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PDI Financial Group Employee Directory

InsuranceWisconsin, United States2-10 Employees

PDI Financial Group operates in the insurance industry, providing insurance products and related services on a national scale. Its client base includes insurance agents, stock brokers, broker-dealers, and financial institutions. For more than 40 years, the company has served as the managing general agent for a portfolio of over 50 financial services companies.

The company is based in Appleton, Wisconsin. It maintains a small professional team.

Find PDI Financial Group employees' phone numbers or email addresses

PDI Financial Group Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

PDI Financial Group's Leadership

  • Stylized image of a person
    J. H.
    Vice President Life Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. J.
    Vice President - Long Term Care Brokerage
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. V.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. V.
    Executive Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. W.
    New Business Case Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Regional Sales Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. S.
    Senior Underwriting Analyst
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Pres
    Phone icon
    Mobile Phone

PDI Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Community & Social Services

Contact profiles from PDI Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. V.
    President
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Jul 08, 2025
  • Stylized image of a person
    J. H.
    Vice President Life Marketing
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Nov 20, 2025
  • Stylized image of a person
    M. J.
    Vice President - Long Term Care Brokerage
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    S. V.
    Executive Vice President
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. W.
    New Business Case Manager
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Oct 22, 2024
  • Stylized image of a person
    J. H.
    Regional Sales Manager
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Feb 19, 2026
  • Stylized image of a person
    A. S.
    Senior Underwriting Analyst
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Apr 25, 2025
  • Stylized image of a person
    J. H.
    Pres
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Mar 25, 2026
  • Stylized image of a person
    J. M.
    Market Maker
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Aug 05, 2024
  • Stylized image of a person
    J. D.
    Financial Services Consultant
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Apr 24, 2025

Frequently Asked Questions

What is PDI Financial Group known for?

Minus sign iconPlus sign iconPDI Financial Group operates in the Insurance industry. The company's main headquarters is located in 601 North Lynndale Drive Appleton, Wisconsin 54914 United States; you can contact the main corporate office by phone at
+1-920-739-****
. Explore PDI Financial Group's company overview page for more information.

What is PDI Financial Group's most common email format?

Minus sign iconPlus sign iconPDI Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PDI Financial Group email formats with LeadIQ.

How many employees does PDI Financial Group have currently?

Minus sign iconPlus sign iconPDI Financial Group has approximately 4 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are PDI Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, PDI Financial Group's key employees include:

  • Vice President Life Marketing: J. H.
  • Vice President - Long Term Care Brokerage: M. J.
  • President: C. V.
  • Executive Vice President: S. V.
  • New Business Case Manager: J. W.

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