Top 75 Financial Services Companies in Milwaukee

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Below is the list of Top 75 Financial Services Companies in Milwaukee ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Milwaukee

1. Northwestern Mutual

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: northwesternmutual.com

Company Founded: 1857

Company Size: 5001-10000

Company Address: 720 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Northwestern Mutual Contact Details

Name Title LinkedIn Phone Email
Jacob Rabay Financial Advisor
Jennifer Banachowicz Contingent Workforce Staffing For The Planning And Resource Management Department - It
Clfâ Matthew Banderman District Director
Jon Bents Financial Advisor
Matthew Perry Associate Wealth Management Advisor
Nkozi Knight Manager - Investment Client Services
Spencer Schulz Financial Advisor
Requires/Intent and 4954 more Employees
Customer Relationship Management (CRM)
Blockchain & Cryptocurrency Solutions
Fraud Detection & Prevention
and more

2. Baird

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: rwbaird.com

Company Founded: 1919

Company Size: 1001-5000

Company Address: 777 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Baird Contact Details

Name Title LinkedIn Phone Email
Jesse Ryan Financial Advisor
Todd Mcclement Talent Acquisition Director
Sara Gall Private Wealth Management Human Resources Business Advisor, Vice President
William Liles Senior Vice President
Cole Shelton Vice President, Financial Advisor
Jean Stack Managing Director
James Obrien Managing Director Real Estate
Requires/Intent and 1260 more Employees
IoT-enabled Smart Banking Solutions
Business Strategy & Growth Consulting
Insurance & Underwriting Services
and more

3. Umb Fund Services

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: umbfs.com

Company Founded: 1989

Company Size: 201-500

Company Address: 235 West Galena Street, Milwaukee, Wisconsin, United States

Umb Fund Services Contact Details

Name Title LinkedIn Phone Email
Scott Schulenburg Senior Vice President, Director Of Distribution And Client Services
Kurt Kunzler Lead
Richard Talley Senior Vice President, Business Development
Maureen Quill Executive Vice President And Executive Director Registered Funds
Mackenzie Johnson Legal Counsel
Ryan Michael Senior Fund Accountant
Jessica Eickman Vice President-investor Services Tax Reporting And Risk Management | Aml Compliance Officer
Requires/Intent and 167 more Employees
Customer Relationship Management (CRM)
Data Analytics & Business Intelligence
ERP For Financial Institutions
Mergers & Acquisitions Advisory
Fraud Detection & Prevention
and more

4. Divorce Financial Solutions

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: divfinsolutions.com

Company Founded: 2005

Company Size: 1-10

Company Address: 126 North Jefferson Street, Milwaukee, Wisconsin, United States

Divorce Financial Solutions Contact Details

Name Title LinkedIn Phone Email
Cr.fa Douglas Donald President
Grant Zielinski President
Garrick Zielinski Owner
Erin Sullivan Qdro Assistant
Garrick Zielinski President
Requires/Intent
Compliance & Regulatory Advisory
Performance Tracking & KPI Analytics
and more

5. Lubar & Co.

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: lubar.com

Company Founded: 1968

Company Size: 11-50

Company Address: 833 East Michigan Street, Milwaukee, Wisconsin, United States

Lubar & Co. Contact Details

Name Title LinkedIn Phone Email
Vincent Shiely Partner
David Bauer Chief Investment Officer
David Lubar President And Chief Executive Officer
Cortnie Pfarr Tax Manager
Sheldon Lubar Chairman And Founder
Jamie Ward Controller
Jeanne Wallace Administrative Assistant
Requires/Intent and 3 more Employees
Mobile App Development For Financial Services
Document Management & E-signature Solutions
Cloud Computing Solutions
Securities Trading & Brokerage
Legal Compliance & Advisory
and more

6. Homestead High School

Industry: Financial Services

Location: Milwaukee, Wisconsin

Company Founded: 1972

Company Size: 11-50

Company Address: 4300 West Fairmount Avenue, Milwaukee, Wisconsin, United States

Homestead High School Contact Details

Name Title LinkedIn Phone Email
Mike Lavalle Boys Varsity Lacrosse, Head Coach And Program Director
Charlotte Doering Ski Team Coach
Tony Navarre Head Varsity Hockey Coach
Bryen Warfield Assistant Band Director
Dennis Herrera Soccer Coach
Deana Velazquez Varsity Dance Coach
Brandn Lindsey Business Education Teacher
Requires/Intent and 29 more Employees
HR & Talent Acquisition
Fraud Detection & Prevention
Omnichannel Customer Support
Treasury & Cash Flow Management
and more

7. Quest Ce

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: questce.com

Company Founded: 1986

Company Size: 51-200

Company Address: 10100 West Innovation Drive, Milwaukee, Wisconsin, United States

Quest Ce Contact Details

Name Title LinkedIn Phone Email
Sally Ruiz Senior Client Services Specialist
Sarah Douglas Senior Online Services Specialist
Mackenzie Nold Account Executive Manager
Jack Nguyen Software Development Manager
Kate Stockland Senior Account Executive
Joellyn Jones Account Executive
Erica Larson Client Account Executive
Requires/Intent and 16 more Employees
Data Analytics & Business Intelligence
Fraud Detection & Prevention
ESG & Sustainable Finance Consulting
Insurance & Underwriting Services
Tax Planning & Strategy
and more

8. Corporate Central Credit Union

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: corpcu.com

Company Founded: 1947

Company Size: 11-50

Corporate Central Credit Union Contact Details

Name Title LinkedIn Phone Email
Chris Felton Interim President And Chief Executive Officer
Brittany Jordan Director Digital Marketing
Cwcul Justin Weber National Account Manager - Western Us
Mark Volz Relationship Development Officer
Gail Kearney Director - Member Solutions
Jevon Cliffgard Systems Developer
Kay Biberstein Digital Information Specialist
Requires/Intent and 17 more Employees
Risk Assessment & Mitigation
Securities Trading & Brokerage
Hedge Fund & Private Equity Consulting
and more

9. Trinity Capital Partners Llc

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: trinitycpllc.com

Company Founded: 2017

Company Size: 1-10

Company Address: 1601 North Jackson Street, Milwaukee, Wisconsin, United States

Trinity Capital Partners Llc Contact Details

Name Title LinkedIn Phone Email
Brian Dineen Business Financing Specialist
Requires/Intent
Sales & Lead Generation Strategy
ERP For Financial Institutions
Quality Control & Assurance
Banking & Payment Processing
API Integration For FinTech
and more

10. Ironwooddrive Financial Group

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: ironwooddrive.com

Company Founded: 2019

Company Size: 1-10

Company Address: 1433 North Water Street, Milwaukee, Wisconsin, United States

Ironwooddrive Financial Group Contact Details

Name Title LinkedIn Phone Email
Michael Sheppard Managing Partner
Eleazar Lopez Financial Advisor
Requires/Intent
Digital Payment & Subscription Solutions
Employee Training & Workforce Development
Omnichannel Customer Support
and more

11. Alpha Investment Consulting Group

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: alpha-investment.com

Company Founded: 1989

Company Size: 1-10

Company Address: 111 East Kilbourn Avenue, Milwaukee, Wisconsin, United States

Alpha Investment Consulting Group Contact Details

Name Title LinkedIn Phone Email
Matt Rose Consultant
Bailey Jordan Marketing Assistant
James Hawley Investment Manager Research Intern
Bailey Larson Marketing Assistant
Robert Bukowski Managing Partner
Benjamin Mee Investment Manager Research Intern
Mansoor Niazi President
Requires/Intent
Branding & Public Relations
Tax Planning & Strategy
Online Advertising & SEO
Quality Control & Assurance
and more

12. High Point Capital Group Planning & Wealth Management

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: highpointcapitalgroup.com

Company Founded: 2017

Company Size: 11-50

Company Address: 1200 North Mayfair Road, Milwaukee, Wisconsin, United States

High Point Capital Group Planning & Wealth Management Contact Details

Name Title LinkedIn Phone Email
Ethan Cutberth Wealth Management Advisor
Liz Henricks Director Of Marketing
Scott Downs President
Kyle Schroeder Case Design And Technical Specialist
Bridget Thyne Personal Marketing Assistant
Cathy Schmidtke Director Of Operations
Alyece Kleinschmidt Assistant
Requires/Intent and 1 more Employees
Treasury & Cash Flow Management
Customer Relationship Management (CRM)
Cloud Computing Solutions
Online Advertising & SEO
Loan Origination & Servicing Platforms
and more

13. Firstpathway Partners

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: firstpathway.com

Company Size: 11-50

Company Address: 311 East Chicago, Milwaukee, Wisconsin, United States

Firstpathway Partners Contact Details

Name Title LinkedIn Phone Email
Daniel Wycklendt Executive Vice President
John Endicott Senior Director
Nicole Wechsler Sales And Marketing Associate
Jake Alpren Managing Director, Asia Pacific
Scott Miswald Chief Financial Officer
Wenbo Yang Director Of China Operation
Brittany Armbruster Case Management Associate
Requires/Intent and 5 more Employees
Wealth Management
Risk Assessment & Mitigation
and more

14. Cleary Gull

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: clearygulladvisors.com

Company Founded: 1987

Company Size: 51-200

Company Address: 100 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Cleary Gull Contact Details

Name Title LinkedIn Phone Email
Mike Boedeker Associate
Jaclyn Gruber Retirement Consultant
David Sweeney Former Investment Banking Senior Analyst
Jaclyn Small Retirement Consultant
Patrick Bremmer Managing Director
Wendy Stojadinovic Director Of Fixed Income Strategy
Sharon Kopplin Assistant Vice President
Requires/Intent and 8 more Employees
Data Analytics & Business Intelligence
ERP For Financial Institutions
Financial Forecasting & Modeling
Risk Assessment & Mitigation
Legal Compliance & Advisory
and more

15. Riverwater Partners Llc

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: riverwaterpartners.com

Company Founded: 2016

Company Size: 1-10

Company Address: 1433 North Water Street, Milwaukee, Wisconsin, United States

Riverwater Partners Llc Contact Details

Name Title LinkedIn Phone Email
Matt Drvaric Partner
Greg Wait Partner
Kirk Fox Senior Analyst
Elizabeth Kiefer Operations Manager
Requires/Intent
Portfolio Management
Data Analytics & Business Intelligence
Wealth Management
Investment Advisory
Branding & Public Relations
and more

16. Health Payment Systems, Inc.

Industry: Financial Services

Location: Milwaukee, Wisconsin

Company Founded: 2005

Company Size: 51-200

Company Address: 735 North Water Street, Milwaukee, Wisconsin, United States

Health Payment Systems, Inc. Contact Details

Name Title LinkedIn Phone Email
Paul Mueller Director Of Business Development
Andrew Schatz Chief Financial Officer
Marie Foley Vice President Of Provider Relations And Actuarial Services
James Higgins Actuarial Manager
Paul Young Lead Infrastructure Systems Engineer
Brad Fax Account Manager
Charlotte Hinton Operations And It Incident Coordinator
Requires/Intent and 9 more Employees
Banking & Payment Processing
Online Advertising & SEO
Risk Management & Compliance
Asset Management
Insurance & Underwriting Services
and more

17. Executive Benefits Network

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: ebn-design.com

Company Founded: 2001

Company Size: 11-50

Company Address: 833 East Michigan Avenue, Milwaukee, Wisconsin, United States

Executive Benefits Network Contact Details

Name Title LinkedIn Phone Email
R David Fritz Managing Partner And Owner
Patrick Marget Managing Director
Ty Hedlund Marketing Executive
Ashley Rogers Marketing Intern
Cody Jones Vice President Of Marketing
David Fritz Managing Partner
Steve Terbovich Financial Representative
Requires/Intent
Compliance & Regulatory Advisory
Digital Payment & Subscription Solutions
Online Advertising & SEO
Mortgage & Loan Processing
and more

18. Oldenburg Professionals

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: oldenburgpro.com

Company Founded: 2013

Company Size: 1-10

Company Address: 2323 North Mayfair Road, Milwaukee, Wisconsin, United States

Oldenburg Professionals Contact Details

Name Title LinkedIn Phone Email
Aifa Danaé Oldenburg Principal
Danaé Oldenburg Principal
Requires/Intent
Tax Planning & Strategy
ERP For Financial Institutions
and more

19. Tech Financial Services

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: techfin.net

Company Founded: 2003

Company Size: 1-10

Company Address: 840 North 3rd Street, Milwaukee, Wisconsin, United States

Tech Financial Services Contact Details

Name Title LinkedIn Phone Email
Sara Charlton Business Development Manager
Mark Charlton President
Christi Knaak Operations Manager
Savannah Hunnicutt Marketing Support
Requires/Intent
Fraud Detection & Prevention
Performance Tracking & KPI Analytics
Branding & Public Relations
Wealth Management
and more

20. Swipeworks Payment Processing Solutions

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: swipeworks.com

Company Founded: 2007

Company Size: 1-10

Company Address: 5594 North Hollywood Avenue, Milwaukee, Wisconsin, United States

Swipeworks Payment Processing Solutions Contact Details

Name Title LinkedIn Phone Email
Michael Schmidt Partner
Jordan Commer Digital Marketing Specialist
Jeff Commer Chief Card Swiper
Requires/Intent
Compliance & Regulatory Advisory
ESG & Sustainable Finance Consulting
Automation & Workflow Optimization
Quality Control & Assurance
Marketing Services
and more

21. Milwaukee Economic Development Corporation (medc)

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: medconline.com

Company Founded: 1971

Company Size: 11-50

Company Address: 757 North Broadway, Milwaukee, Wisconsin, United States

Milwaukee Economic Development Corporation (medc) Contact Details

Name Title LinkedIn Phone Email
John Miller Vice President
Thomas Gannon Loan Officer
Diana Morales Portfolio Manager
Paul Kleiner Consultant
Teresa Dorn Paralegal
Martha Morrison Senior Loan Officer
Brian Reilly Manager, Menomonee Valley Redevelopment
Requires/Intent
Credit Rating & Analysis
Financial Forecasting & Modeling
Insurance & Underwriting Services
HR & Talent Acquisition
and more

22. Beacon Business Group

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: beaconbiz.net

Company Founded: 2006

Company Size: 1-10

Company Address: 759 North Milwaukee Street, Milwaukee, Wisconsin, United States

Beacon Business Group Contact Details

Name Title LinkedIn Phone Email
Catherine Cassidy Chief Content And Marketing Officer
Tami Krupski Database And Digital Marketing Specialist
Requires/Intent
Investment Advisory
Mergers & Acquisitions Advisory
Securities Trading & Brokerage
and more

23. Clearpay Financial Solutions Llc

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: clearpayfs.com

Company Founded: 2011

Company Size: 11-50

Company Address: 10000 Innovation Drive, Milwaukee, Wisconsin, United States

Clearpay Financial Solutions Llc Contact Details

Name Title LinkedIn Phone Email
Tommie Jackson Operations Manager
Patrick Jensen Operations Manager
Joe Cancilla Director Of Finance
Kelly Furney Account Executive
Moua Thao Senior Operations Manager
Sue Ridlon Area Manager At Clearpay Financial Solutions Llc
Christopher Drury Account Broker
Requires/Intent and 2 more Employees
Credit Rating & Analysis
Data Analytics & Business Intelligence
and more

24. F Street Group

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: fstreetgroup.com

Company Founded: 2008

Company Size: 11-50

Company Address: 1134 North 9th Street, Milwaukee, Wisconsin, United States

F Street Group Contact Details

Name Title LinkedIn Phone Email
Joshua Lurie General Counsel And Vice President Of Investor Relations
Bill Bollow Chief Financial Officer
Requires/Intent
Mobile App Development For Financial Services
Treasury & Cash Flow Management
Investment Advisory
Loan Origination & Servicing Platforms
and more

25. Planners Financial Group, Llc

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: plannersfinancialgroup.com

Company Size: 11-50

Company Address: 10909 West Greenfield Avenue, Milwaukee, Wisconsin, United States

Planners Financial Group, Llc Contact Details

Name Title LinkedIn Phone Email
Emily Kiefer Operations Manager
Deanna Chiapete Operations Manager
John Massie Partner - Certified Financial Plannerâ
Requires/Intent
Legal Compliance & Advisory
ESG & Sustainable Finance Consulting
Insurance & Underwriting Services
Debt Collection & Recovery
AI-powered Financial Insights
and more

26. Brock Associates, Inc.

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: brockreport.com

Company Founded: 1980

Company Size: 1-10

Company Address: 2050 West Good Hope Road, Milwaukee, Wisconsin, United States

Brock Associates, Inc. Contact Details

Name Title LinkedIn Phone Email
David Brock Director Of Marketing
Ian Berry Editor, The Brock Report
Katie Hancock Marketing Consultant
Terra Roman Administrative Assistant
David Behrel Broker
Tim Brusnahan Vice President
Rick Tinsley Computer Programmer At Brock Associates, Inc
Requires/Intent and 1 more Employees
Risk Assessment & Mitigation
Branding & Public Relations
Financial Forecasting & Modeling
Risk Management & Compliance
HR & Talent Acquisition
and more

27. Campbell Newman Asset Management, Inc.

Industry: Financial Services

Location: Milwaukee, Wisconsin

Company Founded: 1977

Company Size: 1-10

Campbell Newman Asset Management, Inc. Contact Details

Name Title LinkedIn Phone Email
John Bonnell Director Of Business Development
Tom Bolgert Vice President
Chelsy Krahn Research Analyst
Robin Harrison Chief Compliance Officer
Jennifer Decloux Equity Trader
Wendy Stojadinovic Fixed Income Portfolio Manager
Requires/Intent
API Integration For FinTech
Marketing Services
AI-powered Financial Insights
and more

28. Beauchamp Maleki Group

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: bmg-nm.com

Company Founded: 2001

Company Size: 11-50

Company Address: 731 North Jackson Street, Milwaukee, Wisconsin, United States

Beauchamp Maleki Group Contact Details

Name Title LinkedIn Phone Email
Michael Bernhard Director Of Investments And Associate Wealth Management Advisor
Bryan Beauchamp Principal And Co-founder | Wealth Management Advisor
Requires/Intent
Financial Planning & Retirement Solutions
Legal Compliance & Advisory
Employee Training & Workforce Development
Financial Auditing & Reporting
Online Advertising & SEO
and more

29. Alliance Wealth Management Milwaukee, Inc.

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: awmwealthadvisors.com

Company Founded: 2007

Company Size: 1-10

Company Address: 135 South 84th Street, Milwaukee, Wisconsin, United States

Alliance Wealth Management Milwaukee, Inc. Contact Details

Name Title LinkedIn Phone Email
Jerry Polovnuk Consultant
Tyler Link Research Associate, Rjfs
Cynthia Kalman Client Relationship Manager And Executive Assistant
Craig Pluta President, Cfp CrpcÂ
Requires/Intent
Sales & Lead Generation Strategy
Loan Origination & Servicing Platforms
and more

30. Milborn Advisors

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: milbornadvisors.com

Company Founded: 2018

Company Size: 1-10

Company Address: 301 North Broadway, Milwaukee, Wisconsin, United States

Milborn Advisors Contact Details

Name Title LinkedIn Phone Email
Drew Ashland Owner And Partner
Mark Hoffman Owner And Partner
Requires/Intent
API Integration For FinTech
Financial Auditing & Reporting
ERP For Financial Institutions
and more

31. Capital Market Consultants, Llc

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: cmarkc.com

Company Founded: 2002

Company Size: 11-50

Company Address: 222 East Erie Street, Milwaukee, Wisconsin, United States

Capital Market Consultants, Llc Contact Details

Name Title LinkedIn Phone Email
Nick Ihn Research Associate At Capital Market Consultants, Llc
Abdur Chowdhury Chief Economist
Maggie Mendelson Business Manager
Jay Ross Managing Partner
Requires/Intent
Investment Advisory
IoT-enabled Smart Banking Solutions
Performance Tracking & KPI Analytics
and more

32. Wipfli Corporate Finance Advisors, Llc

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: wcfadvisors.com

Company Size: 1-10

Company Address: 10000 Innovation Drive, Milwaukee, Wisconsin, United States

Wipfli Corporate Finance Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Kevin Janke Managing Director
Requires/Intent
Omnichannel Customer Support
AI-powered Financial Insights
Accounting Services
and more

33. Ps Capital Partners, Llc

Industry: Financial Services

Location: Milwaukee, Wisconsin

Company Founded: 2001

Company Size: 1-10

Company Address: 758 North Broadway, Milwaukee, Wisconsin, United States

Ps Capital Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Michael Mack Vice President
Requires/Intent
Cybersecurity & Data Protection
Wealth Management
Business Strategy & Growth Consulting
ERP For Financial Institutions
Customer Relationship Management (CRM)
and more

34. Southgate Lease Services

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: southgatelease.com

Company Founded: 1973

Company Size: 1-10

Company Address: 4440 South 108th Street, Milwaukee, Wisconsin, United States

Southgate Lease Services Contact Details

Name Title LinkedIn Phone Email
Cynthia Apfelbach Chief Financial Officer
Joan Borts Client Services Specialist
Requires/Intent
Mortgage & Loan Processing
Financial Planning & Retirement Solutions
ERP For Financial Institutions
Customer Relationship Management (CRM)
Risk Assessment & Mitigation
and more

35. Coinigy Inc

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: coinigy.com

Company Founded: 2013

Company Size: 1-10

Company Address: 20800 Swenson Drive, Milwaukee, Wisconsin, United States

Coinigy Inc Contact Details

Name Title LinkedIn Phone Email
Joe Phillips Senior Backend Developer
Anthony Henderson Software Engineer
Daniel Brown Trader
Requires/Intent
Mortgage & Loan Processing
Hedge Fund & Private Equity Consulting
and more

36. Geneva Capital Management Llc

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: genevacap.com

Company Founded: 1987

Company Size: 11-50

Company Address: 100 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Geneva Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Jose Munoz Portfolio Manager
Nicole Mueller Client Service Specialist And Account Analyst
Requires/Intent
Document Management & E-signature Solutions
Digital Payment & Subscription Solutions
and more

37. Vitalize Capital Management

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: vitalizecm.com

Company Founded: 2019

Company Size: 1-10

Vitalize Capital Management Contact Details

Name Title LinkedIn Phone Email
Jarodd White Founder And Wealth Planner
Requires/Intent
Cloud Computing Solutions
Cybersecurity & Data Protection
and more

38. Paladin Partners, Llc

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: paladinpartners.biz

Company Founded: 2003

Company Size: 1-10

Company Address: 250 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Paladin Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Megan Prochniak Partner
Requires/Intent
HR & Talent Acquisition
Digital Payment & Subscription Solutions
Employee Training & Workforce Development
Technology Consulting
and more

39. Hogan Financial

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: hoganfinancial.com

Company Founded: 1992

Company Size: 1-10

Company Address: 250 West Coventry Court, Milwaukee, Wisconsin, United States

Hogan Financial Contact Details

Name Title LinkedIn Phone Email
Alyssabeth Goodrich Financial Services Intern
Requires/Intent
Digital Payment & Subscription Solutions
API Integration For FinTech
and more

40. Tesseract Capital

Industry: Financial Services

Location: Milwaukee, Wisconsin

Company Founded: 2015

Company Size: 11-50

Company Address: 408 West Florida Street, Milwaukee, Wisconsin, United States

Tesseract Capital Contact Details

Name Title LinkedIn Phone Email
Christopher Mischler Managing Partner
Requires/Intent
Fraud Detection & Prevention
API Integration For FinTech
Online Advertising & SEO
Corporate Finance Strategy
Loan Origination & Servicing Platforms
and more

41. American Appraisal Associates

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: american-appraisal.com

Company Size: 501-1000

Company Address: 411 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

American Appraisal Associates Contact Details

Name Title LinkedIn Phone Email
Diane Mack Fixed Asset Analyst
Lisa Marshall Research Coordinator
Paula Bost Corporate Secretary
Kimberly Grannan Consultant
Joseph Zvesper Chairman And Chief Executive Officer
Fred Seth Senior Manager
Christine Leick Research Assistant
Requires/Intent and 13 more Employees
Compliance & Regulatory Advisory
Mortgage & Loan Processing
and more

42. Next Generation Wealth Management, Inc

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: ngwealth.com

Company Founded: 2005

Company Size: 1-10

Company Address: 10700 Research Park, Milwaukee, Wisconsin, United States

Next Generation Wealth Management, Inc Contact Details

Name Title LinkedIn Phone Email
Michael Weil Director Of Wealth Management
Jeffrey Kralovec Senior Vice President And Chief Creative Officer
John Favret Intern
Susan Dulde Business Operations Manager
Requires/Intent
Automation & Workflow Optimization
Technology Consulting
IoT-enabled Smart Banking Solutions
Marketing Services
Performance Tracking & KPI Analytics
and more

43. Retireco

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: retirecoopportunity.com

Company Founded: 2009

Company Size: 201-500

Company Address: 413 North 2nd Street, Milwaukee, Wisconsin, United States

Retireco Contact Details

Name Title LinkedIn Phone Email
Marconnett Leverette Retireco Sales Representative
Paul Whitley Managing Broker
Nancy Andrade Insurance Broker
Sean Jones Independent Insurance Agent
Requires/Intent
ESG & Sustainable Finance Consulting
Sales & Lead Generation Strategy
Marketing Services
and more

44. Capital Investment Services Of America, Inc.

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: capinv.com

Company Founded: 1981

Company Size: 1-10

Company Address: 111 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Capital Investment Services Of America, Inc. Contact Details

Name Title LinkedIn Phone Email
Blaine Bancker Associate
Anne Kurtz Principal
Anne Kurtz Principal Officer
Requires/Intent
Financial Forecasting & Modeling
Business Strategy & Growth Consulting
and more

45. Ccm Capital

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: creamcitymanagement.com

Company Founded: 2018

Company Size: 1-10

Ccm Capital Contact Details

Name Title LinkedIn Phone Email
Garrett Roth Head Of Trading
Requires/Intent
AI-powered Financial Insights
Customer Relationship Management (CRM)
Corporate Finance Strategy
Risk Management & Compliance
and more

46. Financial Strategy & Insights

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: financialconceptz.com

Company Size: 1-10

Financial Strategy & Insights Contact Details

Name Title LinkedIn Phone Email
Mark Norville Founder And Chief Executive Officer
Requires/Intent
Accounting Services
Cybersecurity & Data Protection
Legal Compliance & Advisory
and more

47. Financial Solutions Group Wealth & Risk Management Services

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: financialsolutionswrm.com

Company Size: 1-10

Financial Solutions Group Wealth & Risk Management Services Contact Details

Name Title LinkedIn Phone Email
Rochelle Wortham Accountant And Bookkeeper
Requires/Intent
Compliance & Regulatory Advisory
Customer Relationship Management (CRM)
and more

48. Oac Collection Specialists

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: oac.bz

Company Founded: 1919

Company Size: 11-50

Company Address: P/o Box 371100, Milwaukee, Wisconsin, United States

Oac Collection Specialists Contact Details

Name Title LinkedIn Phone Email
Jolynn Wade-cook Corporate Compliance Officer
Teena Wheeler Collection Specialist
Requires/Intent
Employee Training & Workforce Development
Insurance & Underwriting Services
Cybersecurity & Data Protection
and more

49. Campbell Newman Asset Management, Inc.

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: campbellnewman.com

Company Founded: 1977

Company Size: 1-10

Company Address: 330 East Kilbourn Avenue, Milwaukee, Wisconsin, United States

Campbell Newman Asset Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Chelsy Thostenson Operations And Marketing Specialist
Requires/Intent
IoT-enabled Smart Banking Solutions
Mergers & Acquisitions Advisory
Investment Advisory
Hedge Fund & Private Equity Consulting
and more

50. Milwaukee Plating Co

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: milwaukeeplating.com

Company Size: 11-50

Company Address: 1434 North 4th Street, Milwaukee, Wisconsin, United States

Milwaukee Plating Co Contact Details

Name Title LinkedIn Phone Email
Andrew Marr Shipping Supervisor
Requires/Intent
Quality Control & Assurance
Corporate Finance Strategy
and more

51. First Capital Surety & Trust Company

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: firstcapitalsurety.com

Company Founded: 1999

Company Size: 1-10

Company Address: 230 Wells Street, Milwaukee, Wisconsin, United States

First Capital Surety & Trust Company Contact Details

Name Title LinkedIn Phone Email
Jason Reynolds Trust Service Administrator
Requires/Intent
Investment Advisory
API Integration For FinTech
and more

52. Charon Coins

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: charoncoins.com

Company Founded: 2016

Company Size: 1-10

Company Address: 250 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Charon Coins Contact Details

Name Title LinkedIn Phone Email
Devin Konopa Chief Executive Officer
Emilytw Lopez Executive Assistant
Requires/Intent
Securities Trading & Brokerage
Risk Management & Compliance
Accounting Services
Mergers & Acquisitions Advisory
and more

53. Blue Chip Retirement Plans Inc

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: apolloadvisors.co.uk

Company Size: 11-50

Company Address: 6737 West Washington Street, Milwaukee, Wisconsin, United States

Blue Chip Retirement Plans Inc Contact Details

Name Title LinkedIn Phone Email
Kimberley Boyd Compliance Consultant
Requires/Intent
Legal Compliance & Advisory
Risk Management & Compliance
Mobile App Development For Financial Services
ERP For Financial Institutions
and more

54. Metro Income Tax Services

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: metrotax.com

Company Size: 11-50

Company Address: 3431 West Vliet Street, Milwaukee, Wisconsin, United States

Metro Income Tax Services Contact Details

Name Title LinkedIn Phone Email
Jonathan Salomón Asistente
Denise Dillard Manager
Requires/Intent
Debt Collection & Recovery
Corporate Finance Strategy
and more

55. Zimmermann Printing Co

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: zimmermannprinting.com

Company Size: 1-10

Company Address: 7319 West Dean Road, Milwaukee, Wisconsin, United States

Zimmermann Printing Co Contact Details

Name Title LinkedIn Phone Email
Paul Schmitt Finishing Lead
David Hammonds Press Operator
Requires/Intent
Compliance & Regulatory Advisory
Securities Trading & Brokerage
Financial Forecasting & Modeling
and more

56. Summit Investment Management, Ltd

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: suminvest.com

Company Founded: 1987

Company Size: 1-10

Company Address: 400 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Summit Investment Management, Ltd Contact Details

Name Title LinkedIn Phone Email
Kendra Debaets Operations And Client Services Manager
Requires/Intent
Legal Compliance & Advisory
Technology Consulting
Digital Payment & Subscription Solutions
Business Strategy & Growth Consulting
Data Analytics & Business Intelligence
and more

57. Mccarthy Grittinger Financial Group Llc

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: mgfin.com

Company Founded: 1995

Company Size: 1-10

Company Address: 125 South 84th Street, Milwaukee, Wisconsin, United States

Mccarthy Grittinger Financial Group Llc Contact Details

Name Title LinkedIn Phone Email
Maggie Mayer Operations Manager
Requires/Intent
ESG & Sustainable Finance Consulting
Banking & Payment Processing
and more

58. Northwest Mutual

Industry: Financial Services

Location: Milwaukee, Wisconsin

Company Size: 11-50

Company Address: 720 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Northwest Mutual Contact Details

Name Title LinkedIn Phone Email
Ronda Mountford Assistance Financial Representative
Kathryn Brunner Chief Financial Officer
Requires/Intent
Accounting Services
Mergers & Acquisitions Advisory
Document Management & E-signature Solutions
and more

59. Trivium Credit Repair

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: triviumcreditrepair.com

Company Founded: 2008

Company Size: 1-10

Company Address: 2778 South 35th Street, Milwaukee, Wisconsin, United States

Trivium Credit Repair Contact Details

Name Title LinkedIn Phone Email
Nathan Trudgeon President
Dan Lasky Certified Credit Consultant
Kenneth Poniewaz Vice President
Requires/Intent
Performance Tracking & KPI Analytics
Credit Rating & Analysis
and more

60. Payday Loan Store

Industry: Financial Services

Location: Milwaukee, Wisconsin

Company Size: 11-50

Company Address: 5502 West Center Street, Milwaukee, Wisconsin, United States

Payday Loan Store Contact Details

Name Title LinkedIn Phone Email
Kenyon Readus Customer Service Representative
Requires/Intent
Credit Rating & Analysis
Asset Management
Banking & Payment Processing
Hedge Fund & Private Equity Consulting
Online Advertising & SEO
and more

61. Marine Financial

Industry: Financial Services

Location: Milwaukee, Wisconsin

Company Size: 1-10

Company Address: 9401 West Beloit Road, Milwaukee, Wisconsin, United States

Marine Financial Contact Details

Name Title LinkedIn Phone Email
Joann Pistoria Mail Clerk
Requires/Intent
Fraud Detection & Prevention
Hedge Fund & Private Equity Consulting
and more

62. Monarch Wealth Management, Inc.

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: monarchwm.com

Company Founded: 2007

Company Size: 1-10

Company Address: 2100 North Mayfair Road, Milwaukee, Wisconsin, United States

Monarch Wealth Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Shari Showers Branch Operations Manager At Monarch Wealth Management, Inc
Requires/Intent
Financial Auditing & Reporting
Treasury & Cash Flow Management
and more

63. Annual Giving

Industry: Financial Services

Location: Milwaukee, Wisconsin

Company Size: 11-50

Company Address: 3501 South Lake Drive, Milwaukee, Wisconsin, United States

Annual Giving Contact Details

Name Title LinkedIn Phone Email
Malaika Thomas Phone Representative
Requires/Intent
Automation & Workflow Optimization
Data Analytics & Business Intelligence
Financial Planning & Retirement Solutions
Digital Payment & Subscription Solutions
and more

64. Cortina Asset Management

Industry: Financial Services

Location: Milwaukee, Wisconsin

Website: cortinaassetmanagement.com

Company Founded: 2004

Company Size: 11-50

Company Address: 330 East Kilbourn Avenue, Milwaukee, Wisconsin, United States

Cortina Asset Management Contact Details

Name Title LinkedIn Phone Email
Tom Eck Portfolio Manager
Requires/Intent
Financial Planning & Retirement Solutions
Customer Relationship Management (CRM)
Data Analytics & Business Intelligence
Securities Trading & Brokerage
Sales & Lead Generation Strategy
and more
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Milwaukee Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Jacob Rabay Northwestern Mutual Financial Advisor
2 Jennifer Banachowicz Northwestern Mutual Contingent Workforce Staffing For The Planning And Resource Management Department - It
3 Clfâ Matthew Banderman Northwestern Mutual District Director
4 Jon Bents Northwestern Mutual Financial Advisor
5 Matthew Perry Northwestern Mutual Associate Wealth Management Advisor
6 Nkozi Knight Northwestern Mutual Manager - Investment Client Services
7 Spencer Schulz Northwestern Mutual Financial Advisor
8 Jesse Ryan Baird Financial Advisor
9 Todd Mcclement Baird Talent Acquisition Director
10 Sara Gall Baird Private Wealth Management Human Resources Business Advisor, Vice President
11 William Liles Baird Senior Vice President
12 Cole Shelton Baird Vice President, Financial Advisor
13 Jean Stack Baird Managing Director
14 James Obrien Baird Managing Director Real Estate
15 Scott Schulenburg Umb Fund Services Senior Vice President, Director Of Distribution And Client Services
16 Kurt Kunzler Umb Fund Services Lead
17 Richard Talley Umb Fund Services Senior Vice President, Business Development
18 Maureen Quill Umb Fund Services Executive Vice President And Executive Director Registered Funds
19 Mackenzie Johnson Umb Fund Services Legal Counsel
20 Ryan Michael Umb Fund Services Senior Fund Accountant
21 Jessica Eickman Umb Fund Services Vice President-investor Services Tax Reporting And Risk Management | Aml Compliance Officer
22 Cr.fa Douglas Donald Divorce Financial Solutions President
23 Grant Zielinski Divorce Financial Solutions President
24 Garrick Zielinski Divorce Financial Solutions Owner
25 Erin Sullivan Divorce Financial Solutions Qdro Assistant
26 Garrick Zielinski Divorce Financial Solutions President
27 Vincent Shiely Lubar & Co. Partner
28 David Bauer Lubar & Co. Chief Investment Officer
29 David Lubar Lubar & Co. President And Chief Executive Officer
30 Cortnie Pfarr Lubar & Co. Tax Manager
31 Sheldon Lubar Lubar & Co. Chairman And Founder
32 Jamie Ward Lubar & Co. Controller
33 Jeanne Wallace Lubar & Co. Administrative Assistant
34 Mike Lavalle Homestead High School Boys Varsity Lacrosse, Head Coach And Program Director
35 Charlotte Doering Homestead High School Ski Team Coach
36 Tony Navarre Homestead High School Head Varsity Hockey Coach
37 Bryen Warfield Homestead High School Assistant Band Director
38 Dennis Herrera Homestead High School Soccer Coach
39 Deana Velazquez Homestead High School Varsity Dance Coach
40 Brandn Lindsey Homestead High School Business Education Teacher

Financial Services companies in different cities of Wisconsin

No. Industry Number of Contacts Download
1 Financial services Companies in Madison 17168
2 Financial services Companies in Brookfield 5568
3 Financial services Companies in Appleton 6496
4 Financial services Companies in Green Bay 2784
5 Financial services Companies in Waukesha 3248
6 Financial services Companies in La Crosse 464
7 Financial services Companies in Middleton 1856
8 Financial services Companies in Wausau 3248
9 Financial services Companies in Eau Claire 928
10 Financial services Companies in Menomonee Falls 1392
11 Financial services Companies in Mequon 464
12 Financial services Companies in Neenah 464
13 Financial services Companies in Pewaukee 2320
14 Financial services Companies in Oshkosh 464
15 Financial services Companies in Racine 928
16 Financial services Companies in Fond Du Lac 2320
17 Financial services Companies in Kenosha 928
18 Financial services Companies in New Berlin 464
19 Financial services Companies in Manitowoc 928
20 Financial services Companies in Sun Prairie 928
21 Financial services Companies in Wauwatosa 464
22 Financial services Companies in De Pere 1856
23 Financial services Companies in Hartland 1856
24 Financial services Companies in Mukwonago 928
25 Financial services Companies in Sheboygan 464
26 Financial services Companies in West Bend 464