Network·Venture Capital

Expand Financial, LLC

Unclaimed
Venture Capitalfinancial servicesretirement planning
www.expandfinancial.com

SEC CRD #801-121644

About

Expand Financial provides technology-based partnership services to financial advisors and institutions managing 401k plans, offering operational support, expertise, and fiduciary services to help grow retirement plan practices.

Key Contact

SB

SHERI BAKER

CCO

📞 (720) 387-8158

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Geographic Focus

united statessouthwestwestsoutheast

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AUM

$2.8B

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