Business Profile
Retirement Planning Services
Wilde Wealth Management GroupAbout
Overview
Wilde Wealth Management Group
7025 N Scottsdale Rd Ste 115
Paradise Vly, AZ 85253-3668
BBB Accreditation & Rating
Wilde Wealth Management Group is BBB Accredited.
This business has committed to upholding the BBB Standards for Trust.
Why choose a BBB Accredited Business?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: 22
Business Details
- 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