This Business Is Not BBB Accredited

Alan Naumann Financial LLC

Alan Naumann Financial LLC

(920) 632-6284

Alan Naumann Financial LLC

340 N Wisconsin St Ste 200
De Pere, WI 54115-2769
Fax Numbers
  • (888) 232-4741
Additional Phone Numbers
  • (877) 202-1645
Additional Email Addresses
  • anaumann@alannaumannfinancial.com
BBB File Opened: 07/23/2008
Business Started: 05/01/1989
Business Started Locally: 05/01/1989
Type of Entity
Limited Liability Company
Business Management
  • Mr. Alan P. Naumann, President
Business Category
  • Financial Planning Consultants
  • Investment Advisory Service
  • Investment Securities
  • Retirement Planning Service
  • Financial Services
  • Estate Planning & Management

Licensing, Bonding or Registration
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.
Number of Employees: 
3

NR

Out of Business

According to information in BBB files, this business is no longer in business.

Alert

On 06/01/2015 Alan Naumann Financial, LLC was sold to Proactiv Wealth.

Overview

This company states that they offer financial planning, retirement analysis & planning and investment roll-overs

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Based on BBB files, this business has a BBB Rating of No Rating. The reason is as follows:
This business has no rating because it is out of business.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Alan Naumann Financial LLC

THIS BUSINESS IS NOT BBB ACCREDITED

Alan Naumann Financial LLC

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