Insights

Market Size & Revenue SII Investments operates with an estimated revenue range of 100 to 250 million dollars and employs between 51 to 200 staff members, indicating a mid-sized firm with potential for scalability and growth opportunities within the financial services sector.

Growth Opportunities The recent sale of its independent broker-dealer network to LPL Financial suggests strategic expansion and partnership efforts that could open avenues for collaborative product offerings or technology integrations aimed at expanding its distribution channels.

Regulatory Challenges The company faced securities law violations related to REIT sales in 2017, highlighting an area for potential compliance service offerings or risk management solutions to help mitigate future regulatory issues.

Technology Adoption Use of advanced tech such as Akamai, jQuery, and Akamai Bot Manager indicates a focus on cybersecurity and digital infrastructure, presenting opportunities for cybersecurity solutions, digital transformation services, or client engagement platforms.

Competitive Landscape Positioned among peers like Avantax and Kestra Financial with a similar revenue range, SII Investments presents an opportunity for tailored value propositions around compliance, technology, and client acquisition strategies to differentiate in a competitive market.

SII Investments Tech Stack

SII Investments uses 4 technology products and services including Akamai, jQuery, YUI, and more. Explore SII Investments's tech stack below.

  • Akamai
    Content Delivery Network
  • jQuery
    Javascript Libraries
  • YUI
    Javascript Libraries
  • Akamai Bot Manager
    Security

SII Investments's Email Address Formats

SII Investments uses at least 1 format(s):
SII Investments Email FormatsExamplePercentage
First.Last@siionline.comJohn.Doe@siionline.com
92%
First_Last@siionline.comJohn_Doe@siionline.com
5%
Last.First@siionline.comDoe.John@siionline.com
2%
FLast@siionline.comJDoe@siionline.com
1%

Frequently Asked Questions

Where is SII Investments's headquarters located?

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SII Investments's main headquarters is located at 5555 West Grande Market Drive Appleton, Wisconsin 54913 United States. The company has employees across 4 continents, including North AmericaAfricaAsia.

What is SII Investments's phone number?

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You can contact SII Investments's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is SII Investments's official website and social media links?

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SII Investments's official website is siionline.com and has social profiles on LinkedIn.

What is SII Investments's SIC code NAICS code?

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SII Investments's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does SII Investments have currently?

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As of April 2026, SII Investments has approximately 64 employees across 4 continents, including North AmericaAfricaAsia. Key team members include Vice President Relationship Management: A. H.President/Ceo: T. K.President: A. S.. Explore SII Investments's employee directory with LeadIQ.

What industry does SII Investments belong to?

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SII Investments operates in the Financial Services industry.

What technology does SII Investments use?

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SII Investments's tech stack includes AkamaijQueryYUIAkamai Bot Manager.

What is SII Investments's email format?

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SII Investments's email format typically follows the pattern of First.Last@siionline.com. Find more SII Investments email formats with LeadIQ.

SII Investments

Financial ServicesWisconsin, United States51-200 Employees

On August 15, 2017, NPH announced the sale of the business of its independent broker-dealer network to LPL Financial LLC (LPL). For more information, view this press release: https://www.investfinancial.com/shared/documents/nph_lpl_release.pdf

Section iconCompany Overview

Headquarters
5555 West Grande Market Drive Appleton, Wisconsin 54913 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    SII Investments's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    SII Investments's revenue is estimated to be in the range of $100M$250M

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