Top 10 Financial Services Companies in Oshkosh

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

Financial Services Companies in Oshkosh

1. Aegis Financial

Industry: Financial Services

Location: Oshkosh, Wisconsin

Website: aegisfinancialplanners.com

Company Size: 1-10

Company Address: 530 North Koeller Street, Oshkosh, Wisconsin, United States

Aegis Financial Contact Details

Name Title LinkedIn Phone Email
Bill Bowman President And Senior Advisor
Tommy Bradley Senior Vice President Aegis Financial
Hary Sastro Regional Vice President
Brian Rogers Advisor
Mariah Madell Client Service Associate I
Kristie Hennes Chief Compliance Officer And Director Of Operations
Mike Villeneuve Financial Advisor
Requires/Intent and 4 more Employees
Debt Collection & Recovery
Mobile App Development For Financial Services
and more

2. Provident Financial Consultants, Llc

Industry: Financial Services

Location: Oshkosh, Wisconsin

Website: providentfc.com

Company Founded: 2005

Company Size: 11-50

Company Address: 2391 Enterprise Drive, Oshkosh, Wisconsin, United States

Provident Financial Consultants, Llc Contact Details

Name Title LinkedIn Phone Email
Cassandra Dorn Lpl Financial Advisor | Investment Professional
Heather Holznecht Director Of Communications
Merk Jacob Financial Consultant
Bonita Graff Chief Executive Officer And Wealth Advisor
Brenda Rolli Financial Advisor
Requires/Intent
Customer Relationship Management (CRM)
Technology Consulting
and more

3. Windward Wealth Strategies

Industry: Financial Services

Location: Oshkosh, Wisconsin

Website: windwardwealthstrategies.com

Company Size: 1-10

Company Address: 2370 State Road, Oshkosh, Wisconsin, United States

Windward Wealth Strategies Contact Details

Name Title LinkedIn Phone Email
Kim Molitor Principal And Relationship Manager
Taylor Skolaski Finance And Marketing Intern
Requires/Intent
Mortgage & Loan Processing
Financial Forecasting & Modeling
and more

4. Financial Architects Llc

Industry: Financial Services

Location: Oshkosh, Wisconsin

Website: financialarchitects.biz

Company Size: 1-10

Company Address: 1930 Algoma Boulevard, Oshkosh, Wisconsin, United States

Financial Architects Llc Contact Details

Name Title LinkedIn Phone Email
Kyle Thompson Financial Advisor
William Williams Financial Representative
Requires/Intent
Business Strategy & Growth Consulting
Branding & Public Relations
ERP For Financial Institutions
Blockchain & Cryptocurrency Solutions
and more

5. Stannard Dry Cleaners

Industry: Financial Services

Location: Oshkosh, Wisconsin

Website: stannarddrycleaners.com

Company Size: 1-10

Company Address: 653 North Main Street, Oshkosh, Wisconsin, United States

Stannard Dry Cleaners Contact Details

Name Title LinkedIn Phone Email
Courtney Zittlow Customer Service Representative
Requires/Intent
Banking & Payment Processing
ERP For Financial Institutions
and more

6. Sbg Financial

Industry: Financial Services

Location: Oshkosh, Wisconsin

Website: sbgfinancial.com

Company Founded: 2010

Company Size: 1-10

Company Address: 100 North Main Street, Oshkosh, Wisconsin, United States

Sbg Financial Contact Details

Name Title LinkedIn Phone Email
Stephanie Gorman Sales Assistant
Requires/Intent
Legal Compliance & Advisory
Portfolio Management
Branding & Public Relations
and more

7. Hairport Hair Salon

Industry: Financial Services

Location: Oshkosh, Wisconsin

Website: hairportoshkosh.com

Company Size: 1-10

Company Address: 600 Ohio Street, Oshkosh, Wisconsin, United States

Hairport Hair Salon Contact Details

Name Title LinkedIn Phone Email
Mimi Windauer Cosmetologist
Brianna Hooten Hairstylist
Rose Russo Hairdresser
Patricia Moore Stylist
Requires/Intent
Compliance & Regulatory Advisory
ERP For Financial Institutions
Business Strategy & Growth Consulting
Tax Planning & Strategy
and more
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Oshkosh Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Bill Bowman Aegis Financial President And Senior Advisor
2 Tommy Bradley Aegis Financial Senior Vice President Aegis Financial
3 Hary Sastro Aegis Financial Regional Vice President
4 Brian Rogers Aegis Financial Advisor
5 Mariah Madell Aegis Financial Client Service Associate I
6 Kristie Hennes Aegis Financial Chief Compliance Officer And Director Of Operations
7 Mike Villeneuve Aegis Financial Financial Advisor
8 Cassandra Dorn Provident Financial Consultants, Llc Lpl Financial Advisor | Investment Professional
9 Heather Holznecht Provident Financial Consultants, Llc Director Of Communications
10 Merk Jacob Provident Financial Consultants, Llc Financial Consultant
11 Bonita Graff Provident Financial Consultants, Llc Chief Executive Officer And Wealth Advisor
12 Brenda Rolli Provident Financial Consultants, Llc Financial Advisor
13 Kim Molitor Windward Wealth Strategies Principal And Relationship Manager
14 Taylor Skolaski Windward Wealth Strategies Finance And Marketing Intern
15 Kyle Thompson Financial Architects Llc Financial Advisor
16 William Williams Financial Architects Llc Financial Representative
17 Courtney Zittlow Stannard Dry Cleaners Customer Service Representative
18 Stephanie Gorman Sbg Financial Sales Assistant
19 Mimi Windauer Hairport Hair Salon Cosmetologist
20 Brianna Hooten Hairport Hair Salon Hairstylist
21 Rose Russo Hairport Hair Salon Hairdresser
22 Patricia Moore Hairport Hair Salon Stylist

Financial Services companies in different cities of Wisconsin

No. Industry Number of Contacts Download
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