List of Financial planners in Wisconsin
There are 3225 Financial planners in Wisconsin as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 1002 Financial planners which is 31.07% of all Financial planners in Wisconsin are single-owner operations, while the remaining 2223 which is 68.93% are part of larger brands. The top three cities with the most Financial planners are Madison with 341 Financial planners, Green Bay with 240 Financial planners, Milwaukee with 231 Financial planners. Average age of Financial planners in Wisconsin is6 years and 2 months.
Financial planners are also establishing a strong digital presence across various platforms:1541 have LinkedIn profiles, 1546 have Facebook Pages, 541 are active on Instagram, 1174 have X (formerly Twitter) handles, 8 are on TikTok, and 704 have YouTube channels. About 2870 Financial planners have their own website and the remaining 355 don’t have their own website.
- 3225
Number of Financial planners
- 807
Email addresses
- 3181
Phone numbers
- 2870
With Websites
- 1541
LinkedIn Profiles
- 1546
Facebook Profiles
- 541
Instagram Handles
- 1174
X Handles
- 8
TikTok Profiles
- 704
YouTube Channels
Smartscrapers has the most up to date and comprehensive Financial planners list in Wisconsin. Our lists are constantly being verified and our database is constantly being updated.
Download list of Financial planners in Wisconsin
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 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Schenck Investment Solutions | address | Appleton | Wisconsin | United States | phone | 0 | 0 | Link | ||||||
| Jack Krumbach - Financial Advisor, Ameriprise Financial Services, LLC | address | Madison | Wisconsin | United States | phone | 10 | 5 | Link | ||||||
| Elizabeth A Wallace - Associate Financial Advisor, Ameriprise Financial Services, LLC | address | Wisconsin | United States | phone | 0 | 0 | Link | |||||||
| The Phelps Group - Ameriprise Financial Services, LLC | address | Madison | Wisconsin | United States | phone | 0 | 0 | Link | ||||||
| Tornow, Greene, Forliti & Associates - Ameriprise Financial Services, LLC | address | La Crosse | Wisconsin | United States | phone | 1 | 5 | Link | ||||||
| Associated Wealth Management | address | La Crosse | Wisconsin | United States | phone | 0 | 0 | Link | ||||||
| Lowery Financial Partners - Ameriprise Financial Services, LLC | address | Wisconsin | United States | phone | 0 | 0 | Link | |||||||
| Osborne Financial Management of Raymond James | address | Waukesha | Wisconsin | United States | phone | 0 | 0 | Link | ||||||
| Landmark Financial Partners - Ameriprise Financial Services, LLC | address | La Crosse | Wisconsin | United States | phone | 1 | 5 | Link | ||||||
| Douglas J. Weisenberger, CFP and Joshua C. Evenson, CFP | address | Fitchburg | Wisconsin | United States | phone | 0 | 0 | Link |
[
{
"name": "Schenck Investment Solutions",
"address": "20**********",
"phone": "********2246",
"email": "we*******@cl**********",
"lat": 44.2632091,
"lng": -88.4038151,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Appleton",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services,Consultants"
},
{
"name": "Jack Krumbach - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "26**********",
"phone": "********0500",
"email": "Ja**********@am******",
"lat": 43.0345253,
"lng": -89.4221167,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Madison",
"star_count": 5,
"rating_count": 10,
"category_name": "Financial planners,Investment services"
},
{
"name": "Elizabeth A Wallace - Associate Financial Advisor, Ameriprise Financial Services, LLC",
"address": "35**********",
"phone": "********2936",
"email": "El**********@am******",
"lat": 44.2572879,
"lng": -88.4686765,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": null,
"star_count": 0,
"rating_count": 0,
"category_name": "Financial consultants,Investment services,Financial planners"
},
{
"name": "The Phelps Group - Ameriprise Financial Services, LLC",
"address": "82**********",
"phone": "********4301",
"email": "ro**********@am******",
"lat": 43.0894677,
"lng": -89.5225711,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Madison",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment services,Financial planners"
},
{
"name": "Tornow, Greene, Forliti & Associates - Ameriprise Financial Services, LLC",
"address": "40**********",
"phone": "********0929",
"email": "La********@am******",
"lat": 43.8166397,
"lng": -91.2520585,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "La Crosse",
"star_count": 5,
"rating_count": 1,
"category_name": "Financial planners,Investment services"
},
{
"name": "Associated Wealth Management",
"address": "60**********",
"phone": "********4211",
"email": "Jo********@As**********",
"lat": 43.8131386,
"lng": -91.2477631,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "La Crosse",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Lowery Financial Partners - Ameriprise Financial Services, LLC",
"address": "35**********",
"phone": "********2936",
"email": "lo**********@am******",
"lat": 44.2572918,
"lng": -88.468753,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": null,
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "Osborne Financial Management of Raymond James",
"address": "20**********",
"phone": "********3366",
"email": "su*****@In**********",
"lat": 43.0334734,
"lng": -88.1713944,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Waukesha",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Financial consultants"
},
{
"name": "Landmark Financial Partners - Ameriprise Financial Services, LLC",
"address": "40**********",
"phone": "********0929",
"email": "La********@am******",
"lat": 43.8166397,
"lng": -91.2520585,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "La Crosse",
"star_count": 5,
"rating_count": 1,
"category_name": "Financial planners,Investment services"
},
{
"name": "Douglas J. Weisenberger, CFP and Joshua C. Evenson, CFP",
"address": "29**********",
"phone": "********9100",
"email": "je********@no**********",
"lat": 43.0146475,
"lng": -89.4289039,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Fitchburg",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Insurance agencies"
}
]
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Number of Financial planners locations by each city/area
| City/Area | Population | Number of Financial planners |
|---|---|---|
| Madison | 248.95K | 341 |
| Green Bay | 105.21K | 240 |
| Milwaukee | 600.15K | 231 |
| Brookfield | 38.02K | 188 |
| Appleton | 74.14K | 87 |
| Eau Claire | 67.78K | 73 |
| Waukesha | 71.97K | 62 |
| Mequon | 23.13K | 57 |
| Oshkosh | 66.56K | 53 |
| La Crosse | 52.31K | 52 |
| Stevens Point | 26.60K | 46 |
| Fond du Lac County | - | 43 |
| Sheboygan | 48.80K | 43 |
| Janesville | 64.12K | 36 |
| Wisconsin Rapids | 17.90K | 35 |
| Wauwatosa | 47.61K | 33 |
| Middleton | 18.98K | 31 |
| Onalaska | 18.47K | 29 |
| Manitowoc | 33.01K | 28 |
| Hudson | 13.57K | 27 |
| Germantown | 19.99K | 26 |
| Neenah | 25.79K | 24 |
| New Berlin | 39.83K | 23 |
| Oconomowoc | 16.36K | 23 |
| Delafield | 7.18K | 22 |
| Marshfield | 18.62K | 22 |
| Rice Lake | 8.39K | 21 |
| Sturgeon Bay | 8.96K | 20 |
| Fitchburg | 28.00K | 18 |
| Menomonie | 16.30K | 18 |
| Mount Pleasant | 26.27K | 18 |
| Somers | 9.45K | 18 |
| Watertown | 23.82K | 18 |
| Kenosha | 99.86K | 16 |
| Antigo | 7.87K | 15 |
| Cedarburg | 11.48K | 15 |
| Verona | 12.54K | 15 |
| Muskego | 24.75K | 14 |
| Baraboo | 12.15K | 13 |
| Chippewa Falls | 14.05K | 13 |
| Lake Geneva | 7.78K | 13 |
| Racine | 77.74K | 13 |
| Weston | 15.07K | 13 |
| Beaver Dam | 16.56K | 12 |
| Fort Atkinson | 12.43K | 12 |
| Sun Prairie | 32.37K | 12 |
| Greenfield | 37.35K | 11 |
| Hartland | 9.22K | 11 |
| Ripon | 7.70K | 11 |
| Shawano | 9.13K | 11 |
| Harrison | 7.30K | 10 |
| Marinette | 10.80K | 10 |
| New London | 7.17K | 10 |
| Rhinelander | 7.53K | 10 |
| Rib Mountain | 5.65K | 10 |
| River Falls | 15.27K | 10 |
| Berlin | 5.42K | 9 |
| Hayward | 2.30K | 9 |
| Menomonee Falls | 36.12K | 9 |
| Merrill | 9.23K | 9 |
| Mukwonago | 7.72K | 9 |
| Plover | 12.32K | 9 |
| Reedsburg | 9.55K | 9 |
| Waunakee | 13.31K | 9 |
| Oak Creek | 35.24K | 8 |
| Pewaukee | 8.21K | 8 |
| Stoughton | 13.07K | 8 |
| West Allis | 60.62K | 8 |
| Whitefish Bay | 14.11K | 8 |
| Beloit | 36.89K | 7 |
| Medford | 4.34K | 7 |
| Plymouth | 8.51K | 7 |
| Rochester | 3.77K | 7 |
| Rothschild | 5.33K | 7 |
| Seymour | 3.44K | 7 |
| Spooner | 2.59K | 7 |
| Superior | 26.58K | 7 |
| Tomah | 9.36K | 7 |
| Ashland | 8.04K | 6 |
| Darlington | 2.40K | 6 |
| Dodgeville | 4.65K | 6 |
| Eagle River | 1.36K | 6 |
| Franklin | 36.22K | 6 |
| Mount Horeb | 7.42K | 6 |
| Neillsville | 2.41K | 6 |
| Port Washington | 11.58K | 6 |
| Portage | 10.38K | 6 |
| Viroqua | 4.36K | 6 |
| Black River Falls | 3.56K | 5 |
| Brodhead | 3.29K | 5 |
| Elkhorn | 9.89K | 5 |
| Glendale | 12.87K | 5 |
| Lake Hallie | 6.54K | 5 |
| Montello | 1.46K | 5 |
| New Richmond | 8.82K | 5 |
| Platteville | 12.57K | 5 |
| Richland County | - | 5 |
| Sparta | 9.68K | 5 |
| Sussex | 10.75K | 5 |
| Waupaca | 6.01K | 5 |
| Abbotsford | 2.26K | 4 |
| Barron | 3.32K | 4 |
| Elm Grove | 6.17K | 4 |
| Evansville | 5.23K | 4 |
| Grafton | 11.53K | 4 |
| Hammond | 1.90K | 4 |
| Hartford | 14.36K | 4 |
| Holmen | 9.65K | 4 |
| Kaukauna | 15.85K | 4 |
| Kimberly | 6.74K | 4 |
| Oconto | 4.48K | 4 |
| Pleasant Prairie | 20.73K | 4 |
| Richland Center | 5.01K | 4 |
| Sheboygan Falls | 7.84K | 4 |
| Waterford | 5.36K | 4 |
| Wautoma | 2.14K | 4 |
| Windsor | 3.57K | 4 |
| Adams County | - | 3 |
| Altoona | 7.32K | 3 |
| Amery | 2.83K | 3 |
| Brown Deer | 12.10K | 3 |
| Caledonia | 24.68K | 3 |
| Chilton | 3.90K | 3 |
| Cleveland | 1.47K | 3 |
| Columbus | 5.00K | 3 |
| De Forest | 8.94K | 3 |
| Lancaster | 3.78K | 3 |
| Lomira | 2.38K | 3 |
| Mayville | 4.99K | 3 |
| McFarland | 8.21K | 3 |
| Monona | 8.16K | 3 |
| New Holstein | 3.22K | 3 |
| Oregon | 10.04K | 3 |
| Park Falls | 2.33K | 3 |
| Prairie du Sac | 4.25K | 3 |
| Richfield | 11.53K | 3 |
| Saukville | 4.46K | 3 |
| Schofield | 2.20K | 3 |
| Slinger | 5.21K | 3 |
| South Milwaukee | 21.23K | 3 |
| Stanley | 3.57K | 3 |
| Tomahawk | 3.22K | 3 |
| West Salem | 5.01K | 3 |
| Algoma | 3.09K | 2 |
| Balsam Lake | 991.00 | 2 |
| Belleville | 2.42K | 2 |
| Bloomer | 3.52K | 2 |
| Cambridge | 1.49K | 2 |
| Chetek | 2.19K | 2 |
| Clintonville | 4.46K | 2 |
| Cudahy | 18.35K | 2 |
| Green Lake County | - | 2 |
| Greendale | 14.33K | 2 |
| Hales Corners | 7.76K | 2 |
| Howards Grove | 3.27K | 2 |
| Jefferson | 7.94K | 2 |
| Kewaunee | 2.88K | 2 |
| Kiel | 3.72K | 2 |
| Ladysmith | 3.19K | 2 |
| Little Chute | 11.03K | 2 |
| Luck | 1.07K | 2 |
| Luxemburg | 2.56K | 2 |
| Menasha | 17.57K | 2 |
| Oconto Falls | 2.83K | 2 |
| Oostburg | 2.96K | 2 |
| Phillips | 1.39K | 2 |
| Roberts | 1.64K | 2 |
| Sauk City | 3.49K | 2 |
| Twin Lakes | 6.09K | 2 |
| Whitehall | 1.57K | 2 |
| Baldwin | 3.97K | 1 |
| Belgium | 2.26K | 1 |
| Black Earth | 1.40K | 1 |
| Brillion | 3.14K | 1 |
| Burlington | 10.65K | 1 |
| Campbellsport | 1.98K | 1 |
| Cottage Grove | 6.85K | 1 |
| Crandon | 1.86K | 1 |
| Decatur | 1.80K | 1 |
| Ellsworth | 3.20K | 1 |
| Friendship | 670.00 | 1 |
| Grantsburg | 1.29K | 1 |
| Horicon | 3.69K | 1 |
| Hurley | 1.49K | 1 |
| Ixonia | 1.62K | 1 |
| Johnson Creek | 2.91K | 1 |
| Juneau | 2.69K | 1 |
| Kenosha County | - | 1 |
| Kohler | 2.11K | 1 |
| Lake Delton | 2.97K | 1 |
| Lake Mills | 5.80K | 1 |
| Maine | 2.36K | 1 |
| Manitowoc County | - | 1 |
| Marathon County | - | 1 |
| Mauston | 4.37K | 1 |
| Mineral Point | 2.49K | 1 |
| Mishicot | 1.41K | 1 |
| Monticello | 1.23K | 1 |
| New Lisbon | 2.49K | 1 |
| Omro | 3.55K | 1 |
| Osseo | 1.70K | 1 |
| Paddock Lake | 3.01K | 1 |
| Pardeeville | 2.09K | 1 |
| Peshtigo | 3.43K | 1 |
| Prairie du Chien | 5.76K | 1 |
| Prescott | 4.21K | 1 |
| Princeton | 1.19K | 1 |
| Random Lake | 1.59K | 1 |
| River Hills | 1.61K | 1 |
| Roxbury | 1.90K | 1 |
| Saint Croix Falls | 2.13K | 1 |
| Saint Francis | 9.37K | 1 |
| Sherwood | 2.87K | 1 |
| Shorewood | 13.31K | 1 |
| Spencer | 1.92K | 1 |
| Spring Valley | 1.34K | 1 |
| Stratford | 1.58K | 1 |
| Suamico | 12.19K | 1 |
| Tichigan | 5.13K | 1 |
| Two Rivers | 11.33K | 1 |
| Union Grove | 4.89K | 1 |
| Wales | 2.57K | 1 |
| Washburn | 2.06K | 1 |
| Waupun | 11.34K | 1 |
| West Bend | 31.70K | 1 |
| Westby | 2.26K | 1 |
| Whitewater | 14.69K | 1 |
| Whiting | 1.73K | 1 |
| Williams Bay | 2.60K | 1 |
| Winneconne | 2.44K | 1 |
| Wisconsin Dells | 2.71K | 1 |
| Woodville | 1.34K | 1 |
How many Financial planners are there in Wisconsin?
There are a total of 3225 Financial planners in Wisconsin as of October 15, 2025.
List of Financial planners in Wisconsin with Social Media Accounts
Facebook Profiles
Instagram Handles
LinkedIn Profiles
X Handles
TikTok Profiles
YouTube Channels
Download sales qualified leads of Financial planners in the Wisconsin
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 Wisconsin with/without Website
Download the list of Financial planners in Wisconsin as of October 15, 2025 with and without website information.
Number of Financial planners in Wisconsin with website
Number of Financial planners in Wisconsin without website
List Of Financial planners In Wisconsin By Ratings
Download the data of the number of star-rated Financial planners in Wisconsin as of October 15, 2025
Number of 1 star-rated Financial planners in Wisconsin
Number of 2 star-rated Financial planners in Wisconsin
Number of 3 star-rated Financial planners in Wisconsin
Number of 4 star-rated Financial planners in Wisconsin
Number of 5 star-rated Financial planners in Wisconsin
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