Top 40 Financial Services Companies in Appleton

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Below is the list of Top 40 Financial Services Companies in Appleton ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Appleton

1. Isectors

Industry: Financial Services

Location: Appleton, Wisconsin

Website: isectors.com

Company Size: 11-50

Company Address: W6240 Communication Court, Appleton, Wisconsin, United States

Isectors Contact Details

Name Title LinkedIn Phone Email
Vern Sumnicht Chief Executive Officer
Jordan Cornelius Marketing Analyst
Requires/Intent
ESG & Sustainable Finance Consulting
Loan Origination & Servicing Platforms
AI-powered Financial Insights
Portfolio Management
Financial Auditing & Reporting
and more

2. Esop Partners

Industry: Financial Services

Location: Appleton, Wisconsin

Website: esoppartners.com

Company Founded: 2006

Company Size: 11-50

Company Address: 3601 East Evergreen Drive, Appleton, Wisconsin, United States

Esop Partners Contact Details

Name Title LinkedIn Phone Email
Kris Kaul Business Development Consultant
Aaron Juckett President And Founder
Jason Wellman Director Of Ownership Culture
Melanie Matulonis Marketing Team Leader
Jessica Quaday Director Of Client Services
Sarah Trovato Managing Director
Ryan Kuchta Esop Consultant
Requires/Intent and 3 more Employees
Mortgage & Loan Processing
Financial Auditing & Reporting
Fraud Detection & Prevention
and more

3. Prospera Credit Union (wisconsin)

Industry: Financial Services

Location: Appleton, Wisconsin

Website: myprospera.com

Company Founded: 1934

Company Size: 51-200

Company Address: 4830 North Ballard Road, Appleton, Wisconsin, United States

Prospera Credit Union (wisconsin) Contact Details

Name Title LinkedIn Phone Email
Kari Stockinger Business Development Manager
Amanda Van Dera Human Resources
Kari Christoph Chief Human Resources Officer
Cheryl Ellis Mortgage Lender
Ccue Jeff Nichols Financial Services Representative
Jerry Ramus Vice President Of Commercial Lending
Heather Funk Branch Manager
Requires/Intent and 6 more Employees
Loan Origination & Servicing Platforms
Wealth Management
Accounting Services
Mortgage & Loan Processing
and more

4. Rjm Consulting, Inc.

Industry: Financial Services

Location: Appleton, Wisconsin

Website: rjmconsultinginc.com

Company Founded: 2011

Company Size: 1-10

Rjm Consulting, Inc. Contact Details

Name Title LinkedIn Phone Email
Ryan Mcnamara President
Requires/Intent
Quality Control & Assurance
Mobile App Development For Financial Services
Loan Origination & Servicing Platforms
Debt Collection & Recovery
Employee Training & Workforce Development
and more

5. Endowment Wealth Management, Inc.

Industry: Financial Services

Location: Appleton, Wisconsin

Website: endowmentwm.com

Company Founded: 1996

Company Size: 1-10

Company Address: 2200 North Richmond Street, Appleton, Wisconsin, United States

Endowment Wealth Management, Inc. Contact Details

Name Title LinkedIn Phone Email
John Weninger Wealth Advisor
Samuel Moore Wealth Advisor
Jamie Brown Senior Investment Officer
Heidi Buhler Wealth Administrator
Requires/Intent
Cybersecurity & Data Protection
Sales & Lead Generation Strategy
and more

6. Investment Centers Of America

Industry: Financial Services

Location: Appleton, Wisconsin

Website: joinica.com

Company Founded: 1985

Company Size: 201-500

Company Address: 5555 West Grande Market Drive, Appleton, Wisconsin, United States

Investment Centers Of America Contact Details

Name Title LinkedIn Phone Email
Bob Beseman Lpl Financial Advisor
Larry Langemo Senior Vice President
Michaela Frost Financial Advisor Assistant
Natalie Wetzel Branch Office Manager
Natalie Wetzel Events And Education
Cindi Bechtold Vice President Operations
Ryan Key Financial Advisor
Requires/Intent and 18 more Employees
Banking & Payment Processing
Loan Origination & Servicing Platforms
HR & Talent Acquisition
and more

7. Fiduciary Partners Trust Company

Industry: Financial Services

Location: Appleton, Wisconsin

Website: fiduciarypartners.com

Company Founded: 2001

Company Size: 11-50

Company Address: 3913 West Prospect Avenue, Appleton, Wisconsin, United States

Fiduciary Partners Trust Company Contact Details

Name Title LinkedIn Phone Email
J Robert Ellis Vice President
Shawn Bolender Vice President
Ann Stark Trust And Estate Settlement Officer
Dick Gamble Vice President
Michael Sessa Vice President And Market Manager
Brennan Haworth Vice President
Barb Hudson Trust Specialist
Requires/Intent and 3 more Employees
Employee Training & Workforce Development
Customer Relationship Management (CRM)
and more

8. Quickstart

Industry: Financial Services

Location: Appleton, Wisconsin

Website: quickstrt.com

Company Founded: 1998

Company Size: 1-10

Company Address: 3305a North Ballard Road, Appleton, Wisconsin, United States

Quickstart Contact Details

Name Title LinkedIn Phone Email
Kent Nelson Owner And Member
Requires/Intent
Omnichannel Customer Support
Mobile App Development For Financial Services
and more

9. Map Retirement

Industry: Financial Services

Location: Appleton, Wisconsin

Website: map401k.com

Company Founded: 1997

Company Size: 11-50

Company Address: W6180 Aerotech Drive, Appleton, Wisconsin, United States

Map Retirement Contact Details

Name Title LinkedIn Phone Email
Matthew Reimer Owner
Chad Carroll Owner
Tim Ferguson Regional Vice President
Requires/Intent
Financial Auditing & Reporting
ESG & Sustainable Finance Consulting
Legal Compliance & Advisory
Fraud Detection & Prevention
and more

10. Mcglone Mortgage Group

Industry: Financial Services

Location: Appleton, Wisconsin

Website: mcglonemtg.com

Company Size: 11-50

Company Address: 3701 East Evergreen Drive, Appleton, Wisconsin, United States

Mcglone Mortgage Group Contact Details

Name Title LinkedIn Phone Email
Mike Lee Mortgage Loan Officer
Jeff Groff Senior Loan Originator
Jennifer Jones Mortgage Loan Processor
Mark Montague Mortgage Loan Officer
Allison Reimer Loan Processor
Brian Mcglone Loan Officer
Requires/Intent
Quality Control & Assurance
Financial Forecasting & Modeling
Sales & Lead Generation Strategy
and more

11. National Planning Holdings (nph)

Industry: Financial Services

Location: Appleton, Wisconsin

Company Size: 501-1000

Company Address: 5555 West Grande Market Drive, Appleton, Wisconsin, United States

National Planning Holdings (nph) Contact Details

Name Title LinkedIn Phone Email
Brian Sward Director Of Due Diligence
Stefani Johnson Nph Commissions Support Services Manager
Jim Livingston Manager
Katie Hoelzel Report Analyst
Katie Brendemihl Report Administrator
Rachael Weiland Data Integrity Representative
Andrew Zapotosky Director Of Digital Marketing
Requires/Intent and 3 more Employees
Mobile App Development For Financial Services
Cloud Computing Solutions
Loan Origination & Servicing Platforms
ESG & Sustainable Finance Consulting
Branding & Public Relations
and more

12. Sii Investments

Industry: Financial Services

Location: Appleton, Wisconsin

Website: siionline.com

Company Founded: 1968

Company Size: 51-200

Company Address: 5555 West Grande Market Drive, Appleton, Wisconsin, United States

Sii Investments Contact Details

Name Title LinkedIn Phone Email
Alice Hittle Vice President Relationship Management
Jeremy Burton Compliance Principal
Jeff Hayes Financial Advisor
Sii Compliance Compliance
Nicols Troy Financial Representative
Todd Gerbig Registered Representative
Bernard Madeleine Consultant At Sii Investments
Requires/Intent and 27 more Employees
Blockchain & Cryptocurrency Solutions
Customer Relationship Management (CRM)
Financial Forecasting & Modeling
and more

13. Invest Financial

Industry: Financial Services

Location: Appleton, Wisconsin

Website: investfinancial.com

Company Founded: 1982

Company Size: 1001-5000

Company Address: 5555 West Grande Market Drive, Appleton, Wisconsin, United States

Invest Financial Contact Details

Name Title LinkedIn Phone Email
Diane Metivier Financial Advisor
Mary Adkisson Registered Sale Assistant
David Cramer Registered Sales Assistant
Ryeleigh Murray Sales Assistant
Christopher Miller Account Executive At Invest Financial
Sue Hinz Sales Assistant For Larry Walston, Peter Herzog And Teresa Mcalpine At Invest Financial Corp
Conni Mitchell Registered Representative
Requires/Intent and 33 more Employees
IoT-enabled Smart Banking Solutions
Digital Payment & Subscription Solutions
and more

14. Wisconsin Auto Title Loans

Industry: Financial Services

Location: Appleton, Wisconsin

Website: wisconsinautotitleloansinc.com

Company Size: 11-50

Company Address: 2199 South Memorial Drive, Appleton, Wisconsin, United States

Wisconsin Auto Title Loans Contact Details

Name Title LinkedIn Phone Email
Gideon Abbott Loan Originator
Linda Rake Branch Manager
Matthew Szudy Office Operations Associate
Briley Albertson Sales Representative
Michelle Wendorf Branch Operations Manager
Stephanie Kiefat Sales
Tanisha Hunter Sales Representative
Requires/Intent and 4 more Employees
Portfolio Management
Fraud Detection & Prevention
and more

15. Provisions Wealth Planners

Industry: Financial Services

Location: Appleton, Wisconsin

Website: provisionswealthplanners.com

Company Founded: 2016

Company Size: 11-50

Company Address: 100 West Lawrence Street, Appleton, Wisconsin, United States

Provisions Wealth Planners Contact Details

Name Title LinkedIn Phone Email
Bart Landsverk Financial Advisor
Jeanann Kramer Financial Advisor
Sue Jansen Relationship Manager
Nancy Parker Office Manager
Requires/Intent
IoT-enabled Smart Banking Solutions
Hedge Fund & Private Equity Consulting
Online Advertising & SEO
and more

16. Onewisconsin Financial Group

Industry: Financial Services

Location: Appleton, Wisconsin

Website: onewisconsin.com

Company Founded: 2018

Company Size: 11-50

Company Address: 3701 East Evergreen Drive, Appleton, Wisconsin, United States

Onewisconsin Financial Group Contact Details

Name Title LinkedIn Phone Email
Beth Karpinski Financial Advisor
Tom Baehman Financial Professional
Matthew Becker Financial Advisor
Requires/Intent
Branding & Public Relations
Omnichannel Customer Support
Accounting Services
Financial Forecasting & Modeling
and more

17. Knuth Financial Life Planning

Industry: Financial Services

Location: Appleton, Wisconsin

Website: knuthflp.com

Company Founded: 2007

Company Size: 1-10

Company Address: 901 South Lawe Street, Appleton, Wisconsin, United States

Knuth Financial Life Planning Contact Details

Name Title LinkedIn Phone Email
Kolby Knuth Service Team Member
Amy Verhagen Service Team Member
Requires/Intent
ESG & Sustainable Finance Consulting
Loan Origination & Servicing Platforms
Risk Assessment & Mitigation
Omnichannel Customer Support
and more

18. Business Lending Group, Llc

Industry: Financial Services

Location: Appleton, Wisconsin

Website: businesslendinggroup.com

Company Founded: 1999

Company Size: 11-50

Company Address: 2350 North Casaloma Drive, Appleton, Wisconsin, United States

Business Lending Group, Llc Contact Details

Name Title LinkedIn Phone Email
Steve Kools Vice President- Head Of Underwriting
Gerry Thiele Credit Analyst
Sophia Carpiaux Loan Servicing Specialist
Cuce Lisa Berger Compliance And Reporting Specialist
Lisa Berger Compliance And Reporting Specialist
Karie Thorpe Commercial Loan Processing Specialist
Grace Vaneyck Collections Specialist
Requires/Intent
Data Analytics & Business Intelligence
Corporate Finance Strategy
Blockchain & Cryptocurrency Solutions
Digital Payment & Subscription Solutions
and more

19. Winch Financial

Industry: Financial Services

Location: Appleton, Wisconsin

Website: winchfinancial.com

Company Founded: 1981

Company Size: 11-50

Company Address: 424 East Wisconsin Avenue, Appleton, Wisconsin, United States

Winch Financial Contact Details

Name Title LinkedIn Phone Email
Matt Weyers Insurance Coordinator And Registered Investment Advisor Represenative
Adam Winch Investment And Marketing At Winch Financial
Requires/Intent
API Integration For FinTech
HR & Talent Acquisition
and more

20. Capital Prospects Llc

Industry: Financial Services

Location: Appleton, Wisconsin

Company Size: 1-10

Company Address: 821 West Prospect Avenue, Appleton, Wisconsin, United States

Capital Prospects Llc Contact Details

Name Title LinkedIn Phone Email
Gary Freeman Technical Support Specialist
Requires/Intent
Blockchain & Cryptocurrency Solutions
Cybersecurity & Data Protection
Debt Collection & Recovery
and more

21. Credit Matters

Industry: Financial Services

Location: Appleton, Wisconsin

Website: gocreditmatters.com

Company Founded: 2003

Company Size: 1-10

Company Address: 2654 West Lawrence Street, Appleton, Wisconsin, United States

Credit Matters Contact Details

Name Title LinkedIn Phone Email
Dana Engibous Account Executive
Darrell Coleman Credit Specialist
Jenniffer Ruetten Sales Agent
Janet James Credit Specialist
Requires/Intent
Digital Payment & Subscription Solutions
API Integration For FinTech
Document Management & E-signature Solutions
Compliance & Regulatory Advisory
Mobile App Development For Financial Services
and more

22. Kerntke Otto Mcglone Wealth Management Group

Industry: Financial Services

Location: Appleton, Wisconsin

Website: onekom.com

Company Founded: 2007

Company Size: 11-50

Company Address: 3601 East Evergreen Drive, Appleton, Wisconsin, United States

Kerntke Otto Mcglone Wealth Management Group Contact Details

Name Title LinkedIn Phone Email
Kaley Klepps Client Service Manager
Requires/Intent
Compliance & Regulatory Advisory
Branding & Public Relations
Mobile App Development For Financial Services
Debt Collection & Recovery
Wealth Management
and more

23. Schleicher/witz Financial

Industry: Financial Services

Location: Appleton, Wisconsin

Website: schleicherwitzfinancial.com

Company Founded: 1984

Company Size: 1-10

Company Address: 210 South Bluemound Drive, Appleton, Wisconsin, United States

Schleicher/witz Financial Contact Details

Name Title LinkedIn Phone Email
Don Schleicher Financial Planner
Tammy Mueller Office Manager
Requires/Intent
Insurance & Underwriting Services
Document Management & E-signature Solutions
Risk Assessment & Mitigation
Automation & Workflow Optimization
and more

24. Avaii Wealth Management

Industry: Financial Services

Location: Appleton, Wisconsin

Website: avaii.com

Company Founded: 2018

Company Size: 1-10

Company Address: 158 East Northland Avenue, Appleton, Wisconsin, United States

Avaii Wealth Management Contact Details

Name Title LinkedIn Phone Email
Aaron Skurr Chief Compliance Officer
Malorie Marquez Director Of Operations
Requires/Intent
Data Analytics & Business Intelligence
Automation & Workflow Optimization
AI-powered Financial Insights
Credit Rating & Analysis
Banking & Payment Processing
and more

25. Badger Globe Credit Union

Industry: Financial Services

Location: Appleton, Wisconsin

Website: badgerglobecu.org

Company Size: 11-50

Company Address: 260 North Green, Appleton, Wisconsin, United States

Badger Globe Credit Union Contact Details

Name Title LinkedIn Phone Email
Carla Watson President And Chief Executive Officer
Pat Seegers Collections And Loan Officer
Linda Robinson Administrative Assistant
Rhonda Main Member Service Representative
Thomas Linskens Vice President Of Lending
Requires/Intent
Mobile App Development For Financial Services
ESG & Sustainable Finance Consulting
API Integration For FinTech
Banking & Payment Processing
and more

26. Conceptual Financial Advisors, Llc

Industry: Financial Services

Location: Appleton, Wisconsin

Website: conceptualadvisors.com

Company Founded: 1984

Company Size: 1-10

Company Address: 3962 North Richmond Street, Appleton, Wisconsin, United States

Conceptual Financial Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Eric Swanson Client Services Assistant
Lisa Grosskopf Client Services Manager
Requires/Intent
Mergers & Acquisitions Advisory
Digital Payment & Subscription Solutions
Technology Consulting
Loan Origination & Servicing Platforms
and more

27. Fiduciary Partners, Inc.

Industry: Financial Services

Location: Appleton, Wisconsin

Company Founded: 2001

Company Size: 1-10

Company Address: 3913 West Prospect Avenue, Appleton, Wisconsin, United States

Fiduciary Partners, Inc. Contact Details

Name Title LinkedIn Phone Email
Nicole Northway Administrative Assistant
Requires/Intent
Risk Management & Compliance
Accounting Services
and more

28. National Planning Corporation (npc)

Industry: Financial Services

Location: Appleton, Wisconsin

Website: joinnpc.com

Company Founded: 1998

Company Size: 51-200

Company Address: 5555 West Grande Market Drive, Appleton, Wisconsin, United States

National Planning Corporation (npc) Contact Details

Name Title LinkedIn Phone Email
Julian Romero Financial Advisor
Shirley Wiley Compliance Registration Representative
Mike Eisert Life Insurance And Investment Sales
Daryl Weeden Branch Manager
Michael Walsh Financial Advisor
Requires/Intent
AI-powered Financial Insights
Corporate Finance Strategy
and more

29. All Star Concrete Cutting

Industry: Financial Services

Location: Appleton, Wisconsin

Website: allstarconcretecutters.com

Company Size: 1-10

Company Address: 140 Allegiance Court, Appleton, Wisconsin, United States

All Star Concrete Cutting Contact Details

Name Title LinkedIn Phone Email
Cesar Vazquez Miembro
Requires/Intent
Financial Forecasting & Modeling
Banking & Payment Processing
Asset Management
and more

30. Northland Financial Group, Inc

Industry: Financial Services

Location: Appleton, Wisconsin

Website: northland-financial.com

Company Size: 11-50

Company Address: 2508 North Richmond Street, Appleton, Wisconsin, United States

Northland Financial Group, Inc Contact Details

Name Title LinkedIn Phone Email
Pete Gensmer Vice President Sales
Requires/Intent
Data Analytics & Business Intelligence
Document Management & E-signature Solutions
and more

31. Brilliant Investments

Industry: Financial Services

Location: Appleton, Wisconsin

Company Size: 1-10

Company Address: N9598 Crystal Drive, Appleton, Wisconsin, United States

Brilliant Investments Contact Details

Name Title LinkedIn Phone Email
Heber Gutierrez Real Estate Investor
Requires/Intent
Wealth Management
API Integration For FinTech
and more
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Appleton Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Vern Sumnicht Isectors Chief Executive Officer
2 Jordan Cornelius Isectors Marketing Analyst
3 Kris Kaul Esop Partners Business Development Consultant
4 Aaron Juckett Esop Partners President And Founder
5 Jason Wellman Esop Partners Director Of Ownership Culture
6 Melanie Matulonis Esop Partners Marketing Team Leader
7 Jessica Quaday Esop Partners Director Of Client Services
8 Sarah Trovato Esop Partners Managing Director
9 Ryan Kuchta Esop Partners Esop Consultant
10 Kari Stockinger Prospera Credit Union (wisconsin) Business Development Manager
11 Amanda Van Dera Prospera Credit Union (wisconsin) Human Resources
12 Kari Christoph Prospera Credit Union (wisconsin) Chief Human Resources Officer
13 Cheryl Ellis Prospera Credit Union (wisconsin) Mortgage Lender
14 Ccue Jeff Nichols Prospera Credit Union (wisconsin) Financial Services Representative
15 Jerry Ramus Prospera Credit Union (wisconsin) Vice President Of Commercial Lending
16 Heather Funk Prospera Credit Union (wisconsin) Branch Manager
17 Ryan Mcnamara Rjm Consulting, Inc. President
18 John Weninger Endowment Wealth Management, Inc. Wealth Advisor
19 Samuel Moore Endowment Wealth Management, Inc. Wealth Advisor
20 Jamie Brown Endowment Wealth Management, Inc. Senior Investment Officer
21 Heidi Buhler Endowment Wealth Management, Inc. Wealth Administrator
22 Bob Beseman Investment Centers Of America Lpl Financial Advisor
23 Larry Langemo Investment Centers Of America Senior Vice President
24 Michaela Frost Investment Centers Of America Financial Advisor Assistant
25 Natalie Wetzel Investment Centers Of America Branch Office Manager
26 Natalie Wetzel Investment Centers Of America Events And Education
27 Cindi Bechtold Investment Centers Of America Vice President Operations
28 Ryan Key Investment Centers Of America Financial Advisor
29 J Robert Ellis Fiduciary Partners Trust Company Vice President
30 Shawn Bolender Fiduciary Partners Trust Company Vice President
31 Ann Stark Fiduciary Partners Trust Company Trust And Estate Settlement Officer
32 Dick Gamble Fiduciary Partners Trust Company Vice President
33 Michael Sessa Fiduciary Partners Trust Company Vice President And Market Manager
34 Brennan Haworth Fiduciary Partners Trust Company Vice President
35 Barb Hudson Fiduciary Partners Trust Company Trust Specialist
36 Kent Nelson Quickstart Owner And Member
37 Matthew Reimer Map Retirement Owner
38 Chad Carroll Map Retirement Owner
39 Tim Ferguson Map Retirement Regional Vice President
40 Mike Lee Mcglone Mortgage Group Mortgage Loan Officer

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