Railroad Canyon Insurance And Financial Services
Firm details
- Headquarters
- Canyon Lake, California
- CRD number
- 150168
- Fee structure
- Hourly Charges, Fixed Fees, Commissions
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
Railroad Canyon Insurance And Financial Services operates as a sole proprietorship focused on insurance brokerage and fee-based financial planning. The firm runs educational seminars and workshops in addition to one-on-one planning work. Its business model mixes commission-driven insurance distribution with hourly and fixed-fee planning engagements, so its advisory activity centers on delivering insurance solutions and planning guidance rather than acting as a discretionary investment manager. The firm is not positioned as a multi-state registered adviser, does not identify as an active ESG investor, and does not serve as a pension consultant or institutional capital allocator. There is no indication the firm runs third-party alternative fund programs or manages pooled investment vehicles; instead, its client-facing activity emphasizes product distribution and financial education.
Assets & Accounts
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
1 of 1
Dennis Korte
Co-OwnerCRD 2567562
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Canyon Lake, CA
Riverside
Location
Canyon Lake, CA
Headquartered in Canyon Lake, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Riverside
- Address
- 31566 Railroad Canyon Rd
- Time zone
- PT (UTC-8)
- Office locations
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