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List of Financial planners in Wisconsin

There are 2979 Financial planners in Wisconsin as of January 23, 2025; which is an 1.24% increase from 2023. Of these locations, 757 Financial planners which is 25.41% of all Financial planners in Wisconsin are single-owner operations, while the remaining 2222 which is 74.59% are part of larger brands. The top three cities with the most Financial planners are Madison with 341 Financial planners, Green Bay with 240 Financial planners, Milwaukee with 231 Financial planners. Average age of Financial planners in Wisconsin is 5 years and 5 months.

Financial planners are also establishing a strong digital presence across various platforms: 1406 have LinkedIn profiles, 1419 have Facebook Pages, 508 are active on Instagram, 1092 have X (formerly Twitter) handles, 7 are on TikTok, and 688 have YouTube channels. About 2869 Financial planners have their own website and the remaining 355 don’t have their own website.

  • 1419

    Facebook Profiles

  • 508

    Instagram Handles

  • 1092

    X Handles

  • 7

    TikTok Profiles

  • 688

    YouTube Channels

Data updated on January 23, 2025
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Download list of Financial planners in Wisconsin

You can download Financial planners email and phone number lists. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.

nameaddresscityState/TerritorycountryemailphoneReview CountRating ScoresurlFacebook ProfileInstagram HandleLinkedInTwitterYouTube
The Phelps Group - Ameriprise Financial Services, LLCAddressMadisonWisconsinUnited StatesEmailPhone00Link
Associated Wealth ManagementAddressLa CrosseWisconsinUnited StatesEmailPhone00Link
Tornow, Greene, Forliti & Associates - Ameriprise Financial Services, LLCAddressLa CrosseWisconsinUnited StatesEmailPhone15Link
Elizabeth A Wallace - Associate Financial Advisor, Ameriprise Financial Services, LLCAddressWisconsinUnited StatesEmailPhone00Link
Osborne Financial Management of Raymond JamesAddressWaukeshaWisconsinUnited StatesEmailPhone00Link
Landmark Financial Partners - Ameriprise Financial Services, LLCAddressLa CrosseWisconsinUnited StatesEmailPhone15Link
Jack Krumbach - Financial Advisor, Ameriprise Financial Services, LLCAddressMadisonWisconsinUnited StatesEmailPhone105Link
Lowery Financial Partners - Ameriprise Financial Services, LLCAddressWisconsinUnited StatesEmailPhone00Link
Schenck Investment SolutionsAddressAppletonWisconsinUnited StatesEmailPhone00Link
Mark Lowery - Financial Advisor, Ameriprise Financial Services, LLCAddressWisconsinUnited StatesEmailPhone00Link
[
  {
    "name": "The Phelps Group - Ameriprise Financial Services, LLC",
    "address": "82**********",
    "phone": "********4301",
    "email": "ro**********@am******",
    "lat": 43.0894677,
    "lng": -89.5225711,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "Madison",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Associated Wealth Management",
    "address": "60**********",
    "phone": "********4211",
    "email": "Jo********@As**********",
    "lat": 43.8131386,
    "lng": -91.2477631,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "La Crosse",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Tornow, Greene, Forliti & Associates - Ameriprise Financial Services, LLC",
    "address": "40**********",
    "phone": "********0929",
    "email": "La********@am******",
    "lat": 43.8166397,
    "lng": -91.2520585,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "La Crosse",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Elizabeth A Wallace - Associate Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "35**********",
    "phone": "********2936",
    "email": "El**********@am******",
    "lat": 44.2572879,
    "lng": -88.4686765,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": null,
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Financial planners,Investment services"
  },
  {
    "name": "Osborne Financial Management of Raymond James",
    "address": "20**********",
    "phone": "********3366",
    "email": "su*****@In**********",
    "lat": 43.0334734,
    "lng": -88.1713944,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "Waukesha",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Financial planners"
  },
  {
    "name": "Landmark Financial Partners - Ameriprise Financial Services, LLC",
    "address": "40**********",
    "phone": "********0929",
    "email": "La********@am******",
    "lat": 43.8166397,
    "lng": -91.2520585,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "La Crosse",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Jack Krumbach - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "26**********",
    "phone": "********0500",
    "email": "Ja**********@am******",
    "lat": 43.0345253,
    "lng": -89.4221167,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "Madison",
    "star_count": 5,
    "rating_count": 10,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Lowery Financial Partners - Ameriprise Financial Services, LLC",
    "address": "35**********",
    "phone": "********2936",
    "email": "lo**********@am******",
    "lat": 44.2572918,
    "lng": -88.468753,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": null,
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Schenck Investment Solutions",
    "address": "20**********",
    "phone": "********2246",
    "email": "we*******@cl**********",
    "lat": 44.2632091,
    "lng": -88.4038151,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "Appleton",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services,Consultants"
  },
  {
    "name": "Mark Lowery - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "35**********",
    "phone": "********2936",
    "email": "Ma**********@am******",
    "lat": 44.2569539,
    "lng": -88.4687843,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": null,
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  }
]

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How SmartScrapers Data Can Help You

SmartScrapers provides robust data solutions for businesses aiming to connect with Financial planners across various channels. Whether you need a Financial planners email list in Wisconsin or a Financial planners IG profile list in Wisconsin, our comprehensive database empowers you to create targeted outreach strategies. Below are the key ways our data can give you a competitive edge:

Email Marketing

With our Financial planners email list in Wisconsin, you can personalize your campaigns to resonate with owners, managers, and key decision-makers. This direct line of communication allows you to showcase promotions, introduce new products, or share relevant updates that drive engagement and conversions.

Cold Calling

Having a reliable Financial planners phone list in Wisconsin is essential for immediate and personalized conversations. SmartScrapers’ database provides verified contacts that help you quickly connect with the right people, saving you time and increasing your success rate with telephone outreach.

Mail Campaigns

Traditional mail still has its place in today’s digital world. Tap into our Financial planners mailing list in Wisconsin to send catalogs, brochures, or promotional offers directly to physical addresses. This tangible approach can cut through online clutter and create a lasting impression.

Instagram DM Outreach

Reach a visually driven audience using our Financial planners IG profile list in Wisconsin.

LinkedIn Outreach

If you’re seeking professional connections, our Financial planners LinkedIn profile list in Wisconsin is your gateway to building meaningful B2B relationships. Connect with owners, general managers, and marketing leaders on LinkedIn to propose partnerships, pitch your services, or explore collaborative opportunities.

Facebook Message Outreach

Leverage the ubiquity of Facebook to engage Financial planners on a platform familiar to millions of users. Our Financial planners Facebook profile list in Wisconsin allows you to initiate conversations through Facebook Messenger, share targeted ads, and gain valuable insights from user interactions.

By integrating these strategies, you’ll maximize your reach and ensure that your brand stands out in a crowded marketplace. SmartScrapers’ data makes it easier to connect with the right Financial planners, at the right time, through the right channel.

Target Financial planners on Paid Channels

You can also leverage the SmartScrapers database to create custom audiences on leading advertising platforms. By uploading our Financial planners email list in Wisconsin, Financial planners phone list in Wisconsin, or other relevant data, you can run highly targeted campaigns to reach Financial planners more effectively. Here’s how to target Financial planners on Facebook Ads, Instagram Ads, Google Ads, and YouTube:

Facebook Ads

Wondering how to target Financial planners on Facebook Ads? Simply upload your Financial planners contact list as a custom audience in Facebook Ads Manager. From there, you can create campaigns that speak directly to Financial planners owners and managers, ensuring your ads appear in front of the most relevant audience. You can also build lookalike audiences to expand your reach to similar prospects.

Instagram Ads

Wondering how to target Financial planners on Instagram Ads? Since Instagram shares its Ads Manager with Facebook, you can follow a similar process by uploading your Financial planners data. This allows you to place engaging visuals, Stories ads, or Reels ads directly in front of key decision-makers who frequently browse Instagram for the latest trends and collaborations.

Google Ads

If you’re exploring how to target Financial planners on Google Ads, you can upload your SmartScrapers’ list as a Customer Match audience in Google Ads. This makes it possible to show highly relevant display ads, text ads, or even shopping ads (if applicable) to Financial planners contacts. Additionally, you can build Similar Audiences based on your data to reach new, but similar, Financial planners leads.

YouTube

When figuring out how to target Financial planners on YouTube, use Google Ads’ video campaign features. By importing your custom audience list, you can display pre-roll or in-stream ads that speak directly to Financial planners professionals. This high-impact platform allows you to showcase compelling video content that resonates with a visually oriented audience.

By integrating custom audiences and leveraging the right messaging, you’ll create highly focused campaigns that appeal to Financial planners owners and managers. Whether you’re advertising on Facebook, Instagram, Google, or YouTube, SmartScrapers’ data helps you reach the right people, at the right time, with the right message.

Number of Financial planners locations by each city/area

City/AreaPopulationNumber Of Financial planners
Madison 248.95K341
Green Bay 105.21K240
Milwaukee 600.15K231
Brookfield 38.02K188
Appleton 74.14K87
Eau Claire 67.78K73
Waukesha 71.97K62
Mequon 23.13K57
Oshkosh 66.56K53
La Crosse 52.31K52
Stevens Point 26.60K46
Fond du Lac County -43
Sheboygan 48.80K43
Janesville 64.12K36
Wisconsin Rapids 17.90K35
Wauwatosa 47.61K32
Middleton 18.98K31
Onalaska 18.47K29
Manitowoc 33.01K28
Hudson 13.57K27
Germantown 19.99K26
Neenah 25.79K24
New Berlin 39.83K23
Oconomowoc 16.36K23
Delafield 7.18K22
Marshfield 18.62K22
Rice Lake 8.39K21
Sturgeon Bay 8.96K20
Fitchburg 28.00K18
Menomonie 16.30K18
Mount Pleasant 26.27K18
Somers 9.45K18
Watertown 23.82K18
Kenosha 99.86K16
Antigo 7.87K15
Cedarburg 11.48K15
Verona 12.54K15
Muskego 24.75K14
Baraboo 12.15K13
Chippewa Falls 14.05K13
Lake Geneva 7.78K13
Racine 77.74K13
Weston 15.07K13
Beaver Dam 16.56K12
Fort Atkinson 12.43K12
Sun Prairie 32.37K12
Greenfield 37.35K11
Hartland 9.22K11
Ripon 7.70K11
Shawano 9.13K11
Harrison 7.30K10
Marinette 10.80K10
New London 7.17K10
Rhinelander 7.53K10
Rib Mountain 5.65K10
River Falls 15.27K10
Berlin 5.42K9
Hayward 2.30K9
Menomonee Falls 36.12K9
Merrill 9.23K9
Mukwonago 7.72K9
Plover 12.32K9
Reedsburg 9.55K9
Waunakee 13.31K9
Oak Creek 35.24K8
Pewaukee 8.21K8
Stoughton 13.07K8
West Allis 60.62K8
Whitefish Bay 14.11K8
Beloit 36.89K7
Medford 4.34K7
Plymouth 8.51K7
Rochester 3.77K7
Rothschild 5.33K7
Seymour 3.44K7
Spooner 2.59K7
Superior 26.58K7
Tomah 9.36K7
Ashland 8.04K6
Darlington 2.40K6
Dodgeville 4.65K6
Eagle River 1.36K6
Franklin 36.22K6
Mount Horeb 7.42K6
Neillsville 2.41K6
Port Washington 11.58K6
Portage 10.38K6
Viroqua 4.36K6
Black River Falls 3.56K5
Brodhead 3.29K5
Elkhorn 9.89K5
Glendale 12.87K5
Lake Hallie 6.54K5
Montello 1.46K5
New Richmond 8.82K5
Platteville 12.57K5
Richland County -5
Sparta 9.68K5
Sussex 10.75K5
Waupaca 6.01K5
Abbotsford 2.26K4
Barron 3.32K4
Elm Grove 6.17K4
Evansville 5.23K4
Grafton 11.53K4
Hammond 1.90K4
Hartford 14.36K4
Holmen 9.65K4
Kaukauna 15.85K4
Kimberly 6.74K4
Oconto 4.48K4
Pleasant Prairie 20.73K4
Richland Center 5.01K4
Sheboygan Falls 7.84K4
Waterford 5.36K4
Wautoma 2.14K4
Windsor 3.57K4
Adams County -3
Altoona 7.32K3
Amery 2.83K3
Brown Deer 12.10K3
Caledonia 24.68K3
Chilton 3.90K3
Cleveland 1.47K3
Columbus 5.00K3
De Forest 8.94K3
Lancaster 3.78K3
Lomira 2.38K3
Mayville 4.99K3
McFarland 8.21K3
Monona 8.16K3
New Holstein 3.22K3
Oregon 10.04K3
Park Falls 2.33K3
Prairie du Sac 4.25K3
Richfield 11.53K3
Saukville 4.46K3
Schofield 2.20K3
Slinger 5.21K3
South Milwaukee 21.23K3
Stanley 3.57K3
Tomahawk 3.22K3
West Salem 5.01K3
Algoma 3.09K2
Balsam Lake 991.002
Belleville 2.42K2
Bloomer 3.52K2
Cambridge 1.49K2
Chetek 2.19K2
Clintonville 4.46K2
Cudahy 18.35K2
Green Lake County -2
Greendale 14.33K2
Hales Corners 7.76K2
Howards Grove 3.27K2
Jefferson 7.94K2
Kewaunee 2.88K2
Kiel 3.72K2
Ladysmith 3.19K2
Little Chute 11.03K2
Luck 1.07K2
Luxemburg 2.56K2
Menasha 17.57K2
Oconto Falls 2.83K2
Oostburg 2.96K2
Phillips 1.39K2
Roberts 1.64K2
Sauk City 3.49K2
Twin Lakes 6.09K2
Whitehall 1.57K2
Baldwin 3.97K1
Belgium 2.26K1
Black Earth 1.40K1
Brillion 3.14K1
Burlington 10.65K1
Campbellsport 1.98K1
Cottage Grove 6.85K1
Crandon 1.86K1
Decatur 1.80K1
Ellsworth 3.20K1
Friendship 670.001
Grantsburg 1.29K1
Horicon 3.69K1
Hurley 1.49K1
Ixonia 1.62K1
Johnson Creek 2.91K1
Juneau 2.69K1
Kenosha County -1
Kohler 2.11K1
Lake Delton 2.97K1
Lake Mills 5.80K1
Maine 2.36K1
Manitowoc County -1
Marathon County -1
Mauston 4.37K1
Mineral Point 2.49K1
Mishicot 1.41K1
Monticello 1.23K1
New Lisbon 2.49K1
Omro 3.55K1
Osseo 1.70K1
Paddock Lake 3.01K1
Pardeeville 2.09K1
Peshtigo 3.43K1
Prairie du Chien 5.76K1
Prescott 4.21K1
Princeton 1.19K1
Random Lake 1.59K1
River Hills 1.61K1
Roxbury 1.90K1
Saint Croix Falls 2.13K1
Saint Francis 9.37K1
Sherwood 2.87K1
Shorewood 13.31K1
Spencer 1.92K1
Spring Valley 1.34K1
Stratford 1.58K1
Suamico 12.19K1
Tichigan 5.13K1
Two Rivers 11.33K1
Union Grove 4.89K1
Wales 2.57K1
Washburn 2.06K1
Waupun 11.34K1
West Bend 31.70K1
Westby 2.26K1
Whitewater 14.69K1
Whiting 1.73K1
Williams Bay 2.60K1
Winneconne 2.44K1
Wisconsin Dells 2.71K1
Woodville 1.34K1

How many Financial planners are there in Wisconsin?

There are a total of 2979 Financial planners in Wisconsin as of January 23, 2025.

Number of Financial planners in Wisconsin with Phone Number

3180

Number of Financial planners in Wisconsin with Email

731

List of Financial planners in Wisconsin with Social Media Accounts

1419

Facebook Profiles

508

Instagram Handles

1406

LinkedIn Profiles

1092

X Handles

7

TikTok Profiles

688

YouTube Channels

Download sales qualified leads of Financial planners in the Wisconsin

Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.

Data of Financial planners in Wisconsin with/without Website

Download the list of Financial planners in Wisconsin as of January 23, 2025 with and without website information.

2869

Number of Financial planners in Wisconsin with website

355

Number of Financial planners in Wisconsin without website

List of Financial planners in Wisconsin By Ratings

Download the data of the number of star-rated Financial planners in Wisconsin as of January 23, 2025.

38

Number of 1 star-rated Financial planners in Wisconsin

13

Number of 2 star-rated Financial planners in Wisconsin

142

Number of 3 star-rated Financial planners in Wisconsin

238

Number of 4 star-rated Financial planners in Wisconsin

740

Number of 5 star-rated Financial planners in Wisconsin

  • Essential data for sales, marketing professionals, investors, and analysts.
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The total number of Financial planners in Wisconsin is 2979.

Smartscrapers is your go-to platform to get authentic and reliable data on Financial planners in Wisconsin at an affordable price.

You can download the complete dataset of sales qualified leads of Financial planners in Wisconsin once you purchase it.

Absolutely! Smartscrapers enables you to download a sample dataset directly from the corresponding webpage.

You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

The price of Financial planners in Wisconsin dataset costs $149.

There are 3180 Financial planners in Wisconsin with phone numbers.

There are 731 Financial planners in Wisconsin with email addresses.

There are 1069 Financial planners in Wisconsin with both phone numbers and email lists.

There are 1406 Financial planners in Wisconsin with LinkedIn Profiles.

There are 1419 Financial planners in Wisconsin with Facebook Profiles.

There are 508 Financial planners in Wisconsin with Instagram Handles.

There are 1092 Financial planners in Wisconsin with X Handles.

There are 7 Financial planners in Wisconsin with TikTok Profiles.

There are 688 Financial planners in Wisconsin with YouTube Channels.

The total count of Financial planners in Wisconsin with a website is 2869.

The total count of Financial planners in Wisconsin without a website is 355.

There are 740 5-star rated Financial planners in Wisconsin.

There are 238 4-star rated Financial planners in Wisconsin.

There are 142 3-star rated Financial planners in Wisconsin.

There are 13 2-star rated Financial planners in Wisconsin.

There are 38 1-star rated Financial planners in Wisconsin.

The average age of Financial planners in Wisconsin is 5 years and 5 months.

Madison, Green Bay, and Milwaukee are the top 3 cities with the most number of Financial planners in Wisconsin. Madison leads at the top with 341 Financial planners, at 11.45%. Green Bay follows with 240 Financial planners, at 8.06%. Milwaukee comes third with 231 Financial planners, accounting for 7.75% of its total.

Madison, with the most number of Financial planners, is the best city for Financial planners in Wisconsin. It tops with 341 Financial planners, which is 11.45% of the total Financial planners in Wisconsin.

By uploading our dataset on Financial planners, you can effortlessly reach the right target audience, optimize your ad campaigns, and increase your conversion rate.

By uploading our dataset on Financial planners, you can effortlessly reach the right target audience through Google Ads, optimize your ad campaigns, and maximize your ROI.

With the email addresses of Financial planners, you can reach your audience directly, ensuring your messages land in the inboxes of potential customers, leading to increased engagement and conversion rates.

Whether for cold calling campaigns or personalized messaging, having accurate phone numbers allows you to establish meaningful connections.

The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.