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List of Financial planners in Madison

There are 313 Financial planners in Madison as of December 1, 2024; which is an 2.40% increase from 2023. Of these locations, 104 Financial planners which is 33.23% of all Financial planners in Madison are single-owner operations, while the remaining 209 which is 66.77% are part of larger brands. Average age of Financial planners in Madison is 5 years and 4 months.

Financial planners are also establishing a strong digital presence across various platforms: 165 have LinkedIn profiles, 142 have Facebook Pages, 37 are active on Instagram, 120 have X (formerly Twitter) handles, 1 are on TikTok, and 64 have YouTube channels. About 309 Financial planners have their own website and the remaining 32 don’t have their own website.

  • 313

    Number of Financial planners

  • 114

    Email addresses

  • 336

    Phone numbers

  • 309

    With Websites

  • 165

    LinkedIn Profiles

  • 142

    Facebook Profiles

  • 37

    Instagram Handles

  • 120

    X Handles

  • 1

    TikTok Profiles

  • 64

    YouTube Channels

Data updated on December 1, 2024
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Download list of Financial planners in Madison

You can download Financial planners email and phone number lists along with top management data. 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
Thrivent Financial-LutheransAddressMadisonWisconsinUnited StatesEmailPhone00Link
Ronald Phelps - Private Wealth Advisor, Ameriprise Financial Services, LLCAddressMadisonWisconsinUnited StatesEmailPhone00Link
The Phelps Hamus Group - Ameriprise Financial Services, LLCAddressMadisonWisconsinUnited StatesEmailPhone00Link
Elizabeth Norman - RBC Wealth Management Financial AdvisorAddressMadisonWisconsinUnited StatesEmailPhone00Link
Turnhall Financial GroupAddressMadisonWisconsinUnited StatesEmailPhone00Link
Justin Fletchall - RBC Wealth Management Financial AdvisorAddressMadisonWisconsinUnited StatesEmailPhone00Link
Perk PlanningAddressMadisonWisconsinUnited StatesEmailPhone25Link
Wealthspire AdvisorsAddressMadisonWisconsinUnited StatesEmailPhone00Link
Jason Matthew Hatch - Financial Advisor, Ameriprise Financial Services, LLCAddressMadisonWisconsinUnited StatesEmailPhone00Link
Tranquil Lakes Investment Advisors - Ameriprise Financial Services, LLCAddressMadisonWisconsinUnited StatesEmailPhone00Link
[
  {
    "name": "Thrivent Financial-Lutherans",
    "address": "70**********",
    "phone": "********3339",
    "email": "me**********@th**********",
    "lat": 43.0752382,
    "lng": -89.5331428,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "Madison",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Ronald Phelps - Private Wealth Advisor, 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": "The Phelps Hamus 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": "Elizabeth Norman - RBC Wealth Management Financial Advisor",
    "address": "10**********",
    "phone": "********7525",
    "email": "el**********@rb*****",
    "lat": 43.0739252,
    "lng": -89.38162,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "Madison",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants,Investment services"
  },
  {
    "name": "Turnhall Financial Group",
    "address": "70**********",
    "phone": "********5904",
    "email": "Sa**********@th**********",
    "lat": 43.0752987,
    "lng": -89.5333338,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "Madison",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Financial planners"
  },
  {
    "name": "Justin Fletchall - RBC Wealth Management Financial Advisor",
    "address": "10**********",
    "phone": "********7511",
    "email": "el**********@rb*****",
    "lat": 43.0738875,
    "lng": -89.3816804,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "Madison",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services,Financial consultants"
  },
  {
    "name": "Perk Planning",
    "address": "10**********",
    "phone": "********8730",
    "email": "he***@pe**********",
    "lat": 43.0739047,
    "lng": -89.3817602,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "Madison",
    "star_count": 5,
    "rating_count": 2,
    "category_name": "Financial planners"
  },
  {
    "name": "Wealthspire Advisors",
    "address": "10**********",
    "phone": "********2357",
    "email": "cr*********@we**********",
    "lat": 43.1432247,
    "lng": -89.2985977,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "Madison",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants,Investment services"
  },
  {
    "name": "Jason Matthew Hatch - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "72**********",
    "phone": "********7999",
    "email": "Ja*********@am******",
    "lat": 43.0761239,
    "lng": -89.5318687,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "Madison",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial consultants,Financial planners"
  },
  {
    "name": "Tranquil Lakes Investment Advisors - Ameriprise Financial Services, LLC",
    "address": "72**********",
    "phone": "********7999",
    "email": "tr**********@am******",
    "lat": 43.0761146,
    "lng": -89.5317929,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "Madison",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Financial planners,Investment services"
  }
]

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How many Financial planners are there in Madison?

There are a total of 313 Financial planners in Madison as of December 01, 2024.

Number of Financial planners in Madison with Phone Number

336

Number of Financial planners in Madison with Email

114

List of Financial planners in Madison with Social Media Accounts

142

Facebook Profiles

37

Instagram Handles

165

LinkedIn Profiles

120

X Handles

1

TikTok Profiles

64

YouTube Channels

Download sales qualified leads of Financial planners in the Madison

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

Data of Financial planners in Madison with/without Website

Download the list of Financial planners in Madison as of December 01, 2024 with and without website information.

309

Number of Financial planners in Madison with website

32

Number of Financial planners in Madison without website

List of Financial planners in Madison By Ratings

Download the data of the number of star-rated Financial planners in Madison as of December 01, 2024.

1

Number of 1 star-rated Financial planners in Madison

2

Number of 2 star-rated Financial planners in Madison

19

Number of 3 star-rated Financial planners in Madison

23

Number of 4 star-rated Financial planners in Madison

73

Number of 5 star-rated Financial planners in Madison

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The total number of Financial planners in Madison is 313.

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

You can download the complete dataset of sales qualified leads of Financial planners in Madison 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 Madison dataset costs $99.

There are 336 Financial planners in Madison with phone numbers.

There are 114 Financial planners in Madison with email addresses.

There are 134 Financial planners in Madison with both phone numbers and email lists.

There are 165 Financial planners in Madison with LinkedIn Profiles.

There are 142 Financial planners in Madison with Facebook Profiles.

There are 37 Financial planners in Madison with Instagram Handles.

There are 120 Financial planners in Madison with X Handles.

There are 1 Financial planners in Madison with TikTok Profiles.

There are 64 Financial planners in Madison with YouTube Channels.

The total count of Financial planners in Madison with a website is 309.

The total count of Financial planners in Madison without a website is 32.

There are 73 5-star rated Financial planners in Madison.

There are 23 4-star rated Financial planners in Madison.

There are 19 3-star rated Financial planners in Madison.

There are 2 2-star rated Financial planners in Madison.

There are 1 1-star rated Financial planners in Madison.

The average age of Financial planners in Madison is 5 years and 4 months.

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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.