Top 5 Financial Services Companies in New Berlin

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

Financial Services Companies in New Berlin

1. International Monetary Systems

Industry: Financial Services

Location: New Berlin, Wisconsin

Website: imsbarter.com

Company Founded: 1985

Company Size: 51-200

Company Address: 16901 West Glendale Drive, New Berlin, Wisconsin, United States

International Monetary Systems Contact Details

Name Title LinkedIn Phone Email
David Carroll Owner Of The Ims
Michelle Thomet Senior Media Broker
Ctb Brandi Fevurly Senior Trade Broker
Courtney Popp Administrative Assistant
Ims Corporate Corporate Office
Brandi Fevurly Senior Trade Broker
Donna Ims Office Manager
Requires/Intent and 28 more Employees
Credit Rating & Analysis
Quality Control & Assurance
Customer Relationship Management (CRM)
and more

2. Fischer Wealth Management - Wi

Industry: Financial Services

Location: New Berlin, Wisconsin

Website: fischerwm.com

Company Size: 1-10

Company Address: 15730 West National Avenue, New Berlin, Wisconsin, United States

Fischer Wealth Management - Wi Contact Details

Name Title LinkedIn Phone Email
Scott Hanson Financial Advisor
Josh Fischer Financial Advisor
Requires/Intent
Risk Assessment & Mitigation
Document Management & E-signature Solutions
ESG & Sustainable Finance Consulting
and more

3. Du Charme Financial Group, A Branch Of Global View Capital Advisors

Industry: Financial Services

Location: New Berlin, Wisconsin

Website: ducharmefinancialgroup.com

Company Size: 11-50

Company Address: 15885 West National Avenue, New Berlin, Wisconsin, United States

Du Charme Financial Group, A Branch Of Global View Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Chris Wacker Associate Director
David Grzesk Associate Director
Rosemary Seidel Administrative Assistant
Requires/Intent
Business Strategy & Growth Consulting
Wealth Management
Cybersecurity & Data Protection
and more

4. Keil Financial Partners

Industry: Financial Services

Location: New Berlin, Wisconsin

Website: keilfp.com

Company Founded: 2019

Company Size: 1-10

Company Address: 15350 West National Avenue, New Berlin, Wisconsin, United States

Keil Financial Partners Contact Details

Name Title LinkedIn Phone Email
Jeremy Advisor Wealth Advisor
Brady Radmann Client Service Associate
Requires/Intent
Investment Advisory
Data Analytics & Business Intelligence
Financial Forecasting & Modeling
Loan Origination & Servicing Platforms
and more

5. To The Moon Trading Llc

Industry: Financial Services

Location: New Berlin, Wisconsin

Website: tothemoontrading.com

Company Founded: 2011

Company Size: 1-10

To The Moon Trading Llc Contact Details

Name Title LinkedIn Phone Email
Kendrick Stone Kit Flyer
Requires/Intent
Treasury & Cash Flow Management
Performance Tracking & KPI Analytics
Asset Management
Customer Relationship Management (CRM)
and more
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New Berlin Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 David Carroll International Monetary Systems Owner Of The Ims
2 Michelle Thomet International Monetary Systems Senior Media Broker
3 Ctb Brandi Fevurly International Monetary Systems Senior Trade Broker
4 Courtney Popp International Monetary Systems Administrative Assistant
5 Ims Corporate International Monetary Systems Corporate Office
6 Brandi Fevurly International Monetary Systems Senior Trade Broker
7 Donna Ims International Monetary Systems Office Manager
8 Scott Hanson Fischer Wealth Management - Wi Financial Advisor
9 Josh Fischer Fischer Wealth Management - Wi Financial Advisor
10 Chris Wacker Du Charme Financial Group, A Branch Of Global View Capital Advisors Associate Director
11 David Grzesk Du Charme Financial Group, A Branch Of Global View Capital Advisors Associate Director
12 Rosemary Seidel Du Charme Financial Group, A Branch Of Global View Capital Advisors Administrative Assistant
13 Jeremy Advisor Keil Financial Partners Wealth Advisor
14 Brady Radmann Keil Financial Partners Client Service Associate
15 Kendrick Stone To The Moon Trading Llc Kit Flyer

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