What departments does FP Wealth Management, Inc. have?

FP Wealth Management, Inc. has employees across 3 departments including Finance, Human Resources, Administrative.

What is the largest department at FP Wealth Management, Inc.?

The largest department at FP Wealth Management, Inc. is Finance with 2 employees.

Where are FP Wealth Management, Inc. employees located globally?

FP Wealth Management, Inc. has employees across 1 continents and 1 countries including United States Of America.

How has FP Wealth Management, Inc.'s team size changed over time?

FP Wealth Management, Inc.'s team has remained stable from approximately 11 to 11 employees based on available data.

FP Wealth Management, Inc. Employee Directory

Financial ServicesNebraska, United States11-50 Employees

FP Wealth Management, Inc. operates in the financial services sector with a focus on wealth management planning for individuals and families. The firm emphasizes a comprehensive, long-term client experience that starts when a client joins and continues through future years, ultimately assisting with estate transfers to beneficiaries and preferred charities. Based in Lincoln, Nebraska, the company maintains a client-centric approach as it serves a broad base of households through a small professional team.

Offering securities and investment advisory services through SagePoint Financial, Inc., FP Wealth Management also provides insurance through its own channel, with the arrangement described as non-affiliated to SagePoint. The business positions itself as a trusted advisor dedicated to integrity and personalized service, aiming to align financial planning with clients’ ongoing needs over time.

FP Wealth Management, Inc. Global Highlights

North America
14

United States Of America
14

FP Wealth Management, Inc.'s Leadership

B. F.
President, Cfp® Professional
Mobile Phone
Email
R. F.
President
Mobile Phone
Email
K. A.
Operations & Hr Manager
Mobile Phone
Email
T. L. O.
Fp Wealth Management - Office Manager
Mobile Phone
Email
L. B.
Client Services Representative
Mobile Phone
Email
C. B.
Intern
Mobile Phone
Email
T. B.
Investment Advisor Representative
Mobile Phone
Email

FP Wealth Management, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Human Resources

Contact profiles from FP Wealth Management, Inc.

Name

Title

Contact Info

Location

Last Update

B. F.
President, Cfp® Professional
Mobile Phone
Email
United StatesNebraska
Jan 20, 2026
R. F.
President
Mobile Phone
Email
Oct 24, 2024
K. A.
Operations & Hr Manager
Mobile Phone
Email
United StatesNebraska
Mar 04, 2026
T. L. O.
Fp Wealth Management - Office Manager
Mobile Phone
Email
United States
Oct 23, 2024
L. B.
Client Services Representative
Mobile Phone
Email
United StatesNebraska
Mar 25, 2026
C. B.
Intern
Mobile Phone
Email
Oct 16, 2024
T. B.
Investment Advisor Representative
Mobile Phone
Email
United StatesNebraska
Aug 03, 2025

Frequently Asked Questions

What is FP Wealth Management, Inc. known for?

FP Wealth Management, Inc. operates in the Financial Services industry. The company's main headquarters is located in 770 North Cotner Boulevard Suite 411 Lincoln, Nebraska 68505 United States. Explore FP Wealth Management, Inc.'s company overview page for more information.

What is FP Wealth Management, Inc.'s most common email format?

FP Wealth Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more FP Wealth Management, Inc. email formats with LeadIQ.

How many employees does FP Wealth Management, Inc. have currently?

FP Wealth Management, Inc. has approximately 12 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are FP Wealth Management, Inc.'s key employees and leadership?

As of May 2026, FP Wealth Management, Inc.'s key employees include:

President, Cfp® Professional: B. F.
President: R. F.
Operations & Hr Manager: K. A.
Fp Wealth Management - Office Manager: T. L. O.
Client Services Representative: L. B.

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FP Wealth Management, Inc. Employee Directory

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FP Wealth Management, Inc. Global Highlights

North America
14

FP Wealth Management, Inc.'s Leadership

FP Wealth Management, Inc. Employee Metrics

Contact profiles from FP Wealth Management, Inc.

Frequently Asked Questions

What is FP Wealth Management, Inc. known for?

What is FP Wealth Management, Inc.'s most common email format?

How many employees does FP Wealth Management, Inc. have currently?

Who are FP Wealth Management, Inc.'s key employees and leadership?

Everything for prospecting,
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What you can expect from LeadIQ:

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FP Wealth Management, Inc. Employee Directory

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Name search is limited — try advanced search instead

FP Wealth Management, Inc. Global Highlights

North America14

FP Wealth Management, Inc.'s Leadership

FP Wealth Management, Inc. Employee Metrics

Contact profiles from FP Wealth Management, Inc.

Frequently Asked Questions

What is FP Wealth Management, Inc. known for?

What is FP Wealth Management, Inc.'s most common email format?

How many employees does FP Wealth Management, Inc. have currently?

Who are FP Wealth Management, Inc.'s key employees and leadership?

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
14

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in one platform.