IGNITE FINANCIAL
Firm details
- Headquarters
- CEDAR FALLS, Iowa
- CRD number
- 323489
- Website
- www.igniteplanning.com
- Fee structure
- Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ignite Financial is a limited liability company that specializes in providing financial planning services and portfolio management for individuals and small businesses. The firm operates under a fixed fee structure, allowing clients to understand the costs associated with their financial services upfront. While Ignite Financial does not actively engage in environmental, social, and governance (ESG) investing, it focuses on delivering tailored financial solutions to its client base.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Casey Redmond
Partner, Financial PlannerCRD 6771324
Michael Dunlop
Partner, Financial PlannerCRD 6638614
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CEDAR FALLS, IA
BLACK HAWK
Location
CEDAR FALLS, IA
Headquartered in CEDAR FALLS, IA, in the Midwest of the United States.
- Region
- Midwest
- County
- BLACK HAWK
- Address
- 2616 Orchard Dr
- Time zone
- CT (UTC-6)
- Office locations
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