Top 20 Financial Services Companies in Pewaukee

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Below is the list of Top 20 Financial Services Companies in Pewaukee ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Pewaukee

1. Waterstone Mortgage Corporation

Industry: Financial Services

Location: Pewaukee, Wisconsin

Website: waterstonemortgage.com

Company Founded: 2000

Company Size: 501-1000

Company Address: N25w23255 Paul Road, Pewaukee, Wisconsin, United States

Waterstone Mortgage Corporation Contact Details

Name Title LinkedIn Phone Email
Melissa Masek National Business Development
Tom Knapp Senior Vice President - Chief Information Officer
Christopher Fleming Senior Vice President National Sales
Crms Wes Moore Senior Loan Originator Nmls #205189
Crms Wes Moore Senior Loan Originator Nmls #205189
Susan Millspaugh Regional Vice President
Susan Millspaugh Regional Vice President
Requires/Intent and 272 more Employees
Sales & Lead Generation Strategy
Fraud Detection & Prevention
Investment Advisory
Risk Management & Compliance
and more

2. Inlanta Mortgage

Industry: Financial Services

Location: Pewaukee, Wisconsin

Website: inlanta.com

Company Founded: 1993

Company Size: 201-500

Company Address: W239 N3490 Pewaukee Road, Pewaukee, Wisconsin, United States

Inlanta Mortgage Contact Details

Name Title LinkedIn Phone Email
Cindy Laffey Branch Partner, Loan Originator, And Corporate Real Estate Benefits Director
Kathryn Brune Senior Broker, Nmls 32674
Lee Lycan Mortgage Consultant
Brian Swanson Branch Manager
Traci Huntemann-piatt National Marketing Manager
Aiman Abozeid Branch Manager
Tracy Anderson Branch Manager
Requires/Intent and 119 more Employees
Risk Assessment & Mitigation
Corporate Finance Strategy
Accounting Services
Asset Management
Business Strategy & Growth Consulting
and more

3. Ellenbecker Investment Group

Industry: Financial Services

Location: Pewaukee, Wisconsin

Website: ellenbecker.com

Company Founded: 1996

Company Size: 11-50

Company Address: N35 W23877 Highfield Court, Pewaukee, Wisconsin, United States

Ellenbecker Investment Group Contact Details

Name Title LinkedIn Phone Email
Brett Engelking Director Of Business Operations And Chief Compliance Officer
Anne Mank Wealth Advisor
Maureen Holsen Wealth Advisor Associate
Heather Deaton Wealth Advisor Associate
Paige Farsee Director Of First Impressions
Gabriela Urquizo Wealth Advisor Assistant
Jean Range Senior Wealth Advisor
Requires/Intent and 11 more Employees
Tax Planning & Strategy
Risk Management & Compliance
Cloud Computing Solutions
Wealth Management
Quality Control & Assurance
and more

4. Os Inc.

Industry: Financial Services

Location: Pewaukee, Wisconsin

Website: os-healthcare.com

Company Founded: 1993

Company Size: 51-200

Company Address: W237n2920 Woodgate Road, Pewaukee, Wisconsin, United States

Os Inc. Contact Details

Name Title LinkedIn Phone Email
Kyle Bogenberger Systems Administrator
Laura Koziol Director Of Human Resources
Crcp-i Jennette Learned Revenue Cycle Client Services Manager
Crcs-i Hannah Vanderhulst Revenue Cycle Client Services Manager
Lori Callen Payment Posting Specialist
Brandon Thao Compliance Coordinator
Leanne Hurzeler Office Administrator
Requires/Intent and 16 more Employees
Employee Training & Workforce Development
Fraud Detection & Prevention
Risk Management & Compliance
and more

5. The American Deposit Management Company

Industry: Financial Services

Location: Pewaukee, Wisconsin

Website: americandeposits.com

Company Founded: 2009

Company Size: 11-50

Company Address: W220 N3451 Springdale Road, Pewaukee, Wisconsin, United States

The American Deposit Management Company Contact Details

Name Title LinkedIn Phone Email
Robert Zondag Chief Financial Officer And Managing Partner
Requires/Intent
API Integration For FinTech
Asset Management
ERP For Financial Institutions
Fraud Detection & Prevention
IoT-enabled Smart Banking Solutions
and more

6. Fortress Planning Group

Industry: Financial Services

Location: Pewaukee, Wisconsin

Website: fortressplanninggroup.com

Company Founded: 2011

Company Size: 1-10

Company Address: N27w23953 Paul Road, Pewaukee, Wisconsin, United States

Fortress Planning Group Contact Details

Name Title LinkedIn Phone Email
Kevin Sandieson Investment Advisor And Partner
Scott Wellens President
Requires/Intent
Treasury & Cash Flow Management
Marketing Services
Data Analytics & Business Intelligence
and more

7. Shakespeare Wealth Management, Inc.

Industry: Financial Services

Location: Pewaukee, Wisconsin

Website: shakespearewm.com

Company Size: 1-10

Company Address: N22 W27847 Edgewater Drive, Pewaukee, Wisconsin, United States

Shakespeare Wealth Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Brian Ellenbecker Financial Planner
Ryan Rink Associate Advisor
Brittany Wiedmeyer Operations Manager
Requires/Intent
Omnichannel Customer Support
Hedge Fund & Private Equity Consulting
and more

8. Commonwealth Mortgage Group Nmls # 254645

Industry: Financial Services

Location: Pewaukee, Wisconsin

Company Founded: 2007

Company Size: 11-50

Company Address: 325 Oakton Avenue, Pewaukee, Wisconsin, United States

Commonwealth Mortgage Group Nmls # 254645 Contact Details

Name Title LinkedIn Phone Email
Tim Kutz Vice President
Ryan Thielke Mortgage Loan Processor
Adam Rolfson Mortgage Loan Originator
Requires/Intent
Investment Advisory
Branding & Public Relations
and more

9. Diversified Wealth Strateties, Llc

Industry: Financial Services

Location: Pewaukee, Wisconsin

Website: dwstrategies.com

Company Founded: 2017

Company Size: 1-10

Company Address: N28w23000 Roundy Drive, Pewaukee, Wisconsin, United States

Diversified Wealth Strateties, Llc Contact Details

Name Title LinkedIn Phone Email
Dana Carini Director Of Marketing
Requires/Intent
AI-powered Financial Insights
Loan Origination & Servicing Platforms
and more

10. Third Coast Advisors

Industry: Financial Services

Location: Pewaukee, Wisconsin

Website: thirdcoastadv.com

Company Size: 51-200

Company Address: 1166 Quail Court, Pewaukee, Wisconsin, United States

Third Coast Advisors Contact Details

Name Title LinkedIn Phone Email
David Richards Financial Advisor
Requires/Intent
Document Management & E-signature Solutions
Portfolio Management
Legal Compliance & Advisory
and more

11. Droegkamp Furnace Co

Industry: Financial Services

Location: Pewaukee, Wisconsin

Website: droegkamp.com

Company Size: 1-10

Company Address: 520 Capitol Drive, Pewaukee, Wisconsin, United States

Droegkamp Furnace Co Contact Details

Name Title LinkedIn Phone Email
Mike Balthazor Service Technician
Requires/Intent
ERP For Financial Institutions
Quality Control & Assurance
and more

Pewaukee Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Melissa Masek Waterstone Mortgage Corporation National Business Development
2 Tom Knapp Waterstone Mortgage Corporation Senior Vice President - Chief Information Officer
3 Christopher Fleming Waterstone Mortgage Corporation Senior Vice President National Sales
4 Crms Wes Moore Waterstone Mortgage Corporation Senior Loan Originator Nmls #205189
5 Crms Wes Moore Waterstone Mortgage Corporation Senior Loan Originator Nmls #205189
6 Susan Millspaugh Waterstone Mortgage Corporation Regional Vice President
7 Susan Millspaugh Waterstone Mortgage Corporation Regional Vice President
8 Cindy Laffey Inlanta Mortgage Branch Partner, Loan Originator, And Corporate Real Estate Benefits Director
9 Kathryn Brune Inlanta Mortgage Senior Broker, Nmls 32674
10 Lee Lycan Inlanta Mortgage Mortgage Consultant
11 Brian Swanson Inlanta Mortgage Branch Manager
12 Traci Huntemann-piatt Inlanta Mortgage National Marketing Manager
13 Aiman Abozeid Inlanta Mortgage Branch Manager
14 Tracy Anderson Inlanta Mortgage Branch Manager
15 Brett Engelking Ellenbecker Investment Group Director Of Business Operations And Chief Compliance Officer
16 Anne Mank Ellenbecker Investment Group Wealth Advisor
17 Maureen Holsen Ellenbecker Investment Group Wealth Advisor Associate
18 Heather Deaton Ellenbecker Investment Group Wealth Advisor Associate
19 Paige Farsee Ellenbecker Investment Group Director Of First Impressions
20 Gabriela Urquizo Ellenbecker Investment Group Wealth Advisor Assistant
21 Jean Range Ellenbecker Investment Group Senior Wealth Advisor
22 Kyle Bogenberger Os Inc. Systems Administrator
23 Laura Koziol Os Inc. Director Of Human Resources
24 Crcp-i Jennette Learned Os Inc. Revenue Cycle Client Services Manager
25 Crcs-i Hannah Vanderhulst Os Inc. Revenue Cycle Client Services Manager
26 Lori Callen Os Inc. Payment Posting Specialist
27 Brandon Thao Os Inc. Compliance Coordinator
28 Leanne Hurzeler Os Inc. Office Administrator
29 Robert Zondag The American Deposit Management Company Chief Financial Officer And Managing Partner
30 Kevin Sandieson Fortress Planning Group Investment Advisor And Partner
31 Scott Wellens Fortress Planning Group President
32 Brian Ellenbecker Shakespeare Wealth Management, Inc. Financial Planner
33 Ryan Rink Shakespeare Wealth Management, Inc. Associate Advisor
34 Brittany Wiedmeyer Shakespeare Wealth Management, Inc. Operations Manager
35 Tim Kutz Commonwealth Mortgage Group Nmls # 254645 Vice President
36 Ryan Thielke Commonwealth Mortgage Group Nmls # 254645 Mortgage Loan Processor
37 Adam Rolfson Commonwealth Mortgage Group Nmls # 254645 Mortgage Loan Originator
38 Dana Carini Diversified Wealth Strateties, Llc Director Of Marketing
39 David Richards Third Coast Advisors Financial Advisor
40 Mike Balthazor Droegkamp Furnace Co Service Technician