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List of Financial planners in Milwaukee

There are 216 Financial planners in Milwaukee as of December 1, 2024; which is an 1.75% increase from 2023. Of these locations, 100 Financial planners which is 46.30% of all Financial planners in Milwaukee are single-owner operations, while the remaining 116 which is 53.70% are part of larger brands. Average age of Financial planners in Milwaukee is 5 years and 8 months.

Financial planners are also establishing a strong digital presence across various platforms: 105 have LinkedIn profiles, 80 have Facebook Pages, 46 are active on Instagram, 78 have X (formerly Twitter) handles, and 72 have YouTube channels. About 189 Financial planners have their own website and the remaining 42 don’t have their own website.

  • 216

    Number of Financial planners

  • 47

    Email addresses

  • 227

    Phone numbers

  • 189

    With Websites

  • 105

    LinkedIn Profiles

  • 80

    Facebook Profiles

  • 46

    Instagram Handles

  • 78

    X Handles

  • 72

    YouTube Channels

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

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
Baird Equity Asset ManagementAddressMilwaukeeWisconsinUnited StatesEmailPhone00Link
Corporate Financial AdvisorsAddressMilwaukeeWisconsinUnited StatesEmailPhone00
Wealthspire AdvisorsAddressMilwaukeeWisconsinUnited StatesEmailPhone00Link
Cove Financial Planning, LLCAddressMilwaukeeWisconsinUnited StatesEmailPhone25Link
Arden Trust CompanyAddressMilwaukeeWisconsinUnited StatesEmailPhone00Link
Edstrom Leipold GroupAddressMilwaukeeWisconsinUnited StatesEmailPhone00Link
Kyle Leipold - RBC Wealth Management Financial AdvisorAddressMilwaukeeWisconsinUnited StatesEmailPhone00Link
Kaj Edstrom - RBC Wealth Management Financial AdvisorAddressMilwaukeeWisconsinUnited StatesEmailPhone00Link
Jonas Edstrom - RBC Wealth Management Financial AdvisorAddressMilwaukeeWisconsinUnited StatesEmailPhone00Link
Gregory Kostka - RBC Wealth Management Financial AdvisorAddressMilwaukeeWisconsinUnited StatesEmailPhone00Link
[
  {
    "name": "Baird Equity Asset Management",
    "address": "77**********",
    "phone": "********2473",
    "email": "pr********@ba**********",
    "lat": 43.0382719,
    "lng": -87.901871,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "Milwaukee",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment companies,Financial planners,Investment services,Financial institutions,Financial consultants"
  },
  {
    "name": "Corporate Financial Advisors",
    "address": "78**********",
    "phone": "********4891",
    "email": "in**@al**********",
    "lat": 43.0410083,
    "lng": -87.9051666,
    "url": "",
    "country": "United States",
    "state": "Wisconsin",
    "city": "Milwaukee",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Wealthspire Advisors",
    "address": "33**********",
    "phone": "********2357",
    "email": "cr*********@we**********",
    "lat": 43.0431442,
    "lng": -87.9075061,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "Milwaukee",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Cove Financial Planning, LLC",
    "address": "34**********",
    "phone": "********4060",
    "email": "be*@co**********",
    "lat": 43.0348148,
    "lng": -87.9082725,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "Milwaukee",
    "star_count": 5,
    "rating_count": 2,
    "category_name": "Financial planners"
  },
  {
    "name": "Arden Trust Company",
    "address": "33**********",
    "phone": "********1050",
    "email": "am******@ar**********",
    "lat": 43.0431442,
    "lng": -87.9075061,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "Milwaukee",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Edstrom Leipold Group",
    "address": "10**********",
    "phone": "********7210",
    "email": "Sa**********@rb*****",
    "lat": 43.044032,
    "lng": -87.9101551,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "Milwaukee",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Kyle Leipold - RBC Wealth Management Financial Advisor",
    "address": "10**********",
    "phone": "********7086",
    "email": "Sa**********@rb*****",
    "lat": 43.044032,
    "lng": -87.9101551,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "Milwaukee",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial consultants,Financial planners"
  },
  {
    "name": "Kaj Edstrom - RBC Wealth Management Financial Advisor",
    "address": "10**********",
    "phone": "********7004",
    "email": "Sa**********@rb*****",
    "lat": 43.044032,
    "lng": -87.9101551,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "Milwaukee",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants,Investment services"
  },
  {
    "name": "Jonas Edstrom - RBC Wealth Management Financial Advisor",
    "address": "10**********",
    "phone": "********7210",
    "email": "Sa**********@rb*****",
    "lat": 43.044032,
    "lng": -87.9101551,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "Milwaukee",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners,Financial consultants"
  },
  {
    "name": "Gregory Kostka - RBC Wealth Management Financial Advisor",
    "address": "10**********",
    "phone": "********7117",
    "email": "hi****@uw*****",
    "lat": 43.0438967,
    "lng": -87.9101464,
    "url": "ht**********",
    "country": "United States",
    "state": "Wisconsin",
    "city": "Milwaukee",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants,Investment services"
  }
]

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How many Financial planners are there in Milwaukee?

There are a total of 216 Financial planners in Milwaukee as of December 01, 2024.

Number of Financial planners in Milwaukee with Phone Number

227

Number of Financial planners in Milwaukee with Email

47

List of Financial planners in Milwaukee with Social Media Accounts

80

Facebook Profiles

46

Instagram Handles

105

LinkedIn Profiles

78

X Handles

72

YouTube Channels

Download sales qualified leads of Financial planners in the Milwaukee

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

Data of Financial planners in Milwaukee with/without Website

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

189

Number of Financial planners in Milwaukee with website

42

Number of Financial planners in Milwaukee without website

List of Financial planners in Milwaukee By Ratings

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

5

Number of 1 star-rated Financial planners in Milwaukee

0

Number of 2 star-rated Financial planners in Milwaukee

13

Number of 3 star-rated Financial planners in Milwaukee

14

Number of 4 star-rated Financial planners in Milwaukee

34

Number of 5 star-rated Financial planners in Milwaukee

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The total number of Financial planners in Milwaukee is 216.

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

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

There are 227 Financial planners in Milwaukee with phone numbers.

There are 47 Financial planners in Milwaukee with email addresses.

There are 54 Financial planners in Milwaukee with both phone numbers and email lists.

There are 105 Financial planners in Milwaukee with LinkedIn Profiles.

There are 80 Financial planners in Milwaukee with Facebook Profiles.

There are 46 Financial planners in Milwaukee with Instagram Handles.

There are 78 Financial planners in Milwaukee with X Handles.

There are 72 Financial planners in Milwaukee with YouTube Channels.

The total count of Financial planners in Milwaukee with a website is 189.

The total count of Financial planners in Milwaukee without a website is 42.

There are 34 5-star rated Financial planners in Milwaukee.

There are 14 4-star rated Financial planners in Milwaukee.

There are 13 3-star rated Financial planners in Milwaukee.

There are 0 2-star rated Financial planners in Milwaukee.

There are 5 1-star rated Financial planners in Milwaukee.

The average age of Financial planners in Milwaukee is 5 years and 8 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.