Top 30 Financial Services Companies in Brookfield

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Below is the list of Top 30 Financial Services Companies in Brookfield ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Brookfield

1. Gsf Mortgage Corp

Industry: Financial Services

Location: Brookfield, Wisconsin

Company Founded: 1995

Company Size: 201-500

Gsf Mortgage Corp Contact Details

Name Title LinkedIn Phone Email
Stanley Goff Branch Manager
Scott Finklea Branch Manager Nmls# 100995
Rudy Marquez Managing Director - Construction Lending
Dennis Peters Mortgage Loan Originator
Tina Woodcock Mortgage Consultant
Carolynn Kohler Encompass Administrator
Sabatia Le Flore Investor Due Diligence Specialist
Requires/Intent and 37 more Employees
Cloud Computing Solutions
Business Strategy & Growth Consulting
Loan Origination & Servicing Platforms
API Integration For FinTech
and more

2. Go Mortgage

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: gomortgage.com

Company Founded: 1995

Company Size: 201-500

Company Address: 15430 West Capitol Drive, Brookfield, Wisconsin, United States

Go Mortgage Contact Details

Name Title LinkedIn Phone Email
Chad Jampedro President
Jennifer Geiger-mckiver Area Manager
Jim Donovan Home Loan Advisor
Robert Fabian Loan Advisor
Gino Egidi Home Loan Advisor Cmps
Coby Matush Home Loan Advisor Nmls #1531494
Kayla Benishek Marketing Coordinator
Requires/Intent
AI-powered Financial Insights
Tax Planning & Strategy
and more

3. Gsf Mortgage

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: gogsf.com

Company Founded: 1995

Company Size: 201-500

Company Address: 15430 West Capitol Drive, Brookfield, Wisconsin, United States

Gsf Mortgage Contact Details

Name Title LinkedIn Phone Email
Bruce Olster Executive Vice President
Jason Gasior Loan Officer At Gsf Mortgage, Nmls
Nicole Lissade Branch Manager
Sherri Wolfmeyer Vice President Finance
Jennifer Butcher Senior Mortgage Consultant Nmls #267582
Dana Tilidetzke Branch Manager Nmls #270605
Rhonda Michalski Senior Post Closer
Requires/Intent and 3 more Employees
Insurance & Underwriting Services
Digital Payment & Subscription Solutions
Sales & Lead Generation Strategy
and more

4. Advantage+ Financing

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: advantageplusfinancing.com

Company Founded: 1992

Company Size: 11-50

Company Address: 13400 Bishop South Lane, Brookfield, Wisconsin, United States

Advantage+ Financing Contact Details

Name Title LinkedIn Phone Email
Lawrence Elton President
Mike Elton President And Chief Executive Officer
Ellen Barnes Manager
Jim Oberholtzer Vice President Of Credit Administration
Melissa Braunreiter Operations Support Specialist
Kristin Oberholtzer Executive Vice President At Advantage+ Financing
Taylor Tesky Sales Intern
Requires/Intent and 14 more Employees
API Integration For FinTech
Online Advertising & SEO
Sales & Lead Generation Strategy
Wealth Management
and more

5. The Kieckhefer Group

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: kieckhefergroup.com

Company Size: 1-10

Company Address: 13400 Bishops Lane, Brookfield, Wisconsin, United States

The Kieckhefer Group Contact Details

Name Title LinkedIn Phone Email
Robert Kieckhefer Managing Partner
Jason Speich Retirement Plan Consultant - Financial Planner, Lpl Financial
Janet Ganong Retirement Plan Consultant At The Kieckhefer Group , Lpl Financial
Requires/Intent
Hedge Fund & Private Equity Consulting
Cloud Computing Solutions
Corporate Finance Strategy
Technology Consulting
AI-powered Financial Insights
and more

6. Istream Financial Services

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: istreamfs.com

Company Founded: 2004

Company Size: 11-50

Company Address: 13555 Bishops Court, Brookfield, Wisconsin, United States

Istream Financial Services Contact Details

Name Title LinkedIn Phone Email
Nijee Taylor Software Engineer
Kris Axberg Chief Executive Officer
Victor Yang Full Stack Developer
Kelly Delano Full Stack Developer
Anthony Bartman Software Developer
Alex Koziol Intern
Omar Hammad Software Quality Analyst Intern
Requires/Intent and 8 more Employees
Performance Tracking & KPI Analytics
API Integration For FinTech
Credit Rating & Analysis
Accounting Services
Sales & Lead Generation Strategy
and more

7. Bultman Financial Services

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: bultmanfinancial.com

Company Founded: 1996

Company Size: 1-10

Company Address: 13625 Bishops Drive, Brookfield, Wisconsin, United States

Bultman Financial Services Contact Details

Name Title LinkedIn Phone Email
Ralph Bultman Vice President And Treasurer
Alisha Mcbride Insurance Agent
Katie Green Insurance Sales
Requires/Intent
ERP For Financial Institutions
Cloud Computing Solutions
Automation & Workflow Optimization
and more

8. Next Level Planning & Wealth Management

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: nlpwm.com

Company Founded: 2001

Company Size: 11-50

Company Address: 325 North Corporate Drive, Brookfield, Wisconsin, United States

Next Level Planning & Wealth Management Contact Details

Name Title LinkedIn Phone Email
Loren Brandrup Director Of Group Benefits
Andrew Houte Partner, Director -retirement Planning, Cfp , Ea, Crps Casl
Eric Liek Certified Financial Planner
Peter Tourville Partner
Edward Devinger Financial Advisor
Jacob Gustafson Certified Financial Planner
Kyle Thomas Financial Advisor
Requires/Intent
Tax Planning & Strategy
Portfolio Management
Wealth Management
and more

9. M2 Lease Funds, Llc

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: m2lease.com

Company Founded: 1998

Company Size: 11-50

Company Address: 175 Patrick Boulevard, Brookfield, Wisconsin, United States

M2 Lease Funds, Llc Contact Details

Name Title LinkedIn Phone Email
Brian Besler Executive Vice President
John Oconnor Vice President Sales
Tracy Lemieux Collections Coordinator
Kathleen Barbian Lease Sales Coordinator
Richard Couch President And Chief Operations Officer
Jean May Administration
Elaine Perez Lease Administration Coordinator
Requires/Intent and 1 more Employees
Compliance & Regulatory Advisory
Document Management & E-signature Solutions
AI-powered Financial Insights
and more

10. Assured Mortgage

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: assuredmortgage.com

Company Founded: 1989

Company Size: 51-200

Company Address: 12660 West Capitol Drive, Brookfield, Wisconsin, United States

Assured Mortgage Contact Details

Name Title LinkedIn Phone Email
Tony Vitale Owner And Mortgage Banker
John Matthews Loan Consultant
Jim Barnett Senior Loan Officer
Scot Fink Executive Branch Manager At Assured Mortgage
David Lewis Loan Consultant
Jenni Picard Operations
Stephanie Lucas Compliance Clerk
Requires/Intent and 6 more Employees
Performance Tracking & KPI Analytics
Online Advertising & SEO
Quality Control & Assurance
and more

11. Prime Financial Services Fas

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: primefinancialservices.com

Company Size: 1-10

Company Address: 675 North Barker Road, Brookfield, Wisconsin, United States

Prime Financial Services Fas Contact Details

Name Title LinkedIn Phone Email
Tim Windler Financial Advisor
Natalie Olson Marketing And Client Services
Michael White CfpÂ
Laura Michna Registered Sales Assistant
Requires/Intent
Cybersecurity & Data Protection
Technology Consulting
IoT-enabled Smart Banking Solutions
and more

12. Freedom Wealth Alliance

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: freedomwealthalliance.com

Company Founded: 2014

Company Size: 11-50

Company Address: 675 North Barker Road, Brookfield, Wisconsin, United States

Freedom Wealth Alliance Contact Details

Name Title LinkedIn Phone Email
Shawn Thomas Financial Advisor
Darren Liberski Senior Vice President, Investments And Planning
Kurt Rozman President
Max Flanagan Financial Advisor
Shawn Hittman Financial Advisor And Portfolio Manager
Kurt Rozman President
Chuck Kuhtz Financial Advisor
Requires/Intent and 3 more Employees
Branding & Public Relations
ESG & Sustainable Finance Consulting
and more

13. Evcvaluation

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: evcvaluation.com

Company Founded: 2015

Company Size: 1-10

Company Address: 16655 West Bluemound Road, Brookfield, Wisconsin, United States

Evcvaluation Contact Details

Name Title LinkedIn Phone Email
Kevin Reilly Managing Partner
Clayton Baumann Principal
Bennett Deacon Associate
Requires/Intent
Securities Trading & Brokerage
Cybersecurity & Data Protection
Financial Auditing & Reporting
Risk Assessment & Mitigation
Financial Forecasting & Modeling
and more

14. Dba Primerica

Industry: Financial Services

Location: Brookfield, Wisconsin

Company Size: 1-10

Company Address: 19601 West Bluemound Road, Brookfield, Wisconsin, United States

Dba Primerica Contact Details

Name Title LinkedIn Phone Email
Lawrence Jillson Senior Vice President Sales
Martha Brown District Leader
Requires/Intent
Investment Advisory
Asset Management
Hedge Fund & Private Equity Consulting
Wealth Management
Mortgage & Loan Processing
and more

15. Badger Wire

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: badgerwire.com

Company Size: 1-10

Company Address: 16830 Pheasant Drive, Brookfield, Wisconsin, United States

Badger Wire Contact Details

Name Title LinkedIn Phone Email
Andy Harwood Vice President-owner
Bill Harwood Chief Executive Officer
Requires/Intent
Legal Compliance & Advisory
Marketing Services
Performance Tracking & KPI Analytics
and more

16. Wisconsin Wholesale Mortgage

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: wisconsinwholesalemortgage.com

Company Founded: 2002

Company Size: 1-10

Wisconsin Wholesale Mortgage Contact Details

Name Title LinkedIn Phone Email
Darrell Frenzel Owner And Mortgage Loan Originator
Chris Bolser Mortgage Loan Originator
John Abler Mortgage Loan Originator
Requires/Intent
Branding & Public Relations
Customer Relationship Management (CRM)
Online Advertising & SEO
Tax Planning & Strategy
Mobile App Development For Financial Services
and more

17. Review Services, Inc.

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: reviewservicesinc.com

Company Founded: 1987

Company Size: 1-10

Company Address: 13255 West Bluemound Road, Brookfield, Wisconsin, United States

Review Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Carrie Ticali Associate Financial Planner, Cfp
Patricia Kiefer Partner, Ccertified Financial Planner
Elizabeth Meyrose Portfolio Administrator
Patricia Waymel Portfolio And Office Administrator
Requires/Intent
Asset Management
Digital Payment & Subscription Solutions
and more

18. Bkm Wealth Management

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: bkmwm.com

Company Founded: 2020

Company Size: 1-10

Company Address: 20300 Water Tower Boulevard, Brookfield, Wisconsin, United States

Bkm Wealth Management Contact Details

Name Title LinkedIn Phone Email
Matthew Kons Financial Advisor And Partner
Requires/Intent
Technology Consulting
Insurance & Underwriting Services
Wealth Management
Loan Origination & Servicing Platforms
HR & Talent Acquisition
and more

19. Elite Payment Systems Llc

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: elitepaymentsystems.com

Company Founded: 2003

Company Size: 11-50

Company Address: 17145 West Bluemound Road, Brookfield, Wisconsin, United States

Elite Payment Systems Llc Contact Details

Name Title LinkedIn Phone Email
Yvonne Mueller Vice President - Sales Support And Administration
Requires/Intent
Legal Compliance & Advisory
Portfolio Management
Mergers & Acquisitions Advisory
Wealth Management
Fraud Detection & Prevention
and more

20. Collection Associates, Ltd.

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: collectionassociates.net

Company Founded: 1982

Company Size: 11-50

Company Address: 225 South Executive Drive, Brookfield, Wisconsin, United States

Collection Associates, Ltd. Contact Details

Name Title LinkedIn Phone Email
Jana Maschmann Director Of Sales And Marketing
Alan Coy Manager
Jodi Wilson Collections Agent
Javion Morgan Debt Collector
Sharon Rupprecht Legal Department Manager
Cheryl Eisenberg Collector
Natasha Pierce Collections Specialist
Requires/Intent and 5 more Employees
Business Strategy & Growth Consulting
Blockchain & Cryptocurrency Solutions
Digital Payment & Subscription Solutions
and more

21. Augustine Financial, Llc

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: augustinefinancial.com

Company Founded: 2002

Company Size: 1-10

Company Address: 13500 West Capitol Drive, Brookfield, Wisconsin, United States

Augustine Financial, Llc Contact Details

Name Title LinkedIn Phone Email
Austin Finn Associate Advisor
Requires/Intent
API Integration For FinTech
Risk Assessment & Mitigation
Financial Auditing & Reporting
and more

22. Charter Capital Management, Inc.

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: chartercapital.net

Company Founded: 1977

Company Size: 1-10

Company Address: 13805 West Burleigh Road, Brookfield, Wisconsin, United States

Charter Capital Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Joel Hassler President And Portfolio Manager
Patti Wold Portfolio Administrator
Requires/Intent
Insurance & Underwriting Services
Sales & Lead Generation Strategy
Omnichannel Customer Support
and more

23. Choice Advisors Llc

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: choicegrp.com

Company Size: 11-50

Company Address: 405 North Calhoun Road, Brookfield, Wisconsin, United States

Choice Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Michael Work Certified Financial Planner And Senior Tax Advisor
Requires/Intent
Digital Payment & Subscription Solutions
Quality Control & Assurance
Employee Training & Workforce Development
Mobile App Development For Financial Services
and more

24. Domke Financial Services

Industry: Financial Services

Location: Brookfield, Wisconsin

Company Size: 1-10

Company Address: 585 Wilson Drive, Brookfield, Wisconsin, United States

Domke Financial Services Contact Details

Name Title LinkedIn Phone Email
Kirk Domke Owner
Requires/Intent
Loan Origination & Servicing Platforms
IoT-enabled Smart Banking Solutions
Automation & Workflow Optimization
Mortgage & Loan Processing
Online Advertising & SEO
and more

25. Collection Experts Inc

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: collectionexpertsinc.com

Company Size: 11-50

Company Address: 1305 North Barker Road, Brookfield, Wisconsin, United States

Collection Experts Inc Contact Details

Name Title LinkedIn Phone Email
Carolyn Aldrich-wibben Senior Business Analyst And Assistant Call Center General Manager
Requires/Intent
Accounting Services
Risk Assessment & Mitigation
Loan Origination & Servicing Platforms
and more

26. Storm Fischer Investment Group, Llc

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: stormfischer.com

Company Size: 1-10

Storm Fischer Investment Group, Llc Contact Details

Name Title LinkedIn Phone Email
Jeremy Lancour Client Service Specialist
Requires/Intent
Automation & Workflow Optimization
Financial Auditing & Reporting
Performance Tracking & KPI Analytics
Compliance & Regulatory Advisory
and more

27. La Bri Group

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: labrigroup.com

Company Size: 1-10

Company Address: 675 North Barker Road, Brookfield, Wisconsin, United States

La Bri Group Contact Details

Name Title LinkedIn Phone Email
Debra Owen Vice President
Requires/Intent
Performance Tracking & KPI Analytics
Financial Forecasting & Modeling
and more

28. Credit Solution Group

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: creditsolutiongroup.com

Company Founded: 2007

Company Size: 11-50

Company Address: 200 South Executive Drive, Brookfield, Wisconsin, United States

Credit Solution Group Contact Details

Name Title LinkedIn Phone Email
Stephen Zweig Account Executive
Requires/Intent
Data Analytics & Business Intelligence
Employee Training & Workforce Development
Omnichannel Customer Support
and more

29. Mpc Financial Services

Industry: Financial Services

Location: Brookfield, Wisconsin

Website: mpcfin.com

Company Size: 11-50

Company Address: 16655 West Bluemound Road, Brookfield, Wisconsin, United States

Mpc Financial Services Contact Details

Name Title LinkedIn Phone Email
Craig Thompson Chartered Financial Consultant
Requires/Intent
Accounting Services
Securities Trading & Brokerage
API Integration For FinTech
Legal Compliance & Advisory
and more

30. Hundt Financial Services

Industry: Financial Services

Location: Brookfield, Wisconsin

Company Size: 1-10

Hundt Financial Services Contact Details

Name Title LinkedIn Phone Email
Paul Hundt Tax, Estate, And Insurance Planner | Financial And Estate Advisor | Tax And Risk Management Expert
Requires/Intent
Loan Origination & Servicing Platforms
ESG & Sustainable Finance Consulting
ERP For Financial Institutions
and more
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Brookfield Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Stanley Goff Gsf Mortgage Corp Branch Manager
2 Scott Finklea Gsf Mortgage Corp Branch Manager Nmls# 100995
3 Rudy Marquez Gsf Mortgage Corp Managing Director - Construction Lending
4 Dennis Peters Gsf Mortgage Corp Mortgage Loan Originator
5 Tina Woodcock Gsf Mortgage Corp Mortgage Consultant
6 Carolynn Kohler Gsf Mortgage Corp Encompass Administrator
7 Sabatia Le Flore Gsf Mortgage Corp Investor Due Diligence Specialist
8 Chad Jampedro Go Mortgage President
9 Jennifer Geiger-mckiver Go Mortgage Area Manager
10 Jim Donovan Go Mortgage Home Loan Advisor
11 Robert Fabian Go Mortgage Loan Advisor
12 Gino Egidi Go Mortgage Home Loan Advisor Cmps
13 Coby Matush Go Mortgage Home Loan Advisor Nmls #1531494
14 Kayla Benishek Go Mortgage Marketing Coordinator
15 Bruce Olster Gsf Mortgage Executive Vice President
16 Jason Gasior Gsf Mortgage Loan Officer At Gsf Mortgage, Nmls
17 Nicole Lissade Gsf Mortgage Branch Manager
18 Sherri Wolfmeyer Gsf Mortgage Vice President Finance
19 Jennifer Butcher Gsf Mortgage Senior Mortgage Consultant Nmls #267582
20 Dana Tilidetzke Gsf Mortgage Branch Manager Nmls #270605
21 Rhonda Michalski Gsf Mortgage Senior Post Closer
22 Lawrence Elton Advantage+ Financing President
23 Mike Elton Advantage+ Financing President And Chief Executive Officer
24 Ellen Barnes Advantage+ Financing Manager
25 Jim Oberholtzer Advantage+ Financing Vice President Of Credit Administration
26 Melissa Braunreiter Advantage+ Financing Operations Support Specialist
27 Kristin Oberholtzer Advantage+ Financing Executive Vice President At Advantage+ Financing
28 Taylor Tesky Advantage+ Financing Sales Intern
29 Robert Kieckhefer The Kieckhefer Group Managing Partner
30 Jason Speich The Kieckhefer Group Retirement Plan Consultant - Financial Planner, Lpl Financial
31 Janet Ganong The Kieckhefer Group Retirement Plan Consultant At The Kieckhefer Group , Lpl Financial
32 Nijee Taylor Istream Financial Services Software Engineer
33 Kris Axberg Istream Financial Services Chief Executive Officer
34 Victor Yang Istream Financial Services Full Stack Developer
35 Kelly Delano Istream Financial Services Full Stack Developer
36 Anthony Bartman Istream Financial Services Software Developer
37 Alex Koziol Istream Financial Services Intern
38 Omar Hammad Istream Financial Services Software Quality Analyst Intern
39 Ralph Bultman Bultman Financial Services Vice President And Treasurer
40 Alisha Mcbride Bultman Financial Services Insurance Agent

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