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Business Profile

Retirement Planning Services

Wilde Wealth Management Group
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(480) 361-6203Email BusinessWrite a Review

About

Overview

Wilde Wealth Management Group

7025 N Scottsdale Rd Ste 115

Paradise Vly, AZ 85253-3668

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BBB Accreditation & Rating

Wilde Wealth Management Group is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

This business offers retirement planning services for individuals and businesses in the greater Phoenix area and nationwide. 

BBB Accredited Since: 10/27/2014

Years in Business: 23

Business Details

Local BBB:
BBB, Pacific SW
BBB File Opened:
5/4/2006
Business Started:
3/10/2003
Business Incorporated:
3/10/2003
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Rise-Up Wealth Management Inc
Business Management:
Mr. Trevor Wilde, Chief Executive Officer
Mr. William Robert Wilde, President
Ms. Janenne Marie Lackey, Chief Compliance Officer
Ms. Susan R Wilde, Treasurer
Ms. Stephanie Kotula, Director of Operations
Ms. Jackie Yoder, Chief Operating Officer

Additional Contact Information

Principal Contacts
Mr. Trevor Wilde, Chief Executive Officer
Mr. William Robert Wilde, President
Ms. Susan R Wilde, Treasurer
Customer Contacts
Mr. Trevor Wilde, Chief Executive Officer
Ms. Janenne Marie Lackey, Chief Compliance Officer
Ms. Stephanie Kotula, Director of Operations
Ms. Jackie Yoder, Chief Operating Officer
Fax numbers
Primary Fax: (480) 361-6215
Additional Phone Numbers
Other Phone: (800) 394-9416
Additional Email Addresses
Primary: Email this Business
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
Arizona Department of Insurance and Financial Institutions (DIFI)
2910 N. 44th Street, Ste. 210
Phoenix AZ 85018
Phone Number: (602) 364-2499
Fax Number: (602) 364-2505
http://www.azinsurance.gov
[email protected]
Business Categories
Retirement Planning Services, Insurance Companies, Financial Services, Financial Planning Consultants, Insurance Services Office, Life Insurance, Insurance Agency, Health Insurance, Estate Planning and Management, Insurance Consultant, Accident Insurance, Long Term Care Insurance, Employee Benefits Insurance, Annuities, Senior Insurance, Disability Insurance, Employee Benefit Plans

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