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List of Financial planners in Mequon
There are 57 Financial planners in Mequon as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 23 Financial planners which is 40.35% of all Financial planners in Mequon are single-owner operations, while the remaining 34 which is 59.65% are part of larger brands. Average age of Financial planners in Mequon is 5 years and 7 months.Financial planners are also establishing a strong digital presence across various platforms: 35 have LinkedIn profiles, 30 have Facebook Pages, 7 are active on Instagram, 19 have X (formerly Twitter) handles, 1 are on TikTok, and 16 have YouTube channels. About 55 Financial planners have their own website and the remaining 2 don’t have their own website.
- 57
Number of Financial planners
- 20
Email addresses
- 57
Phone numbers
- 55
With Websites
- 35
LinkedIn Profiles
- 30
Facebook Profiles
- 7
Instagram Handles
- 19
X Handles
- 1
TikTok Profiles
- 16
YouTube Channels
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Download list of Financial planners in Mequon
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.
| name | address | city | State/Territory | country | phone | Review Count | Rating Scores | url | Facebook Profile | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WE Wealth Management Group | Address | Mequon | Wisconsin | United States | Phone | 0 | 0 | Link | ||||
| Gary Dunco - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Mequon | Wisconsin | United States | Phone | 2 | 5 | Link | ||||
| Katie Braun - Financial Advisor, Ameriprise Financial Services, LLC | Address | Mequon | Wisconsin | United States | Phone | 0 | 0 | Link | ||||
| The Filla Latzke Group - Ameriprise Financial Services, LLC | Address | Mequon | Wisconsin | United States | Phone | 0 | 0 | Link | ||||
| Richmond Investment Services, LLC | Address | Mequon | Wisconsin | United States | Phone | 3 | 4.7 | Link | ||||
| The Larsen Group | Address | Mequon | Wisconsin | United States | Phone | 0 | 0 | Link | ||||
| Scott A Latzke - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Mequon | Wisconsin | United States | Phone | 0 | 0 | Link | ||||
| Mark Filla - Financial Advisor, Ameriprise Financial Services, LLC | Address | Mequon | Wisconsin | United States | Phone | 0 | 0 | Link | ||||
| Gregory Kostka - RBC Wealth Management Financial Advisor | Address | Mequon | Wisconsin | United States | Phone | 0 | 0 | Link | ||||
| Scott Bern - RBC Wealth Management Financial Advisor | Address | Mequon | Wisconsin | United States | Phone | 1 | 5 | Link |
[
{
"name": "WE Wealth Management Group",
"address": "10**********",
"phone": "********6341",
"email": "hi****@uw*****",
"lat": 43.2093722,
"lng": -87.9234832,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Mequon",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "Gary Dunco - Private Wealth Advisor, Ameriprise Financial Services, LLC",
"address": "11**********",
"phone": "********4307",
"email": "gd****@am******",
"lat": 43.2187509,
"lng": -87.9271872,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Mequon",
"star_count": 5,
"rating_count": 2,
"category_name": "Investment services,Financial planners"
},
{
"name": "Katie Braun - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "11**********",
"phone": "********1505",
"email": "Ka*********@am******",
"lat": 43.2187509,
"lng": -87.9271872,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Mequon",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment services,Financial planners"
},
{
"name": "The Filla Latzke Group - Ameriprise Financial Services, LLC",
"address": "11**********",
"phone": "********4120",
"email": "Th**********@am******",
"lat": 43.2186693,
"lng": -87.9271311,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Mequon",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "Richmond Investment Services, LLC",
"address": "77**********",
"phone": "********4200",
"email": "pe**********@lp*****",
"lat": 43.2222397,
"lng": -88.0054622,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Mequon",
"star_count": 4.7,
"rating_count": 3,
"category_name": "Financial planners,Tax preparation services,Financial consultants,Tax consultants,Tax preparations,Accounting firms,National tax services"
},
{
"name": "The Larsen Group",
"address": "10**********",
"phone": "********2335",
"email": "jo*********@rb*****",
"lat": 43.2093722,
"lng": -87.9234832,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Mequon",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "Scott A Latzke - Private Wealth Advisor, Ameriprise Financial Services, LLC",
"address": "11**********",
"phone": "********4306",
"email": "Sc**********@am******",
"lat": 43.218781,
"lng": -87.9271571,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Mequon",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment services,Financial planners"
},
{
"name": "Mark Filla - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "11**********",
"phone": "********4302",
"email": "Ma********@am******",
"lat": 43.2187271,
"lng": -87.9272443,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Mequon",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "Gregory Kostka - RBC Wealth Management Financial Advisor",
"address": "10**********",
"phone": "********7117",
"email": "hi****@uw*****",
"lat": 43.2092966,
"lng": -87.9234832,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Mequon",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services,Financial consultants"
},
{
"name": "Scott Bern - RBC Wealth Management Financial Advisor",
"address": "10**********",
"phone": "********2331",
"email": "sc********@rb*****",
"lat": 43.2093941,
"lng": -87.9235084,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Mequon",
"star_count": 5,
"rating_count": 1,
"category_name": "Investment services,Financial consultants,Financial planners"
}
]Loading...
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How many Financial planners are there in Mequon?
There are a total of 57 Financial planners in Mequon as of October 15, 2025.
Number of Financial planners in Mequon with Phone Number
57
Number of Financial planners in Mequon with Email
20
List of Financial planners in Mequon with Social Media Accounts
30
Facebook Profiles
7
Instagram Handles
35
LinkedIn Profiles
19
X Handles
1
TikTok Profiles
16
YouTube Channels
Download sales qualified leads of Financial planners in the Mequon
Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.
Related Financial planners Leads By Location
Data of Financial planners in Mequon with/without Website
Download the list of Financial planners in Mequon as of October 15, 2025 with and without website information.
55
Number of Financial planners in Mequon with website
2
Number of Financial planners in Mequon without website
List of Financial planners in Mequon By Ratings
Download the data of the number of star-rated Financial planners in Mequon as of October 15, 2025.
2
Number of 1 star-rated Financial planners in Mequon
0
Number of 2 star-rated Financial planners in Mequon
0
Number of 3 star-rated Financial planners in Mequon
1
Number of 4 star-rated Financial planners in Mequon
17
Number of 5 star-rated Financial planners in Mequon
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The total number of Financial planners in Mequon is 57.
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You can download the complete dataset of sales qualified leads of Financial planners in Mequon once you purchase it.
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You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.
The price of Financial planners in Mequon dataset costs $99.
There are 57 Financial planners in Mequon with phone numbers.
There are 20 Financial planners in Mequon with email addresses.
There are 23 Financial planners in Mequon with both phone numbers and email lists.
There are 35 Financial planners in Mequon with LinkedIn Profiles.
There are 30 Financial planners in Mequon with Facebook Profiles.
There are 7 Financial planners in Mequon with Instagram Handles.
There are 19 Financial planners in Mequon with X Handles.
There are 1 Financial planners in Mequon with TikTok Profiles.
There are 16 Financial planners in Mequon with YouTube Channels.
The total count of Financial planners in Mequon with a website is 55.
The total count of Financial planners in Mequon without a website is 2.
There are 17 5-star rated Financial planners in Mequon.
There are 1 4-star rated Financial planners in Mequon.
There are 0 3-star rated Financial planners in Mequon.
There are 0 2-star rated Financial planners in Mequon.
There are 2 1-star rated Financial planners in Mequon.
The average age of Financial planners in Mequon is 5 years and 7 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.
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The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.