sacramento, CA 95825 |
|
91655xxxx1 |
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| Stanley Leong - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1700 Eureka Rd STE 110, Roseville, CA 95661 |
|
91678xxxx5 |
dns*****@a***.com |
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| Hedrick Stodghill |
5935 Granite Lake Dr Ste 120 Granite Bay, CA 95746 |
|
91698xxxx5 |
joh*******@f*************.com |
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3.5 |
11 |
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| Evan's Financial Wealth Management |
1425 River Park Dr, Sacramento, CA 95815 |
|
91664xxxx6 |
soc***@n*****************.com |
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|
107340 |
16225 |
108000 |
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| KOI wealth management |
2151 Eureka Rd Ste 105 Roseville, CA 95661 |
|
91636xxxx4 |
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2.3 |
3 |
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| Grecu Capital Management, Inc. |
970 Reserve Dr #100, Roseville, CA 95678 |
|
88850xxxx8 |
adm**@g***********.com |
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| Schmoekel Wealth Management |
712 Main St, Woodland, CA 95695 |
|
53066xxxx3 |
a.z******@e**********************.com |
|
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|
18702 |
20 |
20000 |
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| David L Aton - Private Wealth Advisor, Ameriprise Financial Services |
1420 Rocky Ridge Dr Ste 160, Roseville, CA 95661 |
|
91678xxxx0 |
dav*********@a***.com |
|
17 |
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| Roundleaf - Roseville |
8775 Sierra College Blvd Ste 350 Roseville, CA 95661 |
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91657xxxx8 |
ask@r***********.com |
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| Cornerstone Wealth and Tax Advisory Group, Inc. |
1540 Eureka Rd STE 103, Roseville, CA 95661 |
|
91659xxxx0 |
adm**@c****.net |
4.7 |
14 |
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127 |
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| Merrill Lynch Financial Advisor Jay A Johnson |
2998 Douglas Blvd, Roseville, CA 95661 |
|
80078xxxx7 |
aar**********@s*****.com |
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| DIMENSIONS WEALTH MANAGEMENT |
915 Highland Pointe Dr STE 250, Roseville, CA 95678 |
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91633xxxx8 |
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| Vivian Tran - Nation Wholesale Lending |
1677 Eureka Rd Ste 201 Roseville, CA 95661 |
|
91674xxxx7 |
8f9*************************************@w*****************.com |
5 |
5 |
5 |
12 |
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| Lynch Financial Advisors |
1700 Eureka Rd, Roseville, CA 95661 |
|
91677xxxx3 |
dav********@l*********************.com |
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| Merrill Lynch Wealth Management |
555 Capitol Mall Ste 1400, Sacramento, CA 95814 |
|
91664xxxx0 |
ari*********@m*.com |
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| Lebaron Laboratory |
Granite Bay, CA 95746 |
|
91679xxxx3 |
68d*************************************@w*****************.com |
4.2 |
5 |
5 |
10 |
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| WisdomPEAK Wealth Advisors - Ameriprise Financial Services |
1430 Blue Oaks Blvd Ste 290, Roseville, CA 95747 |
|
91658xxxx0 |
dns*****@a***.com |
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110 |
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112 |
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| David Deruelle - RBC Wealth Management Financial Advisor |
4944 Windplay Dr Ste 310, El Dorado Hills, CA 95762 |
|
83123xxxx4 |
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| Private Wealth Management |
1104 Corporate Way, Sacramento, CA 95831 |
|
91644xxxx2 |
bra*********@a***.com |
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203 |
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206 |
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| Sullivan Group |
2270 Douglas Blvd Ste 205 Roseville, CA 95661 |
|
91679xxxx0 |
all****@s************.net |
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| Stadjuhar Wealth Strategists |
1420 Rocky Ridge Dr Roseville, CA 95661 |
|
91672xxxx0 |
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| Merrill Lynch Financial Advisor David A. Thomas |
2998 Douglas Blvd #290, Roseville, CA 95661 |
|
91687xxxx6 |
dom*****************@b************.com |
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| NextStep4You |
1227 Pleasant Grove Blvd, Roseville, CA 95678 |
|
91643xxxx7 |
hea****@n***********.com |
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| Hunter & Renfro |
1013 Galleria Blvd Ste 205 Roseville, CA 95678 |
|
91644xxxx0 |
ebe*@e*******.com |
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| Kimberly B Ogden - Atherton Wealth Advisors |
5854 Lonetree Blvd Rocklin, CA 95765 |
|
91662xxxx2 |
bar**********@o****************.com |
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| Merrill Investment & Retirement Financial Center |
4012 Foothills Blvd, Roseville, CA 95747 |
|
91687xxxx6 |
dom*****************@b************.com |
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| Mike Kenison - SAFE Financial Services - Wealth Advisor |
2295 Iron Point Rd Ste 100, Folsom, CA 95630 |
|
91697xxxx3 |
aas***********@s*****.org |
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9871 |
301 |
10000 |
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| Peak Financial Freedom Group |
2520 Douglas Blvd # 110, Roseville, CA 95661 |
|
91679xxxx3 |
inf*@p******.com |
4.2 |
13 |
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612 |
9 |
633 |
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| Wealth Design Group |
3445 American River Dr Ste C, Sacramento, CA 95864 |
|
91648xxxx9 |
f@w****************.com |
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183 |
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187 |
5 |
1 |
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| GBR Real Estate And Investment Co Inc |
63 Natoma St Ste 120, Folsom, CA 95630 |
|
91622xxxx2 |
cha****@g************.com |
3.8 |
29 |
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| Heather Smart, CFP , CEPA , APMA , CRPC |
3741 Douglas Blvd Ste 290, Roseville, CA 95661 |
|
91667xxxx0 |
dns*****@a***.com |
5 |
5 |
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544 |
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| Stifel |
1420 Rocky Ridge Dr #340, Roseville, CA 95661 |
|
91662xxxx2 |
abb***@s*****.com |
4 |
4 |
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4875 |
|
5300 |
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| Stan Leavitt - Private Wealth Advisor, Ameriprise Financial Services |
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 |
|
91678xxxx0 |
col**********@a***.com |
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217 |
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| Dimensions Wealth Management |
915 Highland Pointe Dr, Roseville, CA 95678 |
|
91633xxxx8 |
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| K W Wealth Management |
2931 Land Park Dr, Sacramento, CA 95818 |
|
91620xxxx2 |
c18*****************************@s*****.wixpress |
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212 |
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259 |
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| Diligence Wealth Management, LLC |
2530 Douglas Blvd STE 170, Roseville, CA 95661 |
|
91690xxxx6 |
c18*****************************@s*****.wixpress |
5 |
21 |
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| Steve Harris - Private Wealth Advisor, Ameriprise Financial Services |
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 |
|
91678xxxx5 |
col**********@a***.com |
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93 |
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95 |
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| Craig Parker - Financial Advisor, Ameriprise Financial Services, LLC |
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 |
|
91678xxxx7 |
cra*********@a***.com |
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| Wealth Makers Inc. - CLOSED |
7149 Clearbrook Way, Sacramento, CA 95823 |
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| Williams Wealth Management |
524 Main St, Woodland, CA 95695 |
|
91641xxxx0 |
mic***************@l**.com |
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| Pacific Financial Partners |
140 Diamond Creek Pl Suite 175, Roseville, CA 95747 |
|
91676xxxx2 |
nyf*****@w******************.com |
5 |
7 |
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| Morgan Stanley Wealth Management |
400 Capitol Mall, Sacramento, CA 95814 |
|
91656xxxx2 |
int**********@m************.com |
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5 |
1 |
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| Claycomb Wealth Management |
1024 Iron Point Rd, Folsom, CA 95630 |
|
83125xxxx3 |
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| Edward Jones - Financial Advisor: Cody C Sloan, CFP®|AAMS™ |
970 Reserve Dr Suite 150, Roseville, CA 95678 |
|
91677xxxx4 |
a.j*********@e**********.com |
5 |
1 |
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44 |
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| We Alliance Wealth Advisors, Inc. |
3001 Douglas Blvd Ste 142, Roseville, CA 95661 |
|
91632xxxx0 |
ter**@w************.com |
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| Northwestern Mutual Life Insurance |
5 Sierra Gate Plaza, Roseville, CA 95678 |
|
91678xxxx1 |
a.-***********@n*****************.com |
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107421 |
16372 |
108000 |
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| Buckendorf Wealth Management - UBS Financial Services Inc. |
3001 Douglas Blvd Ste 160, Roseville, CA 95661 |
|
91677xxxx2 |
abc*******@u**.com |
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| Scherer Wealth Management |
2520 Douglas Blvd, Roseville, CA 95661 |
|
91679xxxx8 |
inf*@s************.com |
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| Wealth Makers Inc. |
113 Fountain Oaks Cir Apt 87, Sacramento, CA 95831 |
|
91640xxxx0 |
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| Young Wealth Management |
502 Mace Blvd Ste 5, Davis, CA 95618 |
|
53023xxxx2 |
bre**@y********************.com |
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| Wealth Management Group |
4721 Winding Way, Sacramento, CA 95841 |
|
91661xxxx5 |
bra**********@s**********.com |
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| Castellan Wealth Management |
1891 E Roseville Pkwy Roseville, CA 95661 |
|
91678xxxx7 |
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| Bank of Marin |
3100 Zinfandel Drive, Suite 450, Rancho Cordova, CA 95670 |
|
91685xxxx3 |
ach**********@b**********.com |
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| Edward Jones - Financial Advisor: Daniel Kirk, AAMS™ |
970 Reserve Dr Suite 150, Roseville, CA 95678 |
|
91621xxxx4 |
a.j*********@e**********.com |
5 |
5 |
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58 |
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| Awa Wealth Management |
200 Auburn Folsom Rd, Auburn, CA 95603 |
|
53088xxxx8 |
che****@a********.com |
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| Retirement Wealth Advisors |
1504 Eureka Rd Roseville, CA 95661 |
|
91678xxxx0 |
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| Wealth Design Group |
34300 Douglas Blvd, Roseville, CA 95661 |
|
91678xxxx5 |
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| DR Summit Wealth Management |
5905 Granite Lake Dr STE 110, Granite Bay, CA 95746 |
|
87778xxxx4 |
aki*@d********.com |
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|
| Tom Chandler - Private Wealth Advisor, Ameriprise Financial Services |
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 |
|
91638xxxx7 |
dns*****@a***.com |
5 |
2 |
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| Liberty Pacific Insurance Services |
8863 Greenback Ln Ste 225 Orangevale, CA 95662 |
|
91650xxxx0 |
inf*@l*************.net |
|
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5 |
2 |
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| Shaw Wealth Management |
641 Fulton Ave, Sacramento, CA 95825 |
|
91671xxxx9 |
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|
| Merrill Lynch Financial Advisor Gail Liebergot Good |
2998 Douglas Blvd #290, Roseville, CA 95661 |
|
91687xxxx4 |
aar**********@s*****.com |
|
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| Perrennial Pension & Wealth |
2281 Lava Ridge Ct Roseville, CA 95661 |
|
91636xxxx5 |
|
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|
| Cornerstone Wealth & Tax Advisory Group |
1540 Eureka Rd Ste 101, Roseville, CA 95661 |
|
91659xxxx0 |
adm**@c****.net |
|
|
|
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129 |
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| Stephanie Kerns - Private Wealth Advisor, Ameriprise Financial Services, LLC |
3741 Douglas Blvd Ste 290, Roseville, CA 95661 |
|
91667xxxx0 |
dns*****@a***.com |
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501 |
91 |
509 |
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| Mercer Advisors |
3741 Douglas Blvd Suite 130, Roseville, CA 95661 |
|
91678xxxx6 |
aar********@m*************.com |
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| Rockwell Wealth Advisors |
2999 Douglas Blvd STE 180, Roseville, CA 95661 |
|
80078xxxx9 |
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| Bank of Marin |
555 Capitol Mall Ste 150, Sacramento, CA 95814 |
|
91644xxxx0 |
ach**********@b**********.com |
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| Steve Harris - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 |
|
91678xxxx5 |
dns*****@a***.com |
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| West Capital Wealth Management |
548 Gibson Dr Ste 130, Roseville, CA 95678 |
|
91688xxxx0 |
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| Nissi Wealth |
2140 Professional Dr, Roseville, CA 95661 |
|
91657xxxx0 |
ter*@n**********.com |
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| W Alan Silva - Private Wealth Advisor, Ameriprise Financial Services |
2150 River Plaza Dr Ste 290, Sacramento, CA 95833 |
|
91656xxxx9 |
bry*********@a***.com |
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34 |
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| Larry Gapinski Business Coaching |
Service Area, Sacramento, CA 95819 |
|
91650xxxx2 |
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| Dachtler Wealth Management |
2130 E Ibidw St, El Dorado Hills, CA 95762 |
|
91693xxxx6 |
abi*********@d*************.com |
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| Garrison Wealth Management |
2901 Douglas Blvd Ste 255, Roseville, CA 95661 |
|
91658xxxx8 |
dve**@d****.com |
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914 |
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1200 |
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| The Church of African Prosperity and Generational Wealth |
500 Capitol Mall, Sacramento, CA 95814 |
|
91690xxxx6 |
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| Merrill Lynch Financial Advisor Jarett D Liddicoat |
2998 Douglas Blvd #290, Roseville, CA 95661 |
|
91677xxxx2 |
aar**********@s*****.com |
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| Wisdom Pointe Wealth Advisors - Ameriprise Financial Services |
2260 Douglas Blvd Ste 245 Roseville, CA 95661 |
|
91678xxxx8 |
dns*****@a***.com |
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| TrueVir Financial |
490 Chadbourne Rd Ste A100 Fairfield, CA 94534 |
|
51092xxxx7 |
inf*@t***************.com |
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5 |
4 |
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| Fountainhead Wealth |
1451 River Park Dr Ste 142, Sacramento, CA 95815 |
|
91643xxxx5 |
ada*@f*****************.com |
5 |
1 |
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348 |
19 |
351 |
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| Protection Point Advisors |
3200 Douglas Blvd, Roseville, CA 95661 |
|
91636xxxx0 |
inf*@p**********************.com |
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525 |
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529 |
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| Diligence Wealth Management |
1474 Stone Point Dr, Roseville, CA 95661 |
|
91690xxxx6 |
c18*****************************@s*****.wixpress |
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| Mike Eldred - State Farm Insurance Agent |
800 Sunrise Ave Ste B Roseville, CA 95661 |
|
83394xxxx9 |
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4.8 |
12 |
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| The Tax Office |
9001 Foothills Blvd Ste 100 Roseville, CA 95747 |
|
91677xxxx3 |
cco*****@p*******.com |
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3.5 |
2 |
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| Merrill Lynch Financial Advisor Scott M Motley |
2998 Douglas Blvd, Roseville, CA 95661 |
|
91677xxxx5 |
dom*****************@b************.com |
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| Online Trading Academy Sacramento |
3741 Douglas Blvd, Ste 100, Roseville, CA 95661 |
|
91640xxxx2 |
abi*@t*************.com |
4.9 |
55 |
4.2 |
21 |
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| Young Wealth Management |
3814 Auburn Blvd, Sacramento, CA 95821 |
|
91633xxxx0 |
bre**@y********************.com |
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| Trinity Wealth Management |
2260 Douglas Blvd Ste 290, Roseville, CA 95661 |
|
91678xxxx0 |
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| Paul K Wheeler - Private Wealth Advisor, Ameriprise Financial Services |
1420 Rocky Ridge Dr Ste 160, Roseville, CA 95661 |
|
91678xxxx0 |
dns*****@a***.com |
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| WealthGuard Advisors, Inc. |
496 Main St, Placerville, CA 95667 |
|
53062xxxx1 |
ada*@w******************.com |
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| Bank of Marin |
9750 Business Park Drive, Suite 100, Sacramento, CA 95827 |
|
91636xxxx0 |
ach**********@b**********.com |
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| Tom Cicchini - Raymond James |
2200-B Douglas Blvd Suite #150, Roseville, CA 95661 |
|
91677xxxx0 |
aar************@r***********.com |
5 |
1 |
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| Cornerstone Wealth & Tax Advisory Group, Inc. |
1540 Eureka Rd Ste 103, Roseville, CA 95661 |
|
91659xxxx0 |
adm**@c****.net |
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1 |
| D.A. Davidson |
2901 Douglas Blvd Suite 255, Roseville, CA 95661 |
|
91658xxxx0 |
a.a@d*********.com |
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948 |
|
1300 |
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| Tom Cicchini |
2200B Douglas Blvd Suite #150, Roseville, CA 95661 |
|
91677xxxx0 |
aar************@r***********.com |
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| Morgan Stanley Wealth Management |
1517 Lincoln Way, Auburn, CA 95603 |
|
53088xxxx0 |
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| WGG Wealth Partners - Ameriprise Financial Services |
13620 Lincoln Way Ste 275, Auburn, CA 95603 |
|
53082xxxx7 |
ben*************@a***.com |
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504 |
89 |
513 |
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| Wurm & Frye Wealth Management |
3741 Douglas Blvd Suite 310, Roseville, CA 95661 |
|
91678xxxx8 |
inf*@w************.com |
5 |
4 |
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| Raymond James & Associates |
1410 Rocky Ridge Dr Ste 100, Roseville, CA 95661 |
|
91694xxxx0 |
aar************@r***********.com |
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17533 |
|
18000 |
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| Retirement Wealth Advisors, Inc. - John F. Campaigne Jr. |
1504 Eureka Rd STE 210, Roseville, CA 95661 |
|
91678xxxx0 |
|
5 |
1 |
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| Monika Reyes - Private Wealth Advisor, Ameriprise Financial Services |
3741 Douglas Blvd Ste 290, Roseville, CA 95661 |
|
91667xxxx0 |
dns*****@a***.com |
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| Simpson Wealth Planning |
601 University Ave Ste 108, Sacramento, CA 95825 |
|
91633xxxx0 |
lam**@s********************.com |
|
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280 |
|
280 |
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| Merrill Lynch Wealth Management |
2220 Douglas Blvd Ste 240, Roseville, CA 95661 |
|
91677xxxx0 |
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| Glenn Kenes - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 |
|
91638xxxx5 |
bkr******************@a***.com |
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| Parkshore Wealth Management |
5940 Granite Lake Dr Granite Bay, CA 95746 |
|
91679xxxx7 |
dan***@p**************.com |
5 |
17 |
5 |
7 |
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| Teh Financial Coaching |
Milpitas, CA 95035 |
|
51036xxxx9 |
acc**********@s********.org |
|
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4.9 |
93 |
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|
775 |
|
833 |
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| Stephanie Kerns - Private Wealth Advisor, Ameriprise Financial Services |
3741 Douglas Blvd Ste 290, Roseville, CA 95661 |
|
91667xxxx0 |
dns*****@a***.com |
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| Dynamic Wealth Strategies, LLC |
6611 Folsom Auburn Rd Ste C1, Folsom, CA 95630 |
|
91667xxxx0 |
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| Merrill Lynch Wealth Management |
1435 River Park Dr, Sacramento, CA 95815 |
|
91692xxxx0 |
ban********************@m*.com |
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| Edward Jones - Financial Advisor: Daniel Kirk |
970 Reserve Dr Ste 150 Roseville, CA 95678 |
|
91621xxxx4 |
a.j*********@e**********.com |
|
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5 |
3 |
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| Colin Grahl - Private Wealth Advisor, Ameriprise Financial Services, LLC |
3741 Douglas Blvd Ste 290, Roseville, CA 95661 |
|
91667xxxx0 |
col**********@a***.com |
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| Horizon Wealth Group |
5005 Windplay Dr, El Dorado Hills, CA 95762 |
|
91629xxxx0 |
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| Perrennial Pension & Wealth |
2281 Lava Ridge Ct, Roseville, CA 95661 |
|
91636xxxx5 |
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| Turton Commercial Real Estate |
2131 Capitol Ave., Ste 100, Sacramento, CA 95816 |
|
91657xxxx0 |
aar**********@t********.com |
|
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|
381 |
1018 |
434 |
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| RBC Wealth Management Branch - El Dorado Hills |
4944 Windplay Dr Ste 310, El Dorado Hills, CA 95762 |
|
91693xxxx0 |
wms**********@r**.com |
|
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|
13904 |
|
15000 |
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| Astute Wealth Management |
2531 Merrychase Dr, Cameron Park, CA 95682 |
|
91694xxxx7 |
gen******@s*****.com |
|
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|
| Annuity General |
Serving theRoseville Area |
|
80033xxxx4 |
|
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| Empyrion Wealth Management |
3741 Douglas Blvd Ste 130 Roseville, CA 95661 |
|
91678xxxx6 |
inf*@e*************.com |
|
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|
478 |
3 |
513 |
|
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|
| Merrill Lynch Financial Advisor Anthony Wilcox |
2998 Douglas Blvd #290, Roseville, CA 95661 |
|
91677xxxx2 |
aar**********@s*****.com |
|
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|
| Liz Daffner |
2530 Douglas Blvd Ste 170 Diligence Wealth Management Roseville, CA 95661 |
|
91690xxxx6 |
c18*****************************@s*****.wixpress |
5 |
13 |
5 |
33 |
|
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| Edelman Financial Engines |
2901 Douglas Blvd Suite 250, Roseville, CA 95661 |
|
83375xxxx3 |
aar**@e**********************.com |
5 |
3 |
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18780 |
20 |
20000 |
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| Awa Wealth Management |
853 Lincoln Way Ste 202, Auburn, CA 95603 |
|
53088xxxx8 |
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| FC360, Inc |
1508 Eureka Rd Suite 145, Roseville, CA 95661 |
|
91637xxxx0 |
bri**@f****.com |
5 |
3 |
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| One Source Health & Wealth Management |
80 Iron Point Cir Ste 200, Folsom, CA 95630 |
|
88826xxxx4 |
con***@h*******************.com |
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126 |
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131 |
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| Folsom Wealth Advisors |
Folsom, CA 95630 |
|
91623xxxx4 |
c18*****************************@s*****.wixpress |
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| Atherton Wealth Advisors Inc |
5854 Lonetree Blvd, Rocklin, CA 95765 |
|
91662xxxx2 |
bj-************@o****************.com |
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| Sunset Wealth Advisors |
1400 Rocky Ridge Dr Ste 180, Roseville, CA 95661 |
|
91678xxxx9 |
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| Larsen Wealth Management |
1107 Investment Blvd, El Dorado Hills, CA 95762 |
|
91693xxxx0 |
kay**@l*********************.com |
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| Morgan Stanley Wealth Management |
3620 American River Dr Ste 150, Sacramento, CA 95864 |
|
91648xxxx0 |
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| Sean Andersen, Wealth Advisor - Aligned Insurance And Financial Solutions |
718 Bridge St Unit A, Yuba City, CA 95991 |
|
53076xxxx4 |
san******@f*.newyorklife |
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| Western Wealth Management Inc |
555 University Ave, Sacramento, CA 95825 |
|
91697xxxx6 |
jan**********@l**.com |
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| Safe Harbor Pension and Wealth |
1075 Creekside Ridge Dr Ste 130, Roseville, CA 95678 |
|
91675xxxx8 |
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| Davis Wealth Management |
9281 Office Park Cir Ste 144, Elk Grove, CA 95758 |
|
88836xxxx6 |
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| Caven Wealth Management |
2399 American River Dr, Sacramento, CA 95825 |
|
91648xxxx2 |
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| Stratos Wealth Advisors |
1540 Eureka Rd # 101, Roseville, CA 95661 |
|
91633xxxx8 |
inf*@s********.com |
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271 |
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313 |
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| Kajiwara Wealth Advisors |
3433 American River Dr, Sacramento, CA 95864 |
|
91664xxxx1 |
bra*@k*********************.com |
5 |
1 |
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| Lilani Wealth Management |
1624 Santa Clara Dr Ste 160 Roseville, CA 95661 |
|
88852xxxx2 |
aki**@l*********************.com |
5 |
5 |
5 |
4 |
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444 |
43 |
442 |
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| Goff Legal |
5440 Park Dr Ste 102 Rocklin, CA 95765 |
|
91662xxxx6 |
ali@g********.com |
5 |
54 |
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528 |
7 |
552 |
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| M.A Wealth Enterprises |
8880 Cal Center Dr, Sacramento, CA 95826 |
|
85538xxxx3 |
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| Edward Jones - Financial Advisor: Shawn Plunkett, AAMS™|CRPC™ |
1430 Blue Oaks Blvd Suite 130, Roseville, CA 95747 |
|
91677xxxx5 |
a.j*********@e**********.com |
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88614 |
|
101000 |
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| Solstice Wealth Management |
800 Howe Ave, Sacramento, CA 95825 |
|
91633xxxx8 |
bri********@s*********.com |
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32 |
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31 |
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| Merrill Lynch Financial Advisor Shirley Su |
2998 Douglas Blvd, Roseville, CA 95661 |
|
91687xxxx1 |
dom*****************@b************.com |
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| Owens Estate and Wealth Strategies Group |
128 Auburn Ct, Lincoln, CA 95648 |
|
53082xxxx1 |
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| UBS Financial Services Inc. |
3001 Douglas Blvd #160, Roseville, CA 95661 |
|
91677xxxx0 |
abc*******@u**.com |
5 |
1 |
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| Jeff Yankauskas-Wealth Financial Advisor |
1112 Galleria Blvd, Roseville, CA 95678 |
|
91620xxxx9 |
aab****@b************.com |
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40843 |
177 |
41000 |
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| Charles Ho CFP- Legacy Builders Financial |
Folsom, CA 95763 |
|
91675xxxx3 |
cha****@l**********************.com |
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5 |
1 |
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| Atherton Wealth Advisors |
5854 Lonetree Blvd Rocklin, CA 95765 |
|
91662xxxx2 |
bar**********@o****************.com |
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| Guanill Wealth Management Inc |
333 University Ave, Sacramento, CA 95825 |
|
91635xxxx0 |
ed@e********.com |
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| Lucas Giordano - Private Wealth Advisor, Ameriprise Financial Services |
431 Cleveland St, Woodland, CA 95695 |
|
53066xxxx8 |
ash**********@a***.com |
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| IndigoFlow Financial Group |
2260 Douglas Blvd Ste 200 Roseville, CA 95661 |
|
91678xxxx8 |
vio****************@a***.com |
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103 |
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| Genesis Wealth Group |
3300 Douglas Blvd Ste 370 Roseville, CA 95661 |
|
91678xxxx5 |
inf*@d*************.org |
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| Folsom Wealth Advisory Group |
2240 E Bidwell St, Folsom, CA 95630 |
|
91698xxxx0 |
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| Alpha Retirement Wealth |
11344 Coloma Rd, Gold River, CA 95670 |
|
91659xxxx0 |
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| Castellan Financial Advisors |
919 Reserve Dr, Roseville, CA 95678 |
|
91666xxxx8 |
wal*@c**************.com |
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| WTG Wealth Solutions |
9719 Lincoln Village Dr Ste 101 Sacramento, CA 95827 |
|
91658xxxx1 |
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5 |
1 |
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| Ryan Kelly-Safe Financial Services-Wealth Advisor |
121 N Sunrise Ave, Roseville, CA 95661 |
|
91697xxxx3 |
aas***********@s*****.org |
|
14 |
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9871 |
301 |
10000 |
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| Michael Pettit - Private Wealth Advisor, Ameriprise Financial Services |
1430 Blue Oaks Blvd Ste 290, Roseville, CA 95747 |
|
91658xxxx0 |
ame*******@a***.com |
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| Johnny A Kovalek - Private Wealth Advisor, Ameriprise Financial Services |
1430 Blue Oaks Blvd Ste 290, Roseville, CA 95747 |
|
91658xxxx0 |
bre*************@a***.com |
|
13 |
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| Westlake, Grahl, and Glover |
3741 Douglas Blvd, Roseville, CA 95661 |
|
91667xxxx0 |
ben*************@a***.com |
4.8 |
4 |
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501 |
91 |
509 |
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| Sullivan Wealth Management Group |
3721 Douglas Blvd Ste 205 Roseville, CA 95661 |
|
91652xxxx0 |
bra**********@s**********.com |
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4 |
4 |
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| Vector Wealth Management Inc. |
2140 Professional Dr Ste 105, Roseville, CA 95661 |
|
91657xxxx0 |
fre*@v*******************.com |
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| McLaughlin Wealth Advisor |
1817 Maryal Dr, Sacramento, CA 95864 |
|
91648xxxx0 |
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| One Stop Legal Solutions |
2950 Buskirk Ave Ste 300 Walnut Creek, CA 94597 |
|
80080xxxx0 |
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| Nissi Wealth |
2140 Professional Dr Ste 105, Roseville, CA 95661 |
|
91657xxxx0 |
ter*@n**********.com |
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| First Summit Wealth Management |
301 University Ave, Sacramento, CA 95825 |
|
83374xxxx0 |
ran*********@f************.com |
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| Up Capital Management, Inc |
341 Lincoln St, Roseville, CA 95678 |
|
91652xxxx0 |
ant**@u************.com |
5 |
12 |
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218 |
|
219 |
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| U.S. Bank – Wealth Management Banker: Nancy Velasquez |
2303a Sunset Blvd, Rocklin, CA 95765 |
|
91625xxxx9 |
aar************@u*****.com |
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|
345312 |
5823 |
347000 |
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| Thrive Stewardship Financial Advisors, Inc. |
3017 Douglas Blvd Suite 100, Roseville, CA 95661 |
|
91679xxxx7 |
cha*********@t****************.com |
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| Ridge Point Financial Wealth Management |
1478 Stone Point Dr, Roseville, CA 95661 |
|
91677xxxx3 |
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| Capital Planning Advisors |
1420 Rocky Ridge Dr STE 140, Roseville, CA 95661 |
|
91628xxxx0 |
ant****@c**********************.com |
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|
200 |
7 |
194 |
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| Bank of Marin |
1545 River Park Dr Ste 107, Sacramento, CA 95814 |
|
91656xxxx0 |
ach**********@b**********.com |
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| Morgan Stanley Wealth Management |
155 Cadillac Dr, Sacramento, CA 95825 |
|
91692xxxx0 |
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| Talon Wealth Management |
915 Highland Pointe Dr #250, Roseville, CA 95678 |
|
91654xxxx0 |
amy*****@t******.com |
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| Strategic Wealth Legal Advisers Inc |
3701 Lennane Dr, Sacramento, CA 95834 |
|
91632xxxx0 |
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| Next Step Wealth Management |
1227 Pleasant Blvd, Roseville, CA 95678 |
|
91643xxxx7 |
hea****@n***********.com |
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| Merrill Lynch Financial Advisor Judy L Seibold |
2998 Douglas Blvd #290, Roseville, CA 95661 |
|
91677xxxx3 |
aar**********@s*****.com |
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| Sacramento Regional Institutional Sales Group - UBS Financial Services Inc. |
3001 Douglas Blvd #160, Roseville, CA 95661 |
|
91664xxxx3 |
abc*******@u**.com |
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| Farmers Insurance - Edward Hoge |
729 Sunrise Ave Ste 502 Roseville, CA 95661 |
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91674xxxx2 |
abc***@f******.com |
4.4 |
11 |
5 |
2 |
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19 |
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| Addison Avenue Investment Services |
1210 Roseville Pkwy #130, Roseville, CA 95678 |
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91674xxxx2 |
aar************@r***********.com |
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17533 |
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18000 |
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| Mitch Satz - Financial Advisor, Ameriprise Financial Services, LLC |
1430 Blue Oaks Blvd Ste 290, Roseville, CA 95747 |
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91658xxxx0 |
ame*******@a***.com |
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| The Mosaicpointe Wealth Management Group-Morgan Stanley |
2365 Iron Point Rd, Folsom, CA 95630 |
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91698xxxx8 |
acc**********@m************.com |
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| Ken Christie - Spectrum Wealth Advisors |
5925 Granite Lake Dr Ste 130 Granite Bay, CA 95746 |
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91677xxxx0 |
dav**********@s********.com |
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5 |
1 |
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| Barber Kenes Retirement Solutions - Ameriprise Financial Services, LLC |
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 |
|
84480xxxx8 |
bkr******************@a***.com |
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| Masters Team Mortgage |
50 Iron Point Cir Ste 140 Folsom, CA 95630 |
|
91698xxxx8 |
aar**@m******************.com |
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4.8 |
75 |
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| California Private Wealth | LPL Financial |
970 Reserve Drive Roseville California Suite 100, Roseville, CA 95678 |
|
66923xxxx0 |
inf*@s**********.com |
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24 |
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24 |
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| Barrilleaux Wealth Management |
590 39th St, Sacramento, CA 95816 |
|
98032xxxx2 |
aar********@l**.com |
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20102 |
233 |
21000 |
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| Snyder Wealth Management Strategies |
967 Reserve Dr, Roseville, CA 95678 |
|
91678xxxx1 |
cla************@w*************************.net |
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| Merrill Lynch Financial Advisor Courtland Mulliken |
2998 Douglas Blvd, Roseville, CA 95661 |
|
91687xxxx2 |
aan********@m*.com |
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| Twin Rivers Wealth Management |
1783 Tribute Rd, Sacramento, CA 95815 |
|
91654xxxx0 |
awr****@t********.com |
5 |
4 |
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| Grant Lewis - Private Wealth Advisor, Ameriprise Financial Services |
2150 River Plaza Dr Ste 280, Sacramento, CA 95833 |
|
91638xxxx6 |
ang**********@a***.com |
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82 |
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443 |
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| Peter Gaylord Services |
Rocklin, CA 95765 |
|
27922xxxx0 |
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5 |
1 |
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| PearTree Advisory Group |
1227 Pleasant Grove Blvd Ste 200, Roseville, CA 95678 |
|
91629xxxx4 |
bri**@p*********.com |
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| Morgan Stanley Wealth Management |
416 Auburn Folsom Rd, Auburn, CA 95603 |
|
53088xxxx7 |
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| Strategic Wealth Legal Advisors. P.C. |
3001 Douglas Blvd # 142, Roseville, CA 95661 |
|
91632xxxx0 |
ant****@s*******************.com |
5 |
2 |
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| Merrill Lynch Financial Advisor Sean M Lucas |
2998 Douglas Blvd #290, Roseville, CA 95661 |
|
91677xxxx4 |
aar**********@s*****.com |
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| Causeway Strategic Financial Advisors |
3007 Douglas Blvd Suite 150, Roseville, CA 95661 |
|
53075xxxx7 |
jer**@c**********.com |
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| Johnny A Kovalek - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1430 Blue Oaks Blvd Ste 290, Roseville, CA 95747 |
|
91658xxxx0 |
bre*************@a***.com |
4.3 |
4 |
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| Western Wealth Management |
3604 Fair Oaks Blvd, Sacramento, CA 95864 |
|
91697xxxx6 |
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| OneSource |
8261 Greenback Ln Ste 100 Fair Oaks, CA 95628 |
|
88826xxxx4 |
con***@h*******************.com |
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| Harvest Wealth Advisors |
951 Reserve Dr, Roseville, CA 95678 |
|
91696xxxx1 |
ash*****@h********************.com |
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| Mosaic Wealth Solutions |
301 University Ave, Sacramento, CA 95825 |
|
91633xxxx0 |
loe********@l**.com |
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| FC360 |
1508 Eureka Rd Ste 145 Roseville, CA 95661 |
|
91637xxxx0 |
doe*****@f****.com |
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2 |
5 |
21 |
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| Mass Mutual Financial Group |
2241 Douglas Blvd Suite 100, Roseville, CA 95661 |
|
91688xxxx0 |
a@m*********.com |
5 |
1 |
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| Next Level Advisors |
508 Gibson Dr STE 240, Roseville, CA 95678 |
|
91696xxxx1 |
bne****@n****************.net |
5 |
1 |
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| Sentinel Wealth Management & Insurance Services |
1501 El Camino Ave, Sacramento, CA 95815 |
|
91692xxxx1 |
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| Blueprint Financial & Insurance Services, LLC |
2360 Professional Dr, Roseville, CA 95661 |
|
91678xxxx2 |
der**@b********************.com |
5 |
1 |
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| Towerpoint Wealth |
500 Capitol Mall Ste 2350, Sacramento, CA 95814 |
|
91640xxxx0 |
ag@t***************.com |
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473 |
412 |
503 |
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| Money Bridge Wealth & Income Planning |
300 Harding Blvd Ste 218 Roseville, CA 95678 |
|
91687xxxx0 |
fir**@m**********.money |
5 |
15 |
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| Jim Biasotti The Sportsman's Financial Advisor |
2200 Douglas Blvd Ste 110, Roseville, CA 95661 |
|
91678xxxxxxx4 |
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| Jason Mata - American Pacific Mortgage Corp |
980 9th St, Ste 340 Sacramento, CA 95814 |
|
80045xxxx6 |
c18*****************************@s*****.wixpress |
4.9 |
215 |
4.9 |
85 |
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| Ryan Kelly - SAFE Financial Services - Wealth Advisor |
121 N Sunrise Roseville, CA 95661 |
|
91697xxxx3 |
abd********@s*****.org |
4 |
1 |
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9860 |
314 |
10000 |
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| The Chandler Group - Ameriprise Financial Services, LLC |
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 |
|
91638xxxx7 |
dns*****@a***.com |
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| Safe Harbor Pension & Wealth |
1504 Eureka Rd Ste 230 Roseville, CA 95661 |
|
91686xxxx0 |
ean******@s***********.com |
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5 |
1 |
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185 |
3 |
183 |
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| Nick Weber Wealth |
1110 Iron Point Rd, Folsom, CA 95630 |
|
91693xxxx1 |
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| J Harper Wealth Management |
2901 Douglas Blvd Suite 255, Roseville, CA 95661 |
|
91658xxxx5 |
jha****@d****.com |
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| Wealth Management Associates Sacramento |
2280 E Bidwell St Ste 20, Folsom, CA 95630 |
|
91635xxxx4 |
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| Capitol Wealth Management |
701 Fulton Ave, Sacramento, CA 95825 |
|
91692xxxx0 |
dal***@c********.com |
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| JM Wealth Management |
2990 Lava Ridge Ct, Roseville, CA 95661 |
|
91636xxxx9 |
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| Rogers Wealth Planning |
1337 Howe Ave Ste 250, Sacramento, CA 95825 |
|
91648xxxx3 |
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| Trinity Wealth Management |
3721 Douglas Blvd Roseville, CA 95661 |
|
91678xxxx0 |
cma**@t*************.com |
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| FuturePoint Wealth Advisors - Ameriprise Financial Services |
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 |
|
91678xxxx1 |
col**********@a***.com |
|
313 |
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216 |
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217 |
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| Merrill Lynch Financial Advisor Julie L. Small |
2998 Douglas Blvd, Roseville, CA 95661 |
|
91677xxxx6 |
aan********@m*.com |
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| Eagle West Wealth Management Inc |
1013 Galleria Blvd, Roseville, CA 95678 |
|
91636xxxx0 |
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| Starch & Stern Wealth Management - UBS Financial Services Inc. |
3001 Douglas Blvd #160, Roseville, CA 95661 |
|
91677xxxx9 |
abc*******@u**.com |
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| Curt Howard Wealth Management & Insurance Solutions |
856 Richland Rd Ste C, Yuba City, CA 95991 |
|
91627xxxx0 |
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| FuturePoint Wealth Advisors - Ameriprise Financial Services, LLC |
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 |
|
91678xxxx1 |
col**********@a***.com |
5 |
1 |
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212 |
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215 |
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| 12Wealth Mind Strategies |
3350 Watt Ave Ste C, Sacramento, CA 95821 |
|
53038xxxx6 |
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| Wells Fargo Advisors |
1504 Eureka Rd Suite 300, Roseville, CA 95661 |
|
91678xxxx5 |
a.b@w*****************.com |
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|
188200 |
|
189000 |
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| Terry Sherrill - Private Wealth Advisor, Ameriprise Financial Services |
3741 Douglas Blvd Ste 290, Roseville, CA 95661 |
|
91667xxxx0 |
dns*****@a***.com |
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| Parkshore Wealth Management |
3007 Douglas Blvd Ste 150, Roseville, CA 95661 |
|
91679xxxx7 |
dan***@p*********.com |
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193 |
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| Morgan Stanley Wealth Management |
1478 Stone Point Dr, Roseville, CA 95661 |
|
91679xxxx6 |
acm***********@m************.com |
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| Erich Brashears - Private Client Advisor |
1112 Galleria Blvd, Roseville, CA 95678 |
|
91620xxxx7 |
aab****@b************.com |
5 |
1 |
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|
40843 |
177 |
41000 |
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| Owens Estate & Wealth Strategies Group |
128 East St, Auburn, CA 95603 |
|
53082xxxx5 |
aar************@r***********.com |
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13 |
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299 |
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318 |
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| Nix Wealth Management |
1545 River Park Dr, Sacramento, CA 95815 |
|
91692xxxx9 |
jes**@n******************.com |
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| Monika Reyes - Private Wealth Advisor, Ameriprise Financial Services, LLC |
3741 Douglas Blvd Ste 290, Roseville, CA 95661 |
|
91667xxxx0 |
dns*****@a***.com |
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| Safe Harbor Pension & Wealth |
2998 Douglas Blvd STE 320, Roseville, CA 95661 |
|
87725xxxx5 |
ean******@s***********.com |
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185 |
3 |
183 |
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| Young Wealth Management |
4626 2nd St Ste 110, Davis, CA 95618 |
|
53023xxxx2 |
bre**@y********************.com |
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| Kenton Bradley - Private Wealth Advisor, Ameriprise Financial Services |
13620 Lincoln Way Ste 275, Auburn, CA 95603 |
|
53082xxxx7 |
dns*****@a***.com |
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502 |
91 |
510 |
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| Main Street Wealth Group - Ameriprise Financial Services |
431 Cleveland St, Woodland, CA 95695 |
|
53066xxxx8 |
ash**********@a***.com |
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| Credit For Life |
1075 Creekside Ridge Dr Ste 160 Roseville, CA 95678 |
|
91646xxxx5 |
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2 |
8 |
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| Snyder Wealth Management Group, Inc. |
967 Reserve Dr Roseville, CA 95678 |
|
91678xxxx1 |
inf*@u************.com |
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| Sierra Ridge Wealth Management |
915 Highland Pointe Dr, Roseville, CA 95678 |
|
91689xxxx7 |
aal*****@s****************.com |
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| Davidson Lineberger Wealth Management |
2901 Douglas Blvd, Roseville, CA 95661 |
|
91658xxxx0 |
dom***@b*********.com |
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| LEVEL Coaching |
970 Reserve Dr Ste 201 Roseville, CA 95678 |
|
88861xxxx0 |
car*@l*************.com |
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5 |
5 |
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| Cody O'Keefe - Private Wealth Advisor, Ameriprise Financial Services, LLC |
3741 Douglas Blvd Ste 290, Roseville, CA 95661 |
|
91667xxxx0 |
cod********@a***.com |
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| Natoli Wealth Management |
2237 Douglas Blvd # 140, Roseville, CA 95661 |
|
91660xxxx7 |
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| Roseman Wagner Wealth Management |
3260 Penryn Rd, Loomis, CA 95650 |
|
91665xxxx4 |
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| Stanley Leong - Private Wealth Advisor, Ameriprise Financial Services |
1700 Eureka Rd Ste 110, Roseville, CA 95661 |
|
91678xxxx5 |
dns*****@a***.com |
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| Financial Advocates Investment Management - Northern California |
2267 Lava Ridge Ct Ste 105 Roseville, CA 95661 |
|
91675xxxx5 |
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| ProsperPlan Wealth |
2377 Gold Meadow Way Ste 100, Gold River, CA 95670 |
|
91690xxxx3 |
chr**@p**********.com |
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| Schmoekel Wealth Management |
602 Court St Ste 2, Woodland, CA 95695 |
|
53066xxxx3 |
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| CAPTRUST |
1410 Rocky Ridge Dr #150, Roseville, CA 95661 |
|
91692xxxx7 |
aar*********@c*******.com |
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449 |
62 |
577 |
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| Chimera Wealth |
1971 Discovery Village Ln, Gold River, CA 95670 |
|
70758xxxx7 |
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| LPL Financial Martin R Meier |
7919 Pebble Beach Dr Suite 202, Citrus Heights, CA 95610 |
|
91686xxxx7 |
mar*********@l**.com |
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| Financial Solutions Network |
1478 Stone Point Dr, Roseville, CA 95661 |
|
91622xxxx5 |
log**@s*************.com |
3 |
2 |
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| Charles Schwab |
1186 Roseville Parkway Suite #180 Roseville, CA 95678 |
|
91678xxxx0 |
chr**************@s*****.com |
3.5 |
16 |
2.4 |
10 |
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| Soul Fire Credit Repair |
Rocklin, CA 95765 |
|
91658xxxx1 |
ama***@s*************.com |
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| Colin Grahl - Private Wealth Advisor, Ameriprise Financial Services |
3741 Douglas Blvd Ste 290, Roseville, CA 95661 |
|
91667xxxx0 |
col**********@a***.com |
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| David Pratt - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 |
|
91678xxxx1 |
col**********@a***.com |
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215 |
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| Baird Private Wealth Management |
1400 Rocky Ridge Dr #250, Roseville, CA 95661 |
|
87779xxxx7 |
ape*****@r******.com |
4 |
4 |
|
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|
8164 |
953 |
8700 |
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| IndigoFlow Financial Group - Ameriprise Financial Services, LLC |
2260 Douglas Blvd Ste 200, Roseville, CA 95661 |
|
91678xxxx8 |
bre*************@a***.com |
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| McCauley Health Insurace |
6040 Hazel Ave Ste C Orangevale, CA 95662 |
|
91635xxxx7 |
bet*******************@g****.com |
|
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5 |
5 |
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| Morgan Stanley Wealth Management |
1101 Investment Blvd, El Dorado Hills, CA 95762 |
|
91693xxxx0 |
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| Strategic Wealth Legal Advisors P.C. |
2601 K St, Sacramento, CA 95816 |
|
91632xxxx0 |
ant****@s*******************.com |
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| Edelman Financial Engines |
2130 Professional Dr Ste 190 Roseville, CA 95661 |
|
83375xxxx3 |
aar*******@e**********************.com |
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| Wj Pacheco Wealth Management |
2200 E Bidwell St Ste 100, Folsom, CA 95630 |
|
91681xxxx4 |
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| Ascendant Wealth Management Group - Ameriprise Financial Services |
2150 River Plaza Dr Ste 280, Sacramento, CA 95833 |
|
91664xxxx0 |
aly**********@a***.com |
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79 |
|
439 |
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| Genesis Wealth Group |
2540 Douglas Blvd Ste 200, Roseville, CA 95661 |
|
91678xxxx5 |
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| David L Aton - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1420 Rocky Ridge Dr Ste 160, Roseville, CA 95661 |
|
91678xxxx0 |
dav*********@a***.com |
5 |
1 |
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| Hutchison Financial Group |
5 Sierra Gate Plaza #340, Roseville, CA 95678 |
|
91678xxxx4 |
jon**********@l**.com |
5 |
4 |
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582106 |
|
46 |
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| Sierra Ridge Advisor Group |
915 Highland Pointe Dr, Roseville, CA 95678 |
|
91689xxxx7 |
aal*****@s****************.com |
5 |
6 |
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| Green Wealth Management |
2600 E Bidwell St Ste 150, Folsom, CA 95630 |
|
91698xxxx0 |
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2 |
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| Northwestern Mutual - Roseville/Granite Bay Financial Group |
2990 Lava Ridge Ct, Roseville, CA 95661 |
|
91621xxxx0 |
a.-***********@n*****************.com |
3.7 |
3 |
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| Zimmerman Wealth Strategies |
3013 Douglas Blvd, Roseville, CA 95661 |
|
91674xxxx8 |
a@z**************.com |
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| Northwestern Mutual Financial |
3017 Douglas Blvd Suite 150, Roseville, CA 95661 |
|
91667xxxx0 |
a.-***********@n*****************.com |
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|
107325 |
16244 |
108000 |
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| Morgan Stanley Wealth Management |
1663 Eureka Rd, Roseville, CA 95661 |
|
91679xxxx0 |
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| Brad L’Engle Team - Guild Mortgage Planning |
2330 E Bidwell St Ste 203 Folsom, CA 95630 |
|
91693xxxx7 |
ble****@g************.net |
4.8 |
34 |
4.9 |
56 |
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| Bryan Ludwig - Financial Advisor, Ameriprise Financial Services, LLC |
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 |
|
91638xxxx0 |
dns*****@a***.com |
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| Stifel | Patrick L. Hassna |
1420 Rocky Ridge Dr Ste 340 Roseville, CA 95661 |
|
91662xxxx2 |
has****@s*****.com |
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| Jeff Yankauskas - Wealth Financial Advisor |
1112 Galleria Blvd Ste 170, Roseville, CA 95678 |
|
91620xxxx9 |
aab****@b************.com |
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3 |
| Money Bridge: Wealth & Income Planning |
300 Harding Blvd #218, Roseville, CA 95678 |
|
91687xxxx0 |
fir**@m**********.money |
5 |
15 |
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| Merrill Lynch Financial Advisor Scott A Storer |
2998 Douglas Blvd, Roseville, CA 95661 |
|
91687xxxx9 |
aar**********@s*****.com |
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| Merrill Lynch Financial Advisor John T Schoeppach |
2998 Douglas Blvd #290, Roseville, CA 95661 |
|
91687xxxx5 |
aar**********@s*****.com |
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|
| U.S. Bancorp Investments - Financial Advisors: Roseville |
221 Estates Dr, Roseville, CA 95678 |
|
91647xxxx4 |
aar************@u*****.com |
|
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|
345312 |
5823 |
347000 |
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| Stutsman Wealth Management |
9851 Horn Rd Ste 260, Sacramento, CA 95827 |
|
91636xxxx8 |
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| WisdomPEAK Wealth Advisors - Ameriprise Financial Services, LLC |
1430 Blue Oaks Blvd Ste 290, Roseville, CA 95747 |
|
91658xxxx0 |
dns*****@a***.com |
|
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|
110 |
|
112 |
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|
| Rebecca Stewart - Morgan Stanley |
1478 Stone Point Dr #500, Roseville, CA 95661 |
|
91679xxxx4 |
int**********@m************.com |
|
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|
| Joe Wu, CPA |
Walnut Creek, CA 94598 |
|
92577xxxx9 |
joe**@j*******.com |
|
|
4.9 |
35 |
|
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| Daniel Stern - UBS Financial Services Inc. |
3001 Douglas Blvd #160, Roseville, CA 95661 |
|
91677xxxx9 |
abc*******@u**.com |
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| The GrayHawk Group - UBS Financial Services Inc. |
3001 Douglas Blvd #160, Roseville, CA 95661 |
|
91677xxxx7 |
abc*******@u**.com |
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| Private Wealth Management |
770 L St, Sacramento, CA 95814 |
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91644xxxx2 |
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| Empyrion Wealth Management Inc |
3741 Douglas Blvd Suite 130, Roseville, CA 95661 |
|
91678xxxx6 |
ann*****@e*************.com |
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478 |
3 |
513 |
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| HBW Advisory Services |
3017 Douglas Blvd Suite 100, Roseville, CA 95661 |
|
86651xxxx9 |
bra********@h**********.com |
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| The Bolter Wealth Management Group - Ubs Financial Services Inc. |
3001 Douglas Blvd Ste 160, Roseville, Ca 95661 |
|
91677xxxx7 |
abc*******@u**.com |
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| Sentinel Wealth Management & Insurance Services |
3701 Lennane Dr, Sacramento, CA 95834 |
|
91692xxxx1 |
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| Bangerter Financial Services, Inc. |
1380 Lead Hill Blvd STE 180, Roseville, CA 95661 |
|
91696xxxx9 |
dav**@b*****************.com |
5 |
106 |
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482 |
3 |
512 |
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| Spectrum Wealth Advisors |
5925 Granite Lake Dr Ste 130 Granite Bay, CA 95746 |
|
91677xxxx0 |
dav**********@s********.com |
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| Snix Wealth MGMT Inc |
100 Howe Ave, Sacramento, CA 95825 |
|
91671xxxx9 |
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| Stan Leavitt - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 |
|
91678xxxx0 |
col**********@a***.com |
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212 |
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215 |
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| Genovese Burford & Brothers Wealth & Retirement Plan Management |
740 University Ave, Sacramento, CA 95825 |
|
91692xxxx7 |
bri**@g********.com |
5 |
3 |
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449 |
62 |
577 |
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| Thrive Stewardship Financial Advisors |
3017 Douglas Blvd Ste 100 Roseville, CA 95661 |
|
91679xxxx7 |
cha*********@t****************.com |
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5 |
1 |
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| Sean O'Brien-O'Brien Wealth Management |
641 Fulton Ave, Sacramento, CA 95825 |
|
91633xxxx0 |
sob@o************.com |
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| Merrill Lynch Wealth Management |
2998 Douglas Blvd #290, Roseville, CA 95661 |
|
91677xxxx0 |
ali*************@m*.com |
3.5 |
2 |
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| M-Square Wealth Management Group |
1120 Iron Point Rd Ste 110, Folsom, CA 95630 |
|
91698xxxx3 |
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| Pinnacle Wealth |
2271 Lava Ridge Ct, Roseville, CA 95661 |
|
91677xxxx7 |
ada***@p************.com |
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| Pilcher Insurance Agency |
3805 Taylor Rd Ste 1 Loomis, CA 95650 |
|
91666xxxx0 |
bp@p***************.com |
5 |
3 |
4.3 |
11 |
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2 |
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| Edward Jones - Financial Advisor: Christopher R. Dominguez |
7086 Auburn Blvd Ste 120 Citrus Heights, CA 95621 |
|
91672xxxx6 |
aar***********@e**********.com |
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5 |
1 |
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88627 |
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101000 |
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| Family Wealth Legacy |
1512 Eureka Rd Ste 130, Roseville, CA 95661 |
|
91674xxxx7 |
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| Harvest Wealth Advisors |
951 Reserve Dr Ste 100 Roseville, CA 95678 |
|
91696xxxx0 |
ash*****@h********************.com |
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| Generations Wealth Management - UBS Financial Services Inc. |
1610 Arden Way Ste 200, Sacramento, CA 95815 |
|
91664xxxx1 |
abc*******@u**.com |
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| Strategic Wealth Legal Advisers Inc |
3001 Douglas Blvd, Roseville, CA 95661 |
|
91632xxxx0 |
ant****@s*******************.com |
5 |
2 |
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| Family Wealth Law Group |
3604 Fair Oaks Blvd Ste 160, Sacramento, CA 95864 |
|
80081xxxx4 |
aly***@f*******************.com |
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5 |
1 |
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| Rise Up Financial Solutions |
Rocklin, CA 95765 |
|
91625xxxx9 |
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5 |
1 |
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| Sterling Retirement Group of Sacramento |
300 Harding Blvd STE 115, Roseville, CA 95678 |
|
91672xxxx2 |
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5 |
3 |
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| Greg Polley - State Farm Insurance Agent |
8084 Old Auburn Rd Ste B Citrus Heights, CA 95610 |
|
91672xxxx4 |
|
4.9 |
54 |
4.6 |
9 |
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| Merrill Lynch Financial Advisor Ali R Coleman |
2998 Douglas Blvd, Roseville, CA 95661 |
|
91687xxxx0 |
aar**********@s*****.com |
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| Law Office of Ron F Suggs |
Ste 100 Rocklin, CA 95765 |
|
91690xxxx7 |
c18*****************************@s*****.wixpress |
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4.8 |
15 |
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107 |
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114 |
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| Steve Taylor-Bancwest Investment Services Wealth Financial Advisor |
500 Capitol Mall, Sacramento, CA 95814 |
|
91683xxxx4 |
aab****@b************.com |
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40846 |
177 |
41000 |
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| Lederer Private Wealth Management |
3455 American River Dr Ste B, Sacramento, CA 95864 |
|
91664xxxx9 |
joh*@l*********.com |
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| Wedbush Securities |
2999 Douglas Blvd STE 260, Roseville, CA 95661 |
|
91678xxxx0 |
a@w******.com |
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4500 |
290 |
4500 |
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| Luke Cummings-Safe Financial Services-Wealth Advisor |
2105 Town Center Plz, West Sacramento, CA 95691 |
|
91697xxxx3 |
aas***********@s*****.org |
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9871 |
301 |
10000 |
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| Wealth Wise Mortgage Planning |
101 Parkshore Dr, Folsom, CA 95630 |
|
91693xxxx0 |
and***@w*****************.com |
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| Wisdom Pointe Wealth Advisors - Ameriprise Financial Services |
1700 Eureka Rd Ste 110, Roseville, CA 95661 |
|
91678xxxx5 |
dns*****@a***.com |
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| Money Bridge: Wealth & Income Planning |
300 Harding Blvd, Roseville, CA 95678 |
|
91687xxxx0 |
fir**@m**********.money |
5 |
15 |
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5 |
10 |
| Allworth Financial |
3017 Douglas Blvd Suite 140, Roseville, CA 95661 |
|
91678xxxx5 |
bil***********@a****************.com |
4.2 |
10 |
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5414 |
47 |
5500 |
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| Michael Pettit - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1430 Blue Oaks Blvd Ste 290, Roseville, CA 95747 |
|
91658xxxx0 |
ame*******@a***.com |
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| Integrity Financial Group |
5726 Lonetree Blvd Rocklin, CA 95765 |
|
91662xxxx3 |
cod**@i*****.net |
5 |
3 |
5 |
1 |
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| Plan Well Live Well |
2530 Douglas Blvd # 100, Roseville, CA 95661 |
|
91679xxxx0 |
asm***@p***************.com |
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| South Placer Wealth Management Group |
3175 Sunset Blvd Ste 102 Rocklin, CA 95677 |
|
91625xxxx2 |
dwi****@s****.com |
4 |
4 |
5 |
1 |
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| Morgan Stanley Financial Advisors |
1478 Stone Point Dr #500, Roseville, CA 95661 |
|
91679xxxx0 |
acc**********@m************.com |
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| Glenn Kenes - Private Wealth Advisor, Ameriprise Financial Services |
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 |
|
91638xxxx5 |
bkr******************@a***.com |
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43 |
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43 |
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| Richard P Gootee - Atherton Wealth Advisors |
5854 Lonetree Blvd Rocklin, CA 95765 |
|
91662xxxx2 |
bar**********@o****************.com |
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| Income Planning Associates |
3017 Douglas Blvd Ste 250-B Roseville, CA 95661 |
|
88888xxxx8 |
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| Capitol City Wealth |
1610 Arden Way Ste 299, Sacramento, CA 95815 |
|
91643xxxx0 |
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| Stephen Westlake - Financial Advisor, Ameriprise Financial Services, LLC |
3741 Douglas Blvd Ste 290, Roseville, CA 95661 |
|
91667xxxx0 |
dns*****@a***.com |
1 |
2 |
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503 |
91 |
511 |
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| Granite Exchange Services |
5925 Granite Lake Dr Ste 150 Granite Bay, CA 95746 |
|
80089xxxx9 |
inf*@1**********.com |
5 |
9 |
|
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|
2000 |
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| David Pratt - Private Wealth Advisor, Ameriprise Financial Services |
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 |
|
91678xxxx1 |
col**********@a***.com |
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217 |
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| Affordable Office Staff |
8980 Bradshaw Elk Grove, CA 95624 |
|
91674xxxx0 |
adm**@a********************.com |
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5 |
3 |
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| WGG Wealth Partners - Ameriprise Financial Services, LLC |
3741 Douglas Blvd Ste 290, Roseville, CA 95661 |
|
91667xxxx0 |
ben*************@a***.com |
5 |
4 |
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503 |
91 |
511 |
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| Harvest Wealth |
1098 Sunrise Ave, Roseville, CA 95661 |
|
91696xxxx0 |
ash*****@h********************.com |
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| Crider Law Group |
3017 Douglas Blvd Ste 300 Roseville, CA 95661 |
|
91697xxxx1 |
adm**@c********.net |
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| Accounting & Tax Services |
6118 Canyon Rim Ct Rocklin, CA 95765 |
|
91654xxxx9 |
ahe**@t************.com |
|
|
4.3 |
7 |
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| Behl Financial Services Inc |
2267 Lava Ridge Ct, Roseville, CA 95661 |
|
91678xxxx8 |
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| PEAK Business Coaching |
111 Natoma St Ste 108 Folsom, CA 95630 |
|
70724xxxx6 |
isa*****@p*******************.com |
|
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5 |
11 |
|
|
144 |
2 |
145 |
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| Tate Private Wealth Advisers |
1545 River Park Dr, Sacramento, CA 95815 |
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91692xxxx6 |
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| Robert J Roth - Private Wealth Advisor, Ameriprise Financial Services |
11341 Gold Express Dr Ste 110, Gold River, CA 95670 |
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91663xxxx1 |
car***************@a***.com |
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| Angel Eyes Web Designs |
6180 Jarvis Ave Ste R Newark, CA 94560 |
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51073xxxx7 |
amk******@g****.com |
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| Tom Chandler - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 |
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91638xxxx7 |
dns*****@a***.com |
5 |
2 |
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| Bender Insurance Solutions |
516 Gibson Dr Ste 240 Roseville, CA 95678 |
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91638xxxx0 |
abe****@m****************.com |
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| Boyd Wealth Management |
1375 Exposition Blvd Ste 220, Sacramento, CA 95815 |
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91636xxxx2 |
inf*@b**********.com |
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| McLaughlin & Co |
1401 Shore St, West Sacramento, CA 95691 |
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91637xxxx1 |
ama******@m****.org |
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| Northwestern Mutual - Jeremy J. Wakamiya |
2990 Lava Ridge Ct #210, Roseville, CA 95661 |
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91658xxxx6 |
abb*******@n*.com |
4.3 |
6 |
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| Sullivan Wealth Management Group |
3721 Douglas Blvd, Roseville, CA 95661 |
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91652xxxx0 |
bra**********@s**********.com |
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| Merrill Lynch Financial Advisor Ryan J. Rainbolt |
2998 Douglas Blvd #290, Roseville, CA 95661 |
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91687xxxx8 |
aan********@m*.com |
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| Balance Point Wealth Mgmt Inc |
165 Court St, Auburn, CA 95603 |
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53082xxxx0 |
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| Merrill Lynch Financial Advisor Maxwell D Glasheen |
2998 Douglas Blvd #290, Roseville, CA 95661 |
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91677xxxx4 |
aar**********@s*****.com |
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| Roseman Wagner Wealth Management |
4970 Rocklin Rd STE 200, Rocklin, CA 95677 |
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91665xxxx4 |
aar**@r************.com |
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| Ryan Wealth Management |
463 Century Park Dr, Yuba City, CA 95991 |
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53067xxxx0 |
adm**@r*********.com |
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| Morgan Stanley Wealth Management |
739 Miller Dr, Davis, CA 95616 |
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53075xxxx7 |
aar***********@m***********************.com |
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| Saxe Capital |
2999 Douglas Blvd STE 180, Roseville, CA 95661 |
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66923xxxx0 |
inf*@s**********.com |
5 |
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| Peak Investment Solutions LLC |
1508 Eureka Rd # 180, Roseville, CA 95661 |
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91677xxxx2 |
kpo**@p*****.net |
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