Top 10 Financial Services Companies in Mequon

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

Financial Services Companies in Mequon

1. Spectrum Investment Advisors, Inc.

Industry: Financial Services

Location: Mequon, Wisconsin

Website: spectruminvestor.com

Company Founded: 1995

Company Size: 11-50

Company Address: 6329 West Mequon Road, Mequon, Wisconsin, United States

Spectrum Investment Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Daniel Dedecker Relationship Manager
Manuel Rosado Vice President And Partner
Mike Mcdonald Relationship Manager | Wealth Manager
David Radowski Employee Education And Wellness Manager
Brian White Wealth Manager
Nqpa Ryan Strankowski Relationship Manager
Elizabeth Walter Account Executive
Requires/Intent and 7 more Employees
Hedge Fund & Private Equity Consulting
Mobile App Development For Financial Services
and more

2. Universal Mortgage

Industry: Financial Services

Location: Mequon, Wisconsin

Website: umc123.com

Company Founded: 1968

Company Size: 201-500

Company Address: 12080 North Corporate Parkway, Mequon, Wisconsin, United States

Universal Mortgage Contact Details

Name Title LinkedIn Phone Email
Chris Holden Mortgage Loan Officer
Adam Missry Loan Officer
William Morales Mortgage Broker
William Morales Mortgage Broker
Greg Coury Senior Loan Officer, Manager
Dan Moriarty Mortgage Originator
Chris Holt Owner
Requires/Intent and 9 more Employees
Quality Control & Assurance
Customer Relationship Management (CRM)
Digital Payment & Subscription Solutions
Automation & Workflow Optimization
and more

3. Richmond Investment Services

Industry: Financial Services

Location: Mequon, Wisconsin

Website: richmondis.com

Company Founded: 2006

Company Size: 11-50

Company Address: 7702 West Mequon Road, Mequon, Wisconsin, United States

Richmond Investment Services Contact Details

Name Title LinkedIn Phone Email
Matthew Richmond Principal And Lpl Financial Advisor Llc
Requires/Intent
Data Analytics & Business Intelligence
Cloud Computing Solutions
and more

4. Wealth Partners Financial Services

Industry: Financial Services

Location: Mequon, Wisconsin

Website: wpfs.net

Company Size: 1-10

Company Address: 10345 North Port Washington Road, Mequon, Wisconsin, United States

Wealth Partners Financial Services Contact Details

Name Title LinkedIn Phone Email
Steven Lamb Investment And Planning Specialist
Amy Miles Client Support Specialist
Requires/Intent
Customer Relationship Management (CRM)
API Integration For FinTech
and more

5. Gentian Financial, Inc.

Industry: Financial Services

Location: Mequon, Wisconsin

Website: gentianfinancial.com

Company Size: 1-10

Company Address: 12740 North River Road, Mequon, Wisconsin, United States

Gentian Financial, Inc. Contact Details

Name Title LinkedIn Phone Email
Wms Peter Nordenberg Director Of Investments, Gentian Financial, Inc And Operations Manager, Rjfs
Ken Flannery Cfp Professional
Lisa Sheridan Director Of Client Operations
Julie Decent Executive Assistant
Requires/Intent
Financial Planning & Retirement Solutions
Securities Trading & Brokerage
and more

6. Accuval Associates

Industry: Financial Services

Location: Mequon, Wisconsin

Website: gbaccuval.com

Company Founded: 1988

Company Size: 11-50

Company Address: 10218 North Port Washington Road, Mequon, Wisconsin, United States

Accuval Associates Contact Details

Name Title LinkedIn Phone Email
William Kerley Vice President - Technology
Andrea Wasserman Senior Appraiser
Nick Ruhland Network Analyst At Accuval Associates
Requires/Intent
Sales & Lead Generation Strategy
Cybersecurity & Data Protection
Investment Advisory
and more

7. Jim Bern Co

Industry: Financial Services

Location: Mequon, Wisconsin

Website: jimbernco.com

Company Size: 11-50

Company Address: 1336 West Towne Square Road, Mequon, Wisconsin, United States

Jim Bern Co Contact Details

Name Title LinkedIn Phone Email
William Jeno Property Manager
Requires/Intent
Debt Collection & Recovery
Performance Tracking & KPI Analytics
Corporate Finance Strategy
HR & Talent Acquisition
and more

8. Netols Asset Management

Industry: Financial Services

Location: Mequon, Wisconsin

Website: netolsmgt.com

Company Size: 1-10

Company Address: 1045 West Glen, Mequon, Wisconsin, United States

Netols Asset Management Contact Details

Name Title LinkedIn Phone Email
Kathleen Daley Chief Compliance Officer
Requires/Intent
Financial Planning & Retirement Solutions
Business Strategy & Growth Consulting
and more

9. Athlan Mortgage A Branch Of Network Funding Lp

Industry: Financial Services

Location: Mequon, Wisconsin

Website: amarilloreversemortgage.com

Company Size: 51-200

Company Address: 1200 West Sierra Lane, Mequon, Wisconsin, United States

Athlan Mortgage A Branch Of Network Funding Lp Contact Details

Name Title LinkedIn Phone Email
Joey Rizk Mortgage Banker
Melissa Serrano Loan Processor
Kenneth Greer Loan Officer
Requires/Intent
Mergers & Acquisitions Advisory
HR & Talent Acquisition
and more

10. Highland Investment Advisors, Llc

Industry: Financial Services

Location: Mequon, Wisconsin

Website: highlandinvestmentadvisors.com

Company Founded: 2006

Company Size: 1-10

Company Address: 1025 West Glen, Mequon, Wisconsin, United States

Highland Investment Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
David Morrison Investment Advisor
Requires/Intent
Debt Collection & Recovery
Fraud Detection & Prevention
Insurance & Underwriting Services
and more
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Mequon Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Daniel Dedecker Spectrum Investment Advisors, Inc. Relationship Manager
2 Manuel Rosado Spectrum Investment Advisors, Inc. Vice President And Partner
3 Mike Mcdonald Spectrum Investment Advisors, Inc. Relationship Manager | Wealth Manager
4 David Radowski Spectrum Investment Advisors, Inc. Employee Education And Wellness Manager
5 Brian White Spectrum Investment Advisors, Inc. Wealth Manager
6 Nqpa Ryan Strankowski Spectrum Investment Advisors, Inc. Relationship Manager
7 Elizabeth Walter Spectrum Investment Advisors, Inc. Account Executive
8 Chris Holden Universal Mortgage Mortgage Loan Officer
9 Adam Missry Universal Mortgage Loan Officer
10 William Morales Universal Mortgage Mortgage Broker
11 William Morales Universal Mortgage Mortgage Broker
12 Greg Coury Universal Mortgage Senior Loan Officer, Manager
13 Dan Moriarty Universal Mortgage Mortgage Originator
14 Chris Holt Universal Mortgage Owner
15 Matthew Richmond Richmond Investment Services Principal And Lpl Financial Advisor Llc
16 Steven Lamb Wealth Partners Financial Services Investment And Planning Specialist
17 Amy Miles Wealth Partners Financial Services Client Support Specialist
18 Wms Peter Nordenberg Gentian Financial, Inc. Director Of Investments, Gentian Financial, Inc And Operations Manager, Rjfs
19 Ken Flannery Gentian Financial, Inc. Cfp Professional
20 Lisa Sheridan Gentian Financial, Inc. Director Of Client Operations
21 Julie Decent Gentian Financial, Inc. Executive Assistant
22 William Kerley Accuval Associates Vice President - Technology
23 Andrea Wasserman Accuval Associates Senior Appraiser
24 Nick Ruhland Accuval Associates Network Analyst At Accuval Associates
25 William Jeno Jim Bern Co Property Manager
26 Kathleen Daley Netols Asset Management Chief Compliance Officer
27 Joey Rizk Athlan Mortgage A Branch Of Network Funding Lp Mortgage Banker
28 Melissa Serrano Athlan Mortgage A Branch Of Network Funding Lp Loan Processor
29 Kenneth Greer Athlan Mortgage A Branch Of Network Funding Lp Loan Officer
30 David Morrison Highland Investment Advisors, Llc Investment Advisor

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