Top 5 Financial Services Companies in Menomonee Falls

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Below is the list of Top 5 Financial Services Companies in Menomonee Falls ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Menomonee Falls

1. Morgan Dempsey Capital Management Llc

Industry: Financial Services

Location: Menomonee Falls, Wisconsin

Website: morgandempsey.com

Company Founded: 1994

Company Size: 1-10

Morgan Dempsey Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
David Durham Principal And Chief Executive Officer
Dave Isaacson Portfolio Specialist
Ly Nguyen Vice President - Operations And Trading
Bj Pliskie Equity Trader
Requires/Intent
Blockchain & Cryptocurrency Solutions
Mobile App Development For Financial Services
Banking & Payment Processing
IoT-enabled Smart Banking Solutions
Financial Planning & Retirement Solutions
and more

2. Harvest Wealth Management

Industry: Financial Services

Location: Menomonee Falls, Wisconsin

Website: harvest-wm.com

Company Founded: 2000

Company Size: 1-10

Company Address: N84 W15787 Menomonee Avenue, Menomonee Falls, Wisconsin, United States

Harvest Wealth Management Contact Details

Name Title LinkedIn Phone Email
Tanner Leister Financial Advisor
Peter Wagner Investment Advisor Representative
Erica Schilke Administrative Assistant
Requires/Intent
Mergers & Acquisitions Advisory
Cloud Computing Solutions
HR & Talent Acquisition
Mobile App Development For Financial Services
Treasury & Cash Flow Management
and more

3. Richardson Financial

Industry: Financial Services

Location: Menomonee Falls, Wisconsin

Company Founded: 1969

Company Size: 11-50

Company Address: W134n8688 Executive Parkway, Menomonee Falls, Wisconsin, United States

Richardson Financial Contact Details

Name Title LinkedIn Phone Email
Daniel Brown Director Of Investment Management
Nathan Corroy Director Of Financial Planning
Mike Richardson Chief Executive Officer - Chief Executive Officer
Katie Jones Operations Manager
Stacy Klotz Office Administrator
Heather Bartlett Director Of Insurance Services
Brad Salzman Financial Analyst
Requires/Intent
Debt Collection & Recovery
Corporate Finance Strategy
Automation & Workflow Optimization
and more

4. Tricom Funding

Industry: Financial Services

Location: Menomonee Falls, Wisconsin

Website: tricom.com

Company Founded: 1989

Company Size: 51-200

Company Address: N48 W16866 Lisbon Road, Menomonee Falls, Wisconsin, United States

Tricom Funding Contact Details

Name Title LinkedIn Phone Email
Rick Gehrke Chief Operating Officer, Director Of Cash Management
Linda Walsch Director Of Payroll Services
Vicky Klamik Client Services
Debbie Polly Payroll Specialist
Mike Bennett Corporate Attorney
Johnson Aaron Cash Management Intern
Gregory Bretza It Support Specialist
Requires/Intent and 7 more Employees
Automation & Workflow Optimization
Performance Tracking & KPI Analytics
Quality Control & Assurance
Risk Management & Compliance
and more

5. D&m Accounting Services, Inc.

Industry: Financial Services

Location: Menomonee Falls, Wisconsin

Website: dmaccounting.com

Company Founded: 1995

Company Size: 1-10

Company Address: N96 W18221 County Line Road Highway, Menomonee Falls, Wisconsin, United States

D&m Accounting Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Martha Nitschke Accountant
Tina Meyer Account Specialist
Requires/Intent
Customer Relationship Management (CRM)
Mobile App Development For Financial Services
Compliance & Regulatory Advisory
Sales & Lead Generation Strategy
Cloud Computing Solutions
and more
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Menomonee Falls Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 David Durham Morgan Dempsey Capital Management Llc Principal And Chief Executive Officer
2 Dave Isaacson Morgan Dempsey Capital Management Llc Portfolio Specialist
3 Ly Nguyen Morgan Dempsey Capital Management Llc Vice President - Operations And Trading
4 Bj Pliskie Morgan Dempsey Capital Management Llc Equity Trader
5 Tanner Leister Harvest Wealth Management Financial Advisor
6 Peter Wagner Harvest Wealth Management Investment Advisor Representative
7 Erica Schilke Harvest Wealth Management Administrative Assistant
8 Daniel Brown Richardson Financial Director Of Investment Management
9 Nathan Corroy Richardson Financial Director Of Financial Planning
10 Mike Richardson Richardson Financial Chief Executive Officer - Chief Executive Officer
11 Katie Jones Richardson Financial Operations Manager
12 Stacy Klotz Richardson Financial Office Administrator
13 Heather Bartlett Richardson Financial Director Of Insurance Services
14 Brad Salzman Richardson Financial Financial Analyst
15 Rick Gehrke Tricom Funding Chief Operating Officer, Director Of Cash Management
16 Linda Walsch Tricom Funding Director Of Payroll Services
17 Vicky Klamik Tricom Funding Client Services
18 Debbie Polly Tricom Funding Payroll Specialist
19 Mike Bennett Tricom Funding Corporate Attorney
20 Johnson Aaron Tricom Funding Cash Management Intern
21 Gregory Bretza Tricom Funding It Support Specialist
22 Martha Nitschke D&m Accounting Services, Inc. Accountant
23 Tina Meyer D&m Accounting Services, Inc. Account Specialist

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