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
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.
name | address | city | State/Territory | country | phone | Review Count | Rating Scores | url | Facebook Profile | Instagram Handle | YouTube | |||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Baird Equity Asset Management | Address | Milwaukee | Wisconsin | United States | Phone | 0 | 0 | Link | ||||||
Corporate Financial Advisors | Address | Milwaukee | Wisconsin | United States | Phone | 0 | 0 | |||||||
Wealthspire Advisors | Address | Milwaukee | Wisconsin | United States | Phone | 0 | 0 | Link | ||||||
Cove Financial Planning, LLC | Address | Milwaukee | Wisconsin | United States | Phone | 2 | 5 | Link | ||||||
Arden Trust Company | Address | Milwaukee | Wisconsin | United States | Phone | 0 | 0 | Link | ||||||
Edstrom Leipold Group | Address | Milwaukee | Wisconsin | United States | Phone | 0 | 0 | Link | ||||||
Kyle Leipold - RBC Wealth Management Financial Advisor | Address | Milwaukee | Wisconsin | United States | Phone | 0 | 0 | Link | ||||||
Kaj Edstrom - RBC Wealth Management Financial Advisor | Address | Milwaukee | Wisconsin | United States | Phone | 0 | 0 | Link | ||||||
Jonas Edstrom - RBC Wealth Management Financial Advisor | Address | Milwaukee | Wisconsin | United States | Phone | 0 | 0 | Link | ||||||
Gregory Kostka - RBC Wealth Management Financial Advisor | Address | Milwaukee | Wisconsin | United States | Phone | 0 | 0 | Link |
[
{
"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
Number of Financial planners in Milwaukee with Email
List of Financial planners in Milwaukee with Social Media Accounts
Facebook Profiles
Instagram Handles
LinkedIn Profiles
X Handles
YouTube Channels
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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.
Number of Financial planners in Milwaukee with website
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.
Number of 1 star-rated Financial planners in Milwaukee
Number of 2 star-rated Financial planners in Milwaukee
Number of 3 star-rated Financial planners in Milwaukee
Number of 4 star-rated Financial planners in Milwaukee
Number of 5 star-rated Financial planners in Milwaukee
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