Top 30 Financial Services Companies in Green Bay

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

Financial Services Companies in Green Bay

1. Associated Bank

Industry: Financial Services

Location: Green Bay, Wisconsin

Website: associatedbank.com

Company Founded: 1861

Company Size: 1001-5000

Company Address: 433 Main Street, Green Bay, Wisconsin, United States

Associated Bank Contact Details

Name Title LinkedIn Phone Email
Shane Bodenheimer Residential Mortgage Lender At Associated Bank Nmls#273956
Michael Beaupre Avp, Payments Solutions Product Manager At Associated Bank
Chris Kimmel Vice President, Security Incident Management
Andrew Pennenberg Loan Processor And Business Development Consultant
Kate Wesolowski Senior Vice President - Talent Acquisition Manager
Kemal Yilmaz Solutions Architect
Jen Ray Vice President - Senior Talent Acquisition Consultant
Requires/Intent and 1881 more Employees
Online Advertising & SEO
Asset Management
Marketing Services
and more

2. Packerland Brokerage Services, Inc.

Industry: Financial Services

Location: Green Bay, Wisconsin

Website: packerlandbrokerage.com

Company Founded: 1994

Company Size: 11-50

Company Address: 432 Security Boulevard, Green Bay, Wisconsin, United States

Packerland Brokerage Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Ben Casselberry Financial Advisor
Brad Verstegen Director Of Sales And Education At Packerland Brokerage Services, Inc
Christina Fitzgerald Director Of Marketing And Communications
Tom Ehlers Investment Advisor Representative
Rick Wentz Registered Representative
Lori Miller Financial Advisor
Tim Obermueller Independent Financial Advisor
Requires/Intent and 27 more Employees
Debt Collection & Recovery
Wealth Management
Technology Consulting
Financial Planning & Retirement Solutions
and more

3. Capital Credit Union - Ne Wisconsin

Industry: Financial Services

Location: Green Bay, Wisconsin

Website: capitalcu.com

Company Founded: 1927

Company Size: 201-500

Company Address: 825 Morris Avenue, Green Bay, Wisconsin, United States

Capital Credit Union - Ne Wisconsin Contact Details

Name Title LinkedIn Phone Email
Jim Klug Business Services Representative
Lisa Hintz Vice President Marketing
Rebecca Jackson Marketing Specialist
Nancy Rietveld Board Of Directors
Michelle Walker Mortgage Lender
Lydia Lynch Senior Marketing Specialist
Lydia Harrer Senior Marketing Specialist
Requires/Intent and 32 more Employees
Fraud Detection & Prevention
Sales & Lead Generation Strategy
Treasury & Cash Flow Management
and more

4. Pcm Credit Union

Industry: Financial Services

Location: Green Bay, Wisconsin

Website: pcmcu.org

Company Size: 11-50

Pcm Credit Union Contact Details

Name Title LinkedIn Phone Email
Ross Kornowske Compliance Officer And General Counsel
Cathy Becks Executive Vice President
Chelsea Godin Senior Loan Officer
Brittney Dessart Seg And Social Media Coordinator
Kandi Thiry Branch Manager
Candice Thiry Branch Manager
Joe Wollin Loan Officer
Requires/Intent and 11 more Employees
Automation & Workflow Optimization
Asset Management
Digital Payment & Subscription Solutions
Marketing Services
API Integration For FinTech
and more

5. Woodmen Financial Resources

Industry: Financial Services

Location: Green Bay, Wisconsin

Website: woodmenfinancial.org

Company Size: 1-10

Company Address: 1234 South Ridge Road, Green Bay, Wisconsin, United States

Woodmen Financial Resources Contact Details

Name Title LinkedIn Phone Email
Richard Balch Financial Planner
Lutcf Jude E. Offiah President
Requires/Intent
Financial Forecasting & Modeling
Omnichannel Customer Support
Hedge Fund & Private Equity Consulting
and more

6. Enlighten Financial

Industry: Financial Services

Location: Green Bay, Wisconsin

Website: enlightenfinancial.com

Company Founded: 2008

Company Size: 1-10

Company Address: 111 North Broadway, Green Bay, Wisconsin, United States

Enlighten Financial Contact Details

Name Title LinkedIn Phone Email
Peter Nugent President
Karen Taylor Financial Analyst
Requires/Intent
Mobile App Development For Financial Services
API Integration For FinTech
and more

7. Macco Financial Group, Inc.

Industry: Financial Services

Location: Green Bay, Wisconsin

Website: maccofinancial.com

Company Founded: 2004

Company Size: 1-10

Company Address: 1138 Main Street, Green Bay, Wisconsin, United States

Macco Financial Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Patrick Stoa Vice President And Financial Advisor
Nathanael Schmidt Financial Advisor
Requires/Intent
Treasury & Cash Flow Management
Mergers & Acquisitions Advisory
Legal Compliance & Advisory
Marketing Services
and more

8. Tax Management Services, Incorporated

Industry: Financial Services

Location: Green Bay, Wisconsin

Company Founded: 1992

Company Size: 11-50

Company Address: 828 Cherry Street, Green Bay, Wisconsin, United States

Tax Management Services, Incorporated Contact Details

Name Title LinkedIn Phone Email
Dominic Reinerio Wealth Advisor
Ellen Dekeyser Administrative Assistant
Requires/Intent
Digital Payment & Subscription Solutions
Data Analytics & Business Intelligence
Mergers & Acquisitions Advisory
API Integration For FinTech
Cloud Computing Solutions
and more

9. Finance System Of Green Bay, Inc.

Industry: Financial Services

Location: Green Bay, Wisconsin

Website: professionalcollectionagencies.com

Company Founded: 1980

Company Size: 11-50

Company Address: 301 North Jackson Street, Green Bay, Wisconsin, United States

Finance System Of Green Bay, Inc. Contact Details

Name Title LinkedIn Phone Email
Aaron Rankinen Account Representative For Se Wisconsin
Danielle Warden Collection Manager
Jennifer Hajny Client Relations Specialist And Marketing
Michael Graham Collector
Karen Piantek Sales Representative
Dennis Horn Collection Manager
Steve Kurth Collection Agent
Requires/Intent
Financial Forecasting & Modeling
IoT-enabled Smart Banking Solutions
Fraud Detection & Prevention
Omnichannel Customer Support
Sales & Lead Generation Strategy
and more

10. Harbor Wealth Management, Llc

Industry: Financial Services

Location: Green Bay, Wisconsin

Website: harbor-wealth.com

Company Founded: 2007

Company Size: 1-10

Company Address: 727 Cormier Road, Green Bay, Wisconsin, United States

Harbor Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Tyler Roshong Financial Planning And Tax Specialist
Eric Heus Partner
Requires/Intent
Insurance & Underwriting Services
Asset Management
Risk Management & Compliance
Document Management & E-signature Solutions
and more

11. New Wall Street

Industry: Financial Services

Location: Green Bay, Wisconsin

Website: new-wallstreet.com

Company Founded: 2012

Company Size: 1-10

Company Address: 2050 Riverside Drive, Green Bay, Wisconsin, United States

New Wall Street Contact Details

Name Title LinkedIn Phone Email
Matthew Zarter Financial Advisor
Bethany Heslip Allouez Business Center- Office Administrator
Bethany Haats Office Administrator
Requires/Intent
Wealth Management
Debt Collection & Recovery
Digital Payment & Subscription Solutions
and more

12. Mid-wisconsin Bank

Industry: Financial Services

Location: Green Bay, Wisconsin

Website: midwisc.com

Company Founded: 1890

Company Size: 501-1000

Company Address: 111 North Washington Street, Green Bay, Wisconsin, United States

Mid-wisconsin Bank Contact Details

Name Title LinkedIn Phone Email
Sierra Leinfelder Imaging Specialist And Teller
Tammy Fieselman Executive Assistant
Susan Will Personal Banker, Customer Service Representative Supervisor
Mary Bock Personal Banker
David Flasch Business Relationship Manager
Rhonda Kelley Controller
Heather Jeske Personal Banker
Requires/Intent and 9 more Employees
Financial Planning & Retirement Solutions
Mortgage & Loan Processing
ERP For Financial Institutions
and more

13. I Planrx

Industry: Financial Services

Location: Green Bay, Wisconsin

Website: iplanrx.com

Company Founded: 2012

Company Size: 1-10

Company Address: 375 Ams Court, Green Bay, Wisconsin, United States

I Planrx Contact Details

Name Title LinkedIn Phone Email
Keith Bell Vice President Of Business Development
Requires/Intent
Financial Forecasting & Modeling
Customer Relationship Management (CRM)
Asset Management
and more

14. Heritage Financial Partners, Llc

Industry: Financial Services

Location: Green Bay, Wisconsin

Website: heritagefinancialllc.com

Company Founded: 1992

Company Size: 1-10

Company Address: 2021 South Webster Avenue, Green Bay, Wisconsin, United States

Heritage Financial Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Doug Gjerde Partner, Financial Planner
Stephanie Dewindt Client Service Associate
Requires/Intent
Quality Control & Assurance
Digital Payment & Subscription Solutions
and more

15. Nicolet Wealth Management (formerly Navigator Planning Group)

Industry: Financial Services

Location: Green Bay, Wisconsin

Website: navigatorpg.com

Company Founded: 1978

Company Size: 11-50

Company Address: 3091 Voyager Drive, Green Bay, Wisconsin, United States

Nicolet Wealth Management (formerly Navigator Planning Group) Contact Details

Name Title LinkedIn Phone Email
Jackie Weight Financial Advisor
Peggy Velicer Supervisory Officer Of Investment Firm
Tami Van Beek Administrative Assistant
Requires/Intent
Automation & Workflow Optimization
Omnichannel Customer Support
Employee Training & Workforce Development
and more

16. Horizon Community Credit Union

Industry: Financial Services

Location: Green Bay, Wisconsin

Website: horizonccu.com

Company Founded: 1932

Company Size: 1-10

Company Address: 3139 Voyager Drive, Green Bay, Wisconsin, United States

Horizon Community Credit Union Contact Details

Name Title LinkedIn Phone Email
Patrick Josephson President And Chief Executive Officer
Karla Contreras Member Service Representative
Requires/Intent
Legal Compliance & Advisory
Employee Training & Workforce Development
Automation & Workflow Optimization
Risk Management & Compliance
and more

17. Great Lakes Asset Corporation

Industry: Financial Services

Location: Green Bay, Wisconsin

Website: greatlakesasset.com

Company Founded: 1982

Company Size: 1-10

Company Address: 200 South Washington Street, Green Bay, Wisconsin, United States

Great Lakes Asset Corporation Contact Details

Name Title LinkedIn Phone Email
Cindy Esterling Executive Director
Requires/Intent
Securities Trading & Brokerage
ESG & Sustainable Finance Consulting
Online Advertising & SEO
and more

18. Titletown Wealth Management

Industry: Financial Services

Location: Green Bay, Wisconsin

Website: titletownwm.com

Company Founded: 2017

Company Size: 1-10

Company Address: 1221 Bellevue Street, Green Bay, Wisconsin, United States

Titletown Wealth Management Contact Details

Name Title LinkedIn Phone Email
Aifa Adam Gafner Chief Operating Officer And Managing Partner And Wealth Advisor
Requires/Intent
Mergers & Acquisitions Advisory
ERP For Financial Institutions
AI-powered Financial Insights
Customer Relationship Management (CRM)
and more

19. Cash Depot

Industry: Financial Services

Location: Green Bay, Wisconsin

Website: cdlatm.com

Company Founded: 1994

Company Size: 51-200

Company Address: 1740 Cofrin Drive, Green Bay, Wisconsin, United States

Cash Depot Contact Details

Name Title LinkedIn Phone Email
Patricia Gryske Principal Application Analyst
Requires/Intent
Fraud Detection & Prevention
API Integration For FinTech
and more

20. Credit Management Control

Industry: Financial Services

Location: Green Bay, Wisconsin

Website: creditmgt.com

Company Founded: 1980

Company Size: 11-50

Company Address: 200 South Monroe Street, Green Bay, Wisconsin, United States

Credit Management Control Contact Details

Name Title LinkedIn Phone Email
Brian Lewandowski Senior Accountant
Daniel Ellingson Owner,i.t Services, Collection Manager
Amanda Ridgley Administrative Assistant
Dawn Bartz Medical Follow Up
Kate Campo Call Reprisenitive
Riley Kasper Debt Collector
Brenda Johnvin Collections
Requires/Intent
Omnichannel Customer Support
Branding & Public Relations
Tax Planning & Strategy
Document Management & E-signature Solutions
Mobile App Development For Financial Services
and more

21. Associated Risk Group

Industry: Financial Services

Location: Green Bay, Wisconsin

Website: associatedriskgroup.com

Company Size: 1-10

Company Address: 2985 South Ridge Road, Green Bay, Wisconsin, United States

Associated Risk Group Contact Details

Name Title LinkedIn Phone Email
Brian Bodager Chairman
Requires/Intent
Data Analytics & Business Intelligence
Fraud Detection & Prevention
Mortgage & Loan Processing
and more

22. Pioneer Credit Union

Industry: Financial Services

Location: Green Bay, Wisconsin

Website: pioneercu.org

Company Founded: 1927

Company Size: 1-10

Pioneer Credit Union Contact Details

Name Title LinkedIn Phone Email
Markus Watson Branch Manager
Mom Nelson Receptionist
Requires/Intent
ESG & Sustainable Finance Consulting
Investment Advisory
Debt Collection & Recovery
and more

23. St Jude Parish

Industry: Financial Services

Location: Green Bay, Wisconsin

Website: stjudeparish.net

Company Size: 51-200

Company Address: 1423 Kellogg Street, Green Bay, Wisconsin, United States

St Jude Parish Contact Details

Name Title LinkedIn Phone Email
Sal Mercado Deacon
Sal Mercado Deacon
Requires/Intent
HR & Talent Acquisition
Loan Origination & Servicing Platforms
and more

Green Bay Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Shane Bodenheimer Associated Bank Residential Mortgage Lender At Associated Bank Nmls#273956
2 Michael Beaupre Associated Bank Avp, Payments Solutions Product Manager At Associated Bank
3 Chris Kimmel Associated Bank Vice President, Security Incident Management
4 Andrew Pennenberg Associated Bank Loan Processor And Business Development Consultant
5 Kate Wesolowski Associated Bank Senior Vice President - Talent Acquisition Manager
6 Kemal Yilmaz Associated Bank Solutions Architect
7 Jen Ray Associated Bank Vice President - Senior Talent Acquisition Consultant
8 Ben Casselberry Packerland Brokerage Services, Inc. Financial Advisor
9 Brad Verstegen Packerland Brokerage Services, Inc. Director Of Sales And Education At Packerland Brokerage Services, Inc
10 Christina Fitzgerald Packerland Brokerage Services, Inc. Director Of Marketing And Communications
11 Tom Ehlers Packerland Brokerage Services, Inc. Investment Advisor Representative
12 Rick Wentz Packerland Brokerage Services, Inc. Registered Representative
13 Lori Miller Packerland Brokerage Services, Inc. Financial Advisor
14 Tim Obermueller Packerland Brokerage Services, Inc. Independent Financial Advisor
15 Jim Klug Capital Credit Union - Ne Wisconsin Business Services Representative
16 Lisa Hintz Capital Credit Union - Ne Wisconsin Vice President Marketing
17 Rebecca Jackson Capital Credit Union - Ne Wisconsin Marketing Specialist
18 Nancy Rietveld Capital Credit Union - Ne Wisconsin Board Of Directors
19 Michelle Walker Capital Credit Union - Ne Wisconsin Mortgage Lender
20 Lydia Lynch Capital Credit Union - Ne Wisconsin Senior Marketing Specialist
21 Lydia Harrer Capital Credit Union - Ne Wisconsin Senior Marketing Specialist
22 Ross Kornowske Pcm Credit Union Compliance Officer And General Counsel
23 Cathy Becks Pcm Credit Union Executive Vice President
24 Chelsea Godin Pcm Credit Union Senior Loan Officer
25 Brittney Dessart Pcm Credit Union Seg And Social Media Coordinator
26 Kandi Thiry Pcm Credit Union Branch Manager
27 Candice Thiry Pcm Credit Union Branch Manager
28 Joe Wollin Pcm Credit Union Loan Officer
29 Richard Balch Woodmen Financial Resources Financial Planner
30 Lutcf Jude E. Offiah Woodmen Financial Resources President
31 Peter Nugent Enlighten Financial President
32 Karen Taylor Enlighten Financial Financial Analyst
33 Patrick Stoa Macco Financial Group, Inc. Vice President And Financial Advisor
34 Nathanael Schmidt Macco Financial Group, Inc. Financial Advisor
35 Dominic Reinerio Tax Management Services, Incorporated Wealth Advisor
36 Ellen Dekeyser Tax Management Services, Incorporated Administrative Assistant
37 Aaron Rankinen Finance System Of Green Bay, Inc. Account Representative For Se Wisconsin
38 Danielle Warden Finance System Of Green Bay, Inc. Collection Manager
39 Jennifer Hajny Finance System Of Green Bay, Inc. Client Relations Specialist And Marketing
40 Michael Graham Finance System Of Green Bay, Inc. Collector