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List of Financial planners in Milwaukee
There are 231 Financial planners in Milwaukee as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 115 Financial planners which is 49.78% of all Financial planners in Milwaukee are single-owner operations, while the remaining 116 which is 50.22% are part of larger brands. Average age of Financial planners in Milwaukee is 6 years and 8 months.Financial planners are also establishing a strong digital presence across various platforms: 116 have LinkedIn profiles, 88 have Facebook Pages, 51 are active on Instagram, 85 have X (formerly Twitter) handles, 1 are on TikTok, and 75 have YouTube channels. About 189 Financial planners have their own website and the remaining 42 don’t have their own website.
- 231
Number of Financial planners
- 53
Email addresses
- 227
Phone numbers
- 189
With Websites
- 116
LinkedIn Profiles
- 88
Facebook Profiles
- 51
Instagram Handles
- 85
X Handles
- 1
TikTok Profiles
- 75
YouTube Channels
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Download list of Financial planners in Milwaukee
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 | Instagram Handle | YouTube | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Baird Equity Asset Management | Address | Milwaukee | Wisconsin | United States | Phone | 0 | 0 | Link | ||||||
| Cove Financial Planning, LLC | Address | Milwaukee | Wisconsin | United States | Phone | 2 | 5 | Link | ||||||
| Wealthspire Advisors | Address | Milwaukee | Wisconsin | United States | Phone | 0 | 0 | Link | ||||||
| Corporate Financial Advisors | Address | Milwaukee | Wisconsin | United States | Phone | 0 | 0 | |||||||
| Jonas Edstrom - 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 | ||||||
| David Baum - Financial Advisor, Ameriprise Financial Services, LLC | Address | Milwaukee | Wisconsin | United States | Phone | 0 | 0 | Link | ||||||
| Edstrom Leipold Group | Address | Milwaukee | Wisconsin | United States | Phone | 0 | 0 | Link | ||||||
| Jungen & Co. Financial Advisers | 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": "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": "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": "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": "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": "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": "David Baum - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "14**********",
"phone": "********6222",
"email": "Da********@am******",
"lat": 43.0487652,
"lng": -87.9100736,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Milwaukee",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial consultants,Investment services,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": "Jungen & Co. Financial Advisers",
"address": "13**********",
"phone": "********7309",
"email": "mj*****@ea**********",
"lat": 43.0294354,
"lng": -88.0234051,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Milwaukee",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment services,Financial consultants,Financial planners"
},
{
"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"
}
]Loading...
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How many Financial planners are there in Milwaukee?
There are a total of 231 Financial planners in Milwaukee as of October 15, 2025.
Number of Financial planners in Milwaukee with Phone Number
227
Number of Financial planners in Milwaukee with Email
53
List of Financial planners in Milwaukee with Social Media Accounts
88
Facebook Profiles
51
Instagram Handles
116
LinkedIn Profiles
85
X Handles
1
TikTok Profiles
75
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.
Related Financial planners Leads By Location
Data of Financial planners in Milwaukee with/without Website
Download the list of Financial planners in Milwaukee as of October 15, 2025 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 October 15, 2025.
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 231.
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 53 Financial planners in Milwaukee with email addresses.
There are 63 Financial planners in Milwaukee with both phone numbers and email lists.
There are 116 Financial planners in Milwaukee with LinkedIn Profiles.
There are 88 Financial planners in Milwaukee with Facebook Profiles.
There are 51 Financial planners in Milwaukee with Instagram Handles.
There are 85 Financial planners in Milwaukee with X Handles.
There are 1 Financial planners in Milwaukee with TikTok Profiles.
There are 75 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 6 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.