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  5. Findeisen Wealth Management Group, LLC

Findeisen Wealth Management Group, LLC

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
Principal Address: 101 FRANKLIN STREET SUITE 1A, WESTERLY, RI, 02891, USA
Purpose: FINANCIAL BUSINESS
NAICS: 524210 - Insurance Agencies and Brokerages

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FINDEISEN WEALTH MANAGEMENT GROUP, LLC RETIREMENT PLAN 2023 271546325 2024-10-11 FINDEISEN WEALTH MANAGEMENT GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 4015968882
Plan sponsor’s address 101 FRANKLIN STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2024-10-11
Name of individual signing BRANDEN FINDEISEN
Valid signature Filed with authorized/valid electronic signature
FINDEISEN WEALTH MANAGEMENT GROUP, LLC RETIREMENT PLAN 2023 271546325 2024-08-12 FINDEISEN WEALTH MANAGEMENT GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 4015968882
Plan sponsor’s address 101 FRANKLIN STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2024-08-12
Name of individual signing BRANDEN FINDEISEN
Valid signature Filed with authorized/valid electronic signature
FINDEISEN WEALTH MANAGEMENT GROUP, LLC RETIREMENT PLAN 2023 271546325 2024-08-12 FINDEISEN WEALTH MANAGEMENT GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 4015968882
Plan sponsor’s address 101 FRANKLIN STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2024-08-12
Name of individual signing BRANDEN FINDEISEN
Valid signature Filed with authorized/valid electronic signature
FINDEISEN WEALTH MANAGEMENT GROUP, LLC RETIREMENT PLAN 2022 271546325 2024-08-12 FINDEISEN WEALTH MANAGEMENT GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 4015968882
Plan sponsor’s address 101 FRANKLIN STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2024-08-12
Name of individual signing BRANDEN FINDEISEN
Valid signature Filed with authorized/valid electronic signature
FINDEISEN WEALTH MANAGEMENT GROUP, LLC RETIREMENT PLAN 2021 271546325 2024-08-12 FINDEISEN WEALTH MANAGEMENT GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 4015968882
Plan sponsor’s address 101 FRANKLIN STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2024-08-12
Name of individual signing BRANDEN FINDEISEN
Valid signature Filed with authorized/valid electronic signature
FINDEISEN WEALTH MANAGEMENT GROUP, LLC RETIREMENT PLAN 2018 271546325 2019-10-15 FINDEISEN WEALTH MANAGEMENT GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 4015968882
Plan sponsor’s address 101 FRANKLIN STREET, WESTERLY, RI, 02891
FINDEISEN WEALTH MANAGEMENT GROUP, LLC RETIREMENT PLAN 2017 271546325 2018-10-11 FINDEISEN WEALTH MANAGEMENT GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 4015968882
Plan sponsor’s address 101 FRANKLIN STREET, WESTERLY, RI, 02891
FINDEISEN WEALTH MANAGEMENT GROUP, LLC RETIREMENT PLAN 2016 271546325 2017-07-25 FINDEISEN WEALTH MANAGEMENT GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 4015968882
Plan sponsor’s address 101 FRANKLIN STREET, WESTERLY, RI, 02891
FINDEISEN WEALTH MANAGEMENT GROUP, LLC RETIREMENT PLAN 2015 271546325 2016-10-07 FINDEISEN WEALTH MANAGEMENT GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 4015968882
Plan sponsor’s address 101 FRANKLIN STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2016-10-07
Name of individual signing SCOTT FINDEISEN
Valid signature Filed with authorized/valid electronic signature
FINDEISEN WEALTH MANAGEMENT GROUP, LLC RETIREMENT PLAN 2014 271546325 2015-09-21 FINDEISEN WEALTH MANAGEMENT GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 4015968882
Plan sponsor’s address 101 FRANKLIN STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2015-09-21
Name of individual signing SCOTT FINDEISEN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/10/01/20141001122911P030010613293001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Sponsor’s telephone number 4015968882
Plan sponsor’s address 101 FRANKLIN STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2014-10-01
Name of individual signing SCOTT E. FINDEISEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-10-01
Name of individual signing SCOTT E. FINDEISEN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/10/08/20131008111208P030024997939001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Sponsor’s telephone number 4015968882
Plan sponsor’s address 101 FRANKLIN STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2013-10-08
Name of individual signing SCOTT E. FINDEISEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-08
Name of individual signing SCOTT E. FINDEISEN
Valid signature Filed with authorized/valid electronic signature

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

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
201926895390 Annual Report 2019-11-05
201926896450 Statement of Change of Registered/Resident Agent 2019-11-05
201879999190 Annual Report 2018-10-22
201753062400 Annual Report 2017-11-06
201742350790 Annual Report 2017-04-28

Related by officers

DONNA BROCCOLO

101 FRANKLIN STREET PROPERTIES, LLC

SCOTT FINDEISEN

THE FAIRWAY FOUNDATION

Related by address

No related companies by address

Date of last update: 14 Oct 2024

Sources: Rhode Island Department of State

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