Top 10 Financial Services Companies in Waukesha

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

Financial Services Companies in Waukesha

1. Global View Capital Advisors

Industry: Financial Services

Location: Waukesha, Wisconsin

Website: gvcadvisors.com

Company Size: 51-200

Company Address: N14 W23833 Stone Ridge Drive, Waukesha, Wisconsin, United States

Global View Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Charlie Desando Senior Corporate Recruiter
Charlie Desando Senior Corporate Recruiter
Cslp David Hessel Financial Planner | Holistic Financial Planning
Christine Dunn Associate Director And Chair Of The Senior Initative
Phil Schweik Marketing
Advisor Amy Yost Associate Director
Joel Paetznick Associate Director
Requires/Intent and 19 more Employees
Online Advertising & SEO
Portfolio Management
and more

2. Iag Wealth Partners

Industry: Financial Services

Location: Waukesha, Wisconsin

Website: investorsadvisorygroup.com

Company Founded: 1985

Company Size: 11-50

Company Address: N19w24200 Riverwood Drive, Waukesha, Wisconsin, United States

Iag Wealth Partners Contact Details

Name Title LinkedIn Phone Email
Cepaâ William Otto Financial Advisor
Michael Koerner Financial Advisor
Lori Watt President
William Otto Financial Advisor
Cepa William Otto Financial Advisor
Cka Rusty Peterson Partner
Thomas Peterson Financial Advisor And Partner
Requires/Intent and 6 more Employees
Omnichannel Customer Support
Document Management & E-signature Solutions
ERP For Financial Institutions
Financial Planning & Retirement Solutions
Employee Training & Workforce Development
and more

3. Novus Home Mortgage

Industry: Financial Services

Location: Waukesha, Wisconsin

Website: novushomemortgage.com

Company Founded: 2018

Company Size: 11-50

Company Address: 20935 Swenson Drive, Waukesha, Wisconsin, United States

Novus Home Mortgage Contact Details

Name Title LinkedIn Phone Email
Chad Carter Area Sales Manager
Eric Egenhoefer President And Chief Executive Officer
Kristin Schauer Underwriter
Lorrie Wolters Los Manager
Craig Robertson Underwriting Manager
Shannon Howell Office Administrator
Donna Borgwardt Mortgage Loan Processor
Requires/Intent and 3 more Employees
Risk Assessment & Mitigation
Mortgage & Loan Processing
and more

4. Drake & Associates, Llc

Industry: Financial Services

Location: Waukesha, Wisconsin

Website: wealthwisconsin.com

Company Size: 1-10

Company Address: 2212 East Moreland Boulevard, Waukesha, Wisconsin, United States

Drake & Associates, Llc Contact Details

Name Title LinkedIn Phone Email
Tony Drake Chief Executive Officer And Founder At Loft Financial Advisory Group, Llc
Wendy Peperkorn Financial Advisor
Kristy Hundt Director Of Business Development
Amanda Comstock Office Manager
Brad Allen Financial Advisor
Kristen Drake Attorney
Brendan Drake Lawyer
Requires/Intent and 1 more Employees
Cybersecurity & Data Protection
Customer Relationship Management (CRM)
and more

5. Bellwether Funding Llc

Industry: Financial Services

Location: Waukesha, Wisconsin

Website: bellwetherfunding.com

Company Founded: 2009

Company Size: 1-10

Company Address: 251 West Broadway, Waukesha, Wisconsin, United States

Bellwether Funding Llc Contact Details

Name Title LinkedIn Phone Email
Bill Frey Senior Partner Of Bellwether Funding, Llc
Requires/Intent
Compliance & Regulatory Advisory
Mobile App Development For Financial Services
Legal Compliance & Advisory
Wealth Management
and more

6. Kowal Investment Group

Industry: Financial Services

Location: Waukesha, Wisconsin

Website: kowalinvestmentgroup.com

Company Founded: 1987

Company Size: 11-50

Kowal Investment Group Contact Details

Name Title LinkedIn Phone Email
Ray Arndt Financial Advisor
John White Financial Advisor
Holly Walter Kowal Investment Group
Jennifer Barth Client Service Specialist
Rita Sniegowski Client Service Specialist
Requires/Intent
Tax Planning & Strategy
Asset Management
Credit Rating & Analysis
Document Management & E-signature Solutions
Business Strategy & Growth Consulting
and more

7. R&r Wealth Management, Llc

Industry: Financial Services

Location: Waukesha, Wisconsin

Website: jannsenwealth.com

Company Founded: 1998

Company Size: 1-10

Company Address: N14 W23900 Stone Ridge Drive, Waukesha, Wisconsin, United States

R&r Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Tom Driscoll Financial Advisor
Matthew Carbol Wealth Management Assistant
Requires/Intent
Corporate Finance Strategy
Financial Forecasting & Modeling
ERP For Financial Institutions
and more

8. Quest Home Loan Center

Industry: Financial Services

Location: Waukesha, Wisconsin

Website: questhlc.com

Company Founded: 2008

Company Size: 11-50

Company Address: 21075 Swenson Drive, Waukesha, Wisconsin, United States

Quest Home Loan Center Contact Details

Name Title LinkedIn Phone Email
Chuck Miller Sales Manager
Rachel Russell Loan Officer
Requires/Intent
Risk Management & Compliance
Data Analytics & Business Intelligence
and more

9. Integrated College Planning

Industry: Financial Services

Location: Waukesha, Wisconsin

Website: integratedcollegeplanning.com

Company Size: 1-10

Company Address: 2312 North Grandview Boulevard, Waukesha, Wisconsin, United States

Integrated College Planning Contact Details

Name Title LinkedIn Phone Email
Tracy Maxey Financial Aid Specialist
Chad Harbeck President
Requires/Intent
ERP For Financial Institutions
Tax Planning & Strategy
and more

10. Receivia Inc

Industry: Financial Services

Location: Waukesha, Wisconsin

Company Size: 51-200

Company Address: 401 Pilot Court, Waukesha, Wisconsin, United States

Receivia Inc Contact Details

Name Title LinkedIn Phone Email
Daren Adams Billing Specialist
Lisa Miller Medical Specialist
Megan Casteel Director Of Operations
Requires/Intent
Compliance & Regulatory Advisory
HR & Talent Acquisition
and more
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Waukesha Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Charlie Desando Global View Capital Advisors Senior Corporate Recruiter
2 Charlie Desando Global View Capital Advisors Senior Corporate Recruiter
3 Cslp David Hessel Global View Capital Advisors Financial Planner | Holistic Financial Planning
4 Christine Dunn Global View Capital Advisors Associate Director And Chair Of The Senior Initative
5 Phil Schweik Global View Capital Advisors Marketing
6 Advisor Amy Yost Global View Capital Advisors Associate Director
7 Joel Paetznick Global View Capital Advisors Associate Director
8 Cepaâ William Otto Iag Wealth Partners Financial Advisor
9 Michael Koerner Iag Wealth Partners Financial Advisor
10 Lori Watt Iag Wealth Partners President
11 William Otto Iag Wealth Partners Financial Advisor
12 Cepa William Otto Iag Wealth Partners Financial Advisor
13 Cka Rusty Peterson Iag Wealth Partners Partner
14 Thomas Peterson Iag Wealth Partners Financial Advisor And Partner
15 Chad Carter Novus Home Mortgage Area Sales Manager
16 Eric Egenhoefer Novus Home Mortgage President And Chief Executive Officer
17 Kristin Schauer Novus Home Mortgage Underwriter
18 Lorrie Wolters Novus Home Mortgage Los Manager
19 Craig Robertson Novus Home Mortgage Underwriting Manager
20 Shannon Howell Novus Home Mortgage Office Administrator
21 Donna Borgwardt Novus Home Mortgage Mortgage Loan Processor
22 Tony Drake Drake & Associates, Llc Chief Executive Officer And Founder At Loft Financial Advisory Group, Llc
23 Wendy Peperkorn Drake & Associates, Llc Financial Advisor
24 Kristy Hundt Drake & Associates, Llc Director Of Business Development
25 Amanda Comstock Drake & Associates, Llc Office Manager
26 Brad Allen Drake & Associates, Llc Financial Advisor
27 Kristen Drake Drake & Associates, Llc Attorney
28 Brendan Drake Drake & Associates, Llc Lawyer
29 Bill Frey Bellwether Funding Llc Senior Partner Of Bellwether Funding, Llc
30 Ray Arndt Kowal Investment Group Financial Advisor
31 John White Kowal Investment Group Financial Advisor
32 Holly Walter Kowal Investment Group Kowal Investment Group
33 Jennifer Barth Kowal Investment Group Client Service Specialist
34 Rita Sniegowski Kowal Investment Group Client Service Specialist
35 Tom Driscoll R&r Wealth Management, Llc Financial Advisor
36 Matthew Carbol R&r Wealth Management, Llc Wealth Management Assistant
37 Chuck Miller Quest Home Loan Center Sales Manager
38 Rachel Russell Quest Home Loan Center Loan Officer
39 Tracy Maxey Integrated College Planning Financial Aid Specialist
40 Chad Harbeck Integrated College Planning President

Financial Services companies in different cities of Wisconsin

No. Industry Number of Contacts Download
1 Financial services Companies in Milwaukee 11600
2 Financial services Companies in Madison 17168
3 Financial services Companies in Brookfield 5568
4 Financial services Companies in Appleton 6496
5 Financial services Companies in Green Bay 2784
6 Financial services Companies in La Crosse 464
7 Financial services Companies in Middleton 1856
8 Financial services Companies in Wausau 3248
9 Financial services Companies in Eau Claire 928
10 Financial services Companies in Menomonee Falls 1392
11 Financial services Companies in Mequon 464
12 Financial services Companies in Neenah 464
13 Financial services Companies in Pewaukee 2320
14 Financial services Companies in Oshkosh 464
15 Financial services Companies in Racine 928
16 Financial services Companies in Fond Du Lac 2320
17 Financial services Companies in Kenosha 928
18 Financial services Companies in New Berlin 464
19 Financial services Companies in Manitowoc 928
20 Financial services Companies in Sun Prairie 928
21 Financial services Companies in Wauwatosa 464
22 Financial services Companies in De Pere 1856
23 Financial services Companies in Hartland 1856
24 Financial services Companies in Mukwonago 928
25 Financial services Companies in Sheboygan 464
26 Financial services Companies in West Bend 464