Top 20 Financial Services Companies in Middleton

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Below is the list of Top 20 Financial Services Companies in Middleton ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Middleton

1. Goldstein Advisors

Industry: Financial Services

Location: Middleton, Wisconsin

Website: goldsteinadvisors.com

Company Founded: 1998

Company Size: 11-50

Company Address: 2501 Parmenter Street, Middleton, Wisconsin, United States

Goldstein Advisors Contact Details

Name Title LinkedIn Phone Email
Jon Goldstein Chief Executive Officer And Financial Planner
Apma David M. Sharpe Financial Planner
Requires/Intent
ERP For Financial Institutions
Compliance & Regulatory Advisory
Marketing Services
and more

2. Canopy Wealth Management

Industry: Financial Services

Location: Middleton, Wisconsin

Website: canopy-wealth.com

Company Founded: 2018

Company Size: 1-10

Company Address: 8215 Greenway Boulevard, Middleton, Wisconsin, United States

Canopy Wealth Management Contact Details

Name Title LinkedIn Phone Email
Eric Raether Wealth Advisor
Cfpâ Eric Raether Wealth Advisor
David Muehl Wealth Advisor
Requires/Intent
IoT-enabled Smart Banking Solutions
Treasury & Cash Flow Management
Hedge Fund & Private Equity Consulting
and more

3. Empowered Financial Management

Industry: Financial Services

Location: Middleton, Wisconsin

Website: empoweredfinancialmanagement.com

Company Size: 11-50

Company Address: 8383 Greenway Boulevard, Middleton, Wisconsin, United States

Empowered Financial Management Contact Details

Name Title LinkedIn Phone Email
Nicholas Toman Retirement Planner And Investment Advisor
Cfpâ Nicholas Toman Retirement Planner And Investment Advisor
Kayla Maksen Event Coordinator And Client Servicing Specialist
Rhea Bradley Director Of Marketing
Requires/Intent
Blockchain & Cryptocurrency Solutions
Financial Auditing & Reporting
Branding & Public Relations
Cybersecurity & Data Protection
and more

4. Wealth And Wisdom Of Wisconsin

Industry: Financial Services

Location: Middleton, Wisconsin

Website: wealthandwisdomwi.com

Company Size: 1-10

Company Address: 8500 Greenway Boulevard, Middleton, Wisconsin, United States

Wealth And Wisdom Of Wisconsin Contact Details

Name Title LinkedIn Phone Email
Doni Marie Owner
Danika Stitgen Financial Advisor
Cristina Hanson Partner | Agent
Mike Neary Financial Advisor
Requires/Intent
ESG & Sustainable Finance Consulting
Hedge Fund & Private Equity Consulting
Banking & Payment Processing
Cloud Computing Solutions
AI-powered Financial Insights
and more

5. Knecht Business Solutions

Industry: Financial Services

Location: Middleton, Wisconsin

Website: knechtbs.com

Company Founded: 2009

Company Size: 1-10

Knecht Business Solutions Contact Details

Name Title LinkedIn Phone Email
Nicki Knecht Founding Partner
Patrick Knecht Partner
Requires/Intent
Mortgage & Loan Processing
Cybersecurity & Data Protection
and more

6. Jacobson & Schmitt Advisors

Industry: Financial Services

Location: Middleton, Wisconsin

Website: jandsadvisors.com

Company Founded: 2006

Company Size: 1-10

Company Address: 8333 Greenway Boulevard, Middleton, Wisconsin, United States

Jacobson & Schmitt Advisors Contact Details

Name Title LinkedIn Phone Email
Adam Sweet Senior Portfolio Manager And Partner
Jason Schmitt Lead Advisor, Managing Partner, Chief Financial Officer
Angela Behm Operations And Client Experience Manager
Requires/Intent
Employee Training & Workforce Development
Financial Forecasting & Modeling
Branding & Public Relations
Risk Assessment & Mitigation
Risk Management & Compliance
and more

7. Googins Advisors Inc.

Industry: Financial Services

Location: Middleton, Wisconsin

Website: googins.com

Company Founded: 1978

Company Size: 1-10

Googins Advisors Inc. Contact Details

Name Title LinkedIn Phone Email
Louise Googins Owner
Carson Bieber Associate
Mason Buss Investment Intern
Brady Peat Investment Intern
Tom Sullivan Investment Intern
Requires/Intent
Credit Rating & Analysis
Portfolio Management
and more

8. Statz Corporation

Industry: Financial Services

Location: Middleton, Wisconsin

Website: statzcorp.com

Company Founded: 2004

Company Size: 11-50

Company Address: 2120 West Greenview Drive, Middleton, Wisconsin, United States

Statz Corporation Contact Details

Name Title LinkedIn Phone Email
Bill Statz Owner, Statz Corporation
Requires/Intent
Corporate Finance Strategy
Mergers & Acquisitions Advisory
Data Analytics & Business Intelligence
and more

9. Filbrandt & Company

Industry: Financial Services

Location: Middleton, Wisconsin

Website: filbrandt-co.com

Company Founded: 1994

Company Size: 11-50

Company Address: 8401 Greenway Boulevard, Middleton, Wisconsin, United States

Filbrandt & Company Contact Details

Name Title LinkedIn Phone Email
Shannon Demarte Accounting Services
Requires/Intent
Omnichannel Customer Support
Compliance & Regulatory Advisory
IoT-enabled Smart Banking Solutions
Credit Rating & Analysis
ERP For Financial Institutions
and more

10. Mhk Retirement Partners

Industry: Financial Services

Location: Middleton, Wisconsin

Website: mhkretirementpartners.com

Company Size: 11-50

Company Address: 8309 Greenway Boulevard, Middleton, Wisconsin, United States

Mhk Retirement Partners Contact Details

Name Title LinkedIn Phone Email
Lisa Conwell Consultant
Requires/Intent
Quality Control & Assurance
HR & Talent Acquisition
Credit Rating & Analysis
Fraud Detection & Prevention
and more

11. Trinity Financial Planning, Llc

Industry: Financial Services

Location: Middleton, Wisconsin

Website: trinfin.com

Company Founded: 2001

Company Size: 1-10

Company Address: 6405 Century Avenue, Middleton, Wisconsin, United States

Trinity Financial Planning, Llc Contact Details

Name Title LinkedIn Phone Email
Amber Martin Office Manager
Requires/Intent
Financial Planning & Retirement Solutions
Securities Trading & Brokerage
Online Advertising & SEO
AI-powered Financial Insights
Financial Auditing & Reporting
and more

12. Middleton Sport Bowl Llc

Industry: Financial Services

Location: Middleton, Wisconsin

Company Size: 1-10

Company Address: 6815 University Avenue, Middleton, Wisconsin, United States

Middleton Sport Bowl Llc Contact Details

Name Title LinkedIn Phone Email
William Karow Head Bartender
Requires/Intent
Technology Consulting
Customer Relationship Management (CRM)
Loan Origination & Servicing Platforms
Omnichannel Customer Support
and more
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Middleton Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Jon Goldstein Goldstein Advisors Chief Executive Officer And Financial Planner
2 Apma David M. Sharpe Goldstein Advisors Financial Planner
3 Eric Raether Canopy Wealth Management Wealth Advisor
4 Cfpâ Eric Raether Canopy Wealth Management Wealth Advisor
5 David Muehl Canopy Wealth Management Wealth Advisor
6 Nicholas Toman Empowered Financial Management Retirement Planner And Investment Advisor
7 Cfpâ Nicholas Toman Empowered Financial Management Retirement Planner And Investment Advisor
8 Kayla Maksen Empowered Financial Management Event Coordinator And Client Servicing Specialist
9 Rhea Bradley Empowered Financial Management Director Of Marketing
10 Doni Marie Wealth And Wisdom Of Wisconsin Owner
11 Danika Stitgen Wealth And Wisdom Of Wisconsin Financial Advisor
12 Cristina Hanson Wealth And Wisdom Of Wisconsin Partner | Agent
13 Mike Neary Wealth And Wisdom Of Wisconsin Financial Advisor
14 Nicki Knecht Knecht Business Solutions Founding Partner
15 Patrick Knecht Knecht Business Solutions Partner
16 Adam Sweet Jacobson & Schmitt Advisors Senior Portfolio Manager And Partner
17 Jason Schmitt Jacobson & Schmitt Advisors Lead Advisor, Managing Partner, Chief Financial Officer
18 Angela Behm Jacobson & Schmitt Advisors Operations And Client Experience Manager
19 Louise Googins Googins Advisors Inc. Owner
20 Carson Bieber Googins Advisors Inc. Associate
21 Mason Buss Googins Advisors Inc. Investment Intern
22 Brady Peat Googins Advisors Inc. Investment Intern
23 Tom Sullivan Googins Advisors Inc. Investment Intern
24 Bill Statz Statz Corporation Owner, Statz Corporation
25 Shannon Demarte Filbrandt & Company Accounting Services
26 Lisa Conwell Mhk Retirement Partners Consultant
27 Amber Martin Trinity Financial Planning, Llc Office Manager
28 William Karow Middleton Sport Bowl Llc Head Bartender

Financial Services companies in different cities of Wisconsin

No. Industry Number of Contacts Download
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