IronwoodDrive Financial Group LLC

111 East Kilbourn Avenue, Milwaukee, WI 53202
DBE

About

Financial services in the area of retirement, 401K plans, group benefits and other financial planning services

Owner: Michael Sheppard

Certifications

TypeStateAgencyCertificate #
DBEWisconsinMilwaukee County

NAICS Codes

523920Personal investments trusts, managing (changed in 2022 codeset to 523940)523930Financial Planning & Investment Counseling, (Expect Trades) (changed in 2022 codeset)523991Personal investments trust administration524292Employee benefit plans, third party administrative processing services525110Pension plans (e.g., employee benefit, retirement)

Service Areas

Wisconsin

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Contact Information

262-391-8917

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