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Kelli Cruz

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Cruz Consulting Group believes that advisory firms reach the pinnacle of success when every single team member is working at his or her full potential. We specialize in helping RIA advisory firms quickly solve their people challenges and maximize their human capital investment. With more than 35 years of advisory industry experience, we are THE talent experts who provide compensation design, organizational design, recruiting and hiring, performance management, career path development and succession planning consulting. We are committed to building talent wealth and helping advisory firms realize their true potential.

Cruz Consulting Group believes that advisory firms reach the pinnacle of success when every single team member is working at his or her full potential. We specialize in helping RIA advisory firms quickly solve their people challenges and maximize their human capital investment. With more than 35 years of advisory industry experience, we are THE talent experts who provide compensation design, organizational design, recruiting and hiring, performance management, career path development and succession planning consulting. We are committed to building talent wealth and helping advisory firms realize their true potential.

Primary SectorFinancial Services
Workforce Size1-10 Employees
Global HQMilwaukee, United States
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Financial Services
Company Type
Privately Held
Founded
Undisclosed
Employee Bracket
1-10
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
Cruz Consulting Group CA Mill Valley
City
Milwaukee
Region / State
Wisconsin
Postal Code
53209
Country
United States

Digital Presence & Footprint

Verified domains, socials, and directory profiles

Official Domaincruzconsultinggroup.com
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LinkedIn NetworkActive Profile
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