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Findeisen Wealth Management Group, LLC

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Company Details

Name: Findeisen Wealth Management Group, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 14 Dec 2009 (15 years ago)
Identification Number: 000521626
ZIP code: 02891
County: Washington County
Purpose: FINANCIAL BUSINESS
Principal Address: Google Maps Logo 101 FRANKLIN STREET SUITE 1A, WESTERLY, RI, 02891, USA

Industry & Business Activity

NAICS

524210 Insurance Agencies and Brokerages

This industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau

Agent

Name Role Address
DONNA BROCCOLO Agent 101 FRANKLIN STREET, WESTERLY, RI, 02891, USA

MANAGER

Name Role Address
SCOTT FINDEISEN MANAGER 101 FRANKLIN STREET WESTERLY, RI 02891 USA

Form 5500 Series

Employer Identification Number (EIN):
271546325
Plan Year:
2023
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
3
Sponsors Telephone Number:

Filings

Number Name File Date
202453616720 Annual Report 2024-05-01
202328106370 Annual Report 2023-02-10
202209027590 Annual Report 2022-02-01
202103607960 Annual Report 2021-10-21
202064063380 Annual Report 2020-10-13

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Date of last update: 29 May 2025

Sources: Rhode Island Department of State