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List of Financial planners in Mequon

There are 54 Financial planners in Mequon as of November 14, 2024; which is an 0.00% increase from 2023. Of these locations, 20 Financial planners which is 37.04% of all Financial planners in Mequon are single-owner operations, while the remaining 34 which is 62.96% are part of larger brands. Average age of Financial planners in Mequon is 4 years and 7 months.

Financial planners are also establishing a strong digital presence across various platforms: 33 have LinkedIn profiles, 28 have Facebook Pages, 6 are active on Instagram, 18 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.

  • 54

    Number of Financial planners

  • 19

    Email addresses

  • 57

    Phone numbers

  • 55

    With Websites

  • 33

    LinkedIn Profiles

  • 28

    Facebook Profiles

  • 6

    Instagram Handles

  • 18

    X Handles

  • 1

    TikTok Profiles

  • 16

    YouTube Channels

Data updated on November 14, 2024
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Download list of Financial planners in Mequon

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 ProfileLinkedInTwitter
Gregory Kostka - RBC Wealth Management Financial AdvisorAddressMequonWisconsinUnited StatesEmailPhone00Link
Gary Dunco - Private Wealth Advisor, Ameriprise Financial Services, LLCAddressMequonWisconsinUnited StatesEmailPhone25Link
Katie Braun - Financial Advisor, Ameriprise Financial Services, LLCAddressMequonWisconsinUnited StatesEmailPhone00Link
Richmond Investment Services, LLCAddressMequonWisconsinUnited StatesEmailPhone34.7Link
The Larsen GroupAddressMequonWisconsinUnited StatesEmailPhone00Link
The Filla Latzke Group - Ameriprise Financial Services, LLCAddressMequonWisconsinUnited StatesEmailPhone00Link
Scott A Latzke - Private Wealth Advisor, Ameriprise Financial Services, LLCAddressMequonWisconsinUnited StatesEmailPhone00Link
Mark Filla - Financial Advisor, Ameriprise Financial Services, LLCAddressMequonWisconsinUnited StatesEmailPhone00Link
Scott Bern - RBC Wealth Management Financial AdvisorAddressMequonWisconsinUnited StatesEmailPhone15Link
Tyler Briggs - RBC Wealth Management Financial AdvisorAddressMequonWisconsinUnited StatesEmailPhone15Link
[
  {
    "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,Financial consultants,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": "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 consultants,Accounting firms,Financial planners,Tax preparations,Tax consultants,Tax preparation services,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": "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": "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": "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 planners,Financial consultants"
  },
  {
    "name": "Tyler Briggs - RBC Wealth Management Financial Advisor",
    "address": "10**********",
    "phone": "********2326",
    "email": "hi****@uw*****",
    "lat": 43.2093957,
    "lng": -87.9235116,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "Mequon",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners,Financial consultants,Investment services"
  }
]

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How many Financial planners are there in Mequon?

There are a total of 54 Financial planners in Mequon as of November 14, 2024.

Number of Financial planners in Mequon with Phone Number

57

Number of Financial planners in Mequon with Email

19

List of Financial planners in Mequon with Social Media Accounts

28

Facebook Profiles

6

Instagram Handles

33

LinkedIn Profiles

18

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.

Data of Financial planners in Mequon with/without Website

Download the list of Financial planners in Mequon as of November 14, 2024 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 November 14, 2024.

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 54.

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

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

There are 57 Financial planners in Mequon with phone numbers.

There are 19 Financial planners in Mequon with email addresses.

There are 22 Financial planners in Mequon with both phone numbers and email lists.

There are 33 Financial planners in Mequon with LinkedIn Profiles.

There are 28 Financial planners in Mequon with Facebook Profiles.

There are 6 Financial planners in Mequon with Instagram Handles.

There are 18 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 4 years and 7 months.

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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.