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UPSTREAM Investment Partners LLC

About the Company
Employees
22

Employee List (22)

Bill Stephens

UPSTREAM Investment Partners LLC

Private Wealth Manager

  • Location Dallas, TX
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Dennis Marrs

UPSTREAM Investment Partners LLC

Private Wealth Advisor / Branch Director

  • Location Dexter, MI
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Tammy L. Swann

UPSTREAM Investment Partners LLC

Associate Vice President of Investments

  • Location Dallas, TX
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Scott Olson, AAMS

UPSTREAM Investment Partners LLC

Private Wealth Manager and Branch Director

  • Location Dallas, TX
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Rod Chisholm (Me)

UPSTREAM Investment Partners LLC

Branch Director/Vice President

  • Location Dallas, TX
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Ashley Sturm

UPSTREAM Investment Partners LLC

Office Manager

  • Location Dexter, MI
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RICHARD M. TADEN, CRPC

UPSTREAM Investment Partners LLC

Private Wealth Manager

  • Location Algonquin, IL
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Jason Wendt

UPSTREAM Investment Partners LLC

Private Wealth Manager

  • Location Algonquin, IL
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Colin Cohen

UPSTREAM Investment Partners LLC

Private Wealth Manager

  • Location Round Rock, TX
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Adam Flagg

UPSTREAM Investment Partners LLC

Private Wealth Manager, CFP®, AIF®

  • Location Dallas, TX
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Company Summary
  • Address
    1717 N I-35, Ste 150
    Round Rock, TX 78664
  • Industry
    Financial Service
  • Estimated Revenue
    5M - 20M
  • Company Size
    51-200 employees

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