Top 10 Financial Services Companies in Bloomington

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Below is the list of Top 10 Financial Services Companies in Bloomington ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Bloomington

1. Alexander & Haberman

Industry: Financial Services

Location: Bloomington, Minnesota

Website: medicareinsuranceprofessionals.com

Company Founded: 2012

Company Size: 1-10

Company Address: 9301 Bryant Avenue South, Bloomington, Minnesota, United States

Alexander & Haberman Contact Details

Name Title LinkedIn Phone Email
Sam Zimmer Broker Enrollment Center
Joshua Haberman Chief Executive Officer
Requires/Intent
Financial Forecasting & Modeling
Document Management & E-signature Solutions
Employee Training & Workforce Development
Automation & Workflow Optimization
Portfolio Management
and more

2. Goldleaf Partners

Industry: Financial Services

Location: Bloomington, Minnesota

Website: goldleafpartners.com

Company Founded: 2003

Company Size: 51-200

Company Address: 8009 34th Avenue South, Bloomington, Minnesota, United States

Goldleaf Partners Contact Details

Name Title LinkedIn Phone Email
Jeremy Messinger Regional Sales Director
Aaron Mcisaac Regional Sales Director
Amy Wangerin Installation Coordinator
Leslie Draper Client Relationship Manager
Angie Swanson Client Relationship Manager
Marissa Gamble Senior Client Relationship Manager
Jesse Coates Operations Manager
Requires/Intent and 26 more Employees
IoT-enabled Smart Banking Solutions
Tax Planning & Strategy
Financial Auditing & Reporting
Banking & Payment Processing
Online Advertising & SEO
and more

3. Jnba Financial Advisors

Industry: Financial Services

Location: Bloomington, Minnesota

Website: jnba.com

Company Founded: 1979

Company Size: 11-50

Company Address: 8500 Normandale Lakes Boulevard, Bloomington, Minnesota, United States

Jnba Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Elise Huston Advisor - Advisory Services Manager
Stephanie Rossi Senior Advisor
Andrew Buccanero Trading And Investment Analyst
Carin Viertel Director Of Client Services
Christopher Mastley Advisor
Marie Williams Operations And Internal Accounting Manager
Patrick Moyneur Senior Advisor â Director Of Advisory Services
Requires/Intent and 7 more Employees
Legal Compliance & Advisory
Automation & Workflow Optimization
Risk Management & Compliance
and more

4. Terrapin Technologies, Inc.

Industry: Financial Services

Location: Bloomington, Minnesota

Website: terrapintech.com

Company Founded: 1995

Company Size: 11-50

Company Address: 7850 Metro Parkway, Bloomington, Minnesota, United States

Terrapin Technologies, Inc. Contact Details

Name Title LinkedIn Phone Email
Kristefor Lysne President
James Pfeiffer Marketing Manager
Michael Wright Product Manager
Annmarie Dubberstein Sales And Marketing Coordinator
Venkata Movva Software Developer
Chris Olson Director Of Engineering
John Mahowald Systems Architech
Requires/Intent and 3 more Employees
Employee Training & Workforce Development
HR & Talent Acquisition
Financial Auditing & Reporting
Fraud Detection & Prevention
and more

5. Webb Financial Group

Industry: Financial Services

Location: Bloomington, Minnesota

Website: webbfinancial.com

Company Founded: 1981

Company Size: 1-10

Company Address: 8120 Penn Avenue South, Bloomington, Minnesota, United States

Webb Financial Group Contact Details

Name Title LinkedIn Phone Email
Timothy Greife Investment Advisor | Partner | Chief Creative Officer
Gary Webb Financial Advisor And Planner - Ceo, Rfc - Owner And Partner
Michelle Brennan Registered Paraplanner At Webb Financial Group
Mike Bischoff Chief Financial Officer And Partner
Susan Ehrhard Personal And Commercial Lines Senior Account Manager
Bob Mcdonnell Executive Vice President
Cynthia Cremeans Excutive Assistant
Requires/Intent and 4 more Employees
ERP For Financial Institutions
Corporate Finance Strategy
Legal Compliance & Advisory
Financial Forecasting & Modeling
and more

6. Revtrak, Inc.

Industry: Financial Services

Location: Bloomington, Minnesota

Website: revtrak.com

Company Size: 51-200

Company Address: 9201 East Bloomington Freeway, Bloomington, Minnesota, United States

Revtrak, Inc. Contact Details

Name Title LinkedIn Phone Email
Francine Clausen Senior Client Success Partner
Cary Beil Systems Administrator
Zach Freitas Integrations Analyst At Revtrak, Inc
Anastasia Hoffman Operations Support Specialist
Sam Armstrong Software Engineer At Revtrak, Inc
David Connell Client Success Partner
Nona Gibson Business Development Assistant
Requires/Intent and 9 more Employees
Banking & Payment Processing
AI-powered Financial Insights
Mergers & Acquisitions Advisory
and more
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Bloomington Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Sam Zimmer Alexander & Haberman Broker Enrollment Center
2 Joshua Haberman Alexander & Haberman Chief Executive Officer
3 Jeremy Messinger Goldleaf Partners Regional Sales Director
4 Aaron Mcisaac Goldleaf Partners Regional Sales Director
5 Amy Wangerin Goldleaf Partners Installation Coordinator
6 Leslie Draper Goldleaf Partners Client Relationship Manager
7 Angie Swanson Goldleaf Partners Client Relationship Manager
8 Marissa Gamble Goldleaf Partners Senior Client Relationship Manager
9 Jesse Coates Goldleaf Partners Operations Manager
10 Elise Huston Jnba Financial Advisors Advisor - Advisory Services Manager
11 Stephanie Rossi Jnba Financial Advisors Senior Advisor
12 Andrew Buccanero Jnba Financial Advisors Trading And Investment Analyst
13 Carin Viertel Jnba Financial Advisors Director Of Client Services
14 Christopher Mastley Jnba Financial Advisors Advisor
15 Marie Williams Jnba Financial Advisors Operations And Internal Accounting Manager
16 Patrick Moyneur Jnba Financial Advisors Senior Advisor â Director Of Advisory Services
17 Kristefor Lysne Terrapin Technologies, Inc. President
18 James Pfeiffer Terrapin Technologies, Inc. Marketing Manager
19 Michael Wright Terrapin Technologies, Inc. Product Manager
20 Annmarie Dubberstein Terrapin Technologies, Inc. Sales And Marketing Coordinator
21 Venkata Movva Terrapin Technologies, Inc. Software Developer
22 Chris Olson Terrapin Technologies, Inc. Director Of Engineering
23 John Mahowald Terrapin Technologies, Inc. Systems Architech
24 Timothy Greife Webb Financial Group Investment Advisor | Partner | Chief Creative Officer
25 Gary Webb Webb Financial Group Financial Advisor And Planner - Ceo, Rfc - Owner And Partner
26 Michelle Brennan Webb Financial Group Registered Paraplanner At Webb Financial Group
27 Mike Bischoff Webb Financial Group Chief Financial Officer And Partner
28 Susan Ehrhard Webb Financial Group Personal And Commercial Lines Senior Account Manager
29 Bob Mcdonnell Webb Financial Group Executive Vice President
30 Cynthia Cremeans Webb Financial Group Excutive Assistant
31 Francine Clausen Revtrak, Inc. Senior Client Success Partner
32 Cary Beil Revtrak, Inc. Systems Administrator
33 Zach Freitas Revtrak, Inc. Integrations Analyst At Revtrak, Inc
34 Anastasia Hoffman Revtrak, Inc. Operations Support Specialist
35 Sam Armstrong Revtrak, Inc. Software Engineer At Revtrak, Inc
36 David Connell Revtrak, Inc. Client Success Partner
37 Nona Gibson Revtrak, Inc. Business Development Assistant

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