Top 20 Financial Services Companies in Wausau

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

Financial Services Companies in Wausau

1. Connexus Credit Union

Industry: Financial Services

Location: Wausau, Wisconsin

Website: connexuscu.org

Company Founded: 1935

Company Size: 51-200

Company Address: 2600 Pine Ridge Boulevard, Wausau, Wisconsin, United States

Connexus Credit Union Contact Details

Name Title LinkedIn Phone Email
J David Christenson President And Chief Executive Officer
Adam Dykman Senior Vice President Of Member Services At Connexus Credit Union
Paul Kurth Digital Branch Manager
Amber Siewert Vice President Of Project Management And Facilities
Paul Zyla Senior Vice President - Information Systems And Technology
Nic Babl Digital, Email, And Marketing Automation Specialist
Tania Hargraves Email Marketing Specialist
Requires/Intent and 101 more Employees
AI-powered Financial Insights
Accounting Services
Business Strategy & Growth Consulting
and more

2. Incrediblebank

Industry: Financial Services

Location: Wausau, Wisconsin

Website: incrediblebank.com

Company Founded: 2009

Company Size: 201-500

Company Address: P/o Box 1182, Wausau, Wisconsin, United States

Incrediblebank Contact Details

Name Title LinkedIn Phone Email
Joann Draeger Vice President Business Banking
Todd Nagel Chief Executive Officer And President
James Lahti Evp, Business Banking
Kim Berens Marketing Manager
Jennifer Benson Vice President - Compliance Officer, Bsa And Aml Officer
Susan Ryman Market Manager
Angela Stephens Director Of Home Lending
Requires/Intent and 41 more Employees
AI-powered Financial Insights
Omnichannel Customer Support
Corporate Finance Strategy
ESG & Sustainable Finance Consulting
and more

3. Aqua Finance, Inc.

Industry: Financial Services

Location: Wausau, Wisconsin

Website: aquafinance.com

Company Founded: 1985

Company Size: 201-500

Company Address: 1 Corporate Drive, Wausau, Wisconsin, United States

Aqua Finance, Inc. Contact Details

Name Title LinkedIn Phone Email
Daniel Peter Manager Of Training And Development
Stephen Kreul It Engineer And Technician Services Lead
Amanda Ellenbecker Vice President Of Funding
Brett Yirkovsky Assistant Vice President - It
Amanda Heiner Credit Team Lead
Kim Antell Sales And Marketing Team Lead
Tim Buettner Assistant Credit Manager
Requires/Intent and 49 more Employees
Omnichannel Customer Support
Mortgage & Loan Processing
and more

4. River Valley Bank

Industry: Financial Services

Location: Wausau, Wisconsin

Website: rivervalleybank.com

Company Founded: 1967

Company Size: 201-500

Company Address: 327 North 17th Avenue, Wausau, Wisconsin, United States

River Valley Bank Contact Details

Name Title LinkedIn Phone Email
Adam Karcz Home Lender
John Griffin Vice President Business Banking
Kim Kohlbeck Marketing Manager
Robin Hegg Senior Vice President And Chief Human Resources Officer
Stephanie Goetsch Organizational Development | Learning Experience Designer
Dennis Bertolotti System Administrator
Steve Sponem Mortgage Banker
Requires/Intent and 49 more Employees
AI-powered Financial Insights
IoT-enabled Smart Banking Solutions
and more

5. Mppl Financial

Industry: Financial Services

Location: Wausau, Wisconsin

Website: mpplfinancial.com

Company Founded: 2011

Company Size: 11-50

Company Address: 2610 Stewart Avenue, Wausau, Wisconsin, United States

Mppl Financial Contact Details

Name Title LinkedIn Phone Email
Brian Resch Financial Advisor And Retirement Plans Manager
Crpsâ Brian Resch Financial Advisor And Retirement Plans Manager
Jeff Ottosen Vice President Operations
Cory Wokasch Support Advisor
Della Stegall Financial Advisor
Cathy Albrecht Client Reports Administrator
Peter Lucht Intern And Filing
Requires/Intent and 2 more Employees
Insurance & Underwriting Services
API Integration For FinTech
Mobile App Development For Financial Services
Financial Forecasting & Modeling
Mortgage & Loan Processing
and more

6. Equity Design Group

Industry: Financial Services

Location: Wausau, Wisconsin

Website: equitydesigngroup.com

Company Founded: 1995

Company Size: 11-50

Company Address: 1907 Rib Moutain Drive, Wausau, Wisconsin, United States

Equity Design Group Contact Details

Name Title LinkedIn Phone Email
Jason Hohenstein Financial Advisor
Matthew Alexander Financial Advisor
Nicholas Snow Financial Advisor
Requires/Intent
Document Management & E-signature Solutions
Wealth Management
and more

7. Independence Capital, Llc.

Industry: Financial Services

Location: Wausau, Wisconsin

Website: independence-capital.net

Company Size: 1-10

Company Address: 500 North 3rd Street, Wausau, Wisconsin, United States

Independence Capital, Llc. Contact Details

Name Title LinkedIn Phone Email
Frank Sus Vice President
Requires/Intent
HR & Talent Acquisition
Fraud Detection & Prevention
Customer Relationship Management (CRM)
Insurance & Underwriting Services
Risk Management & Compliance
and more

8. Hermening Financial Group

Industry: Financial Services

Location: Wausau, Wisconsin

Website: hermeningfinancialgroup.com

Company Founded: 1989

Company Size: 1-10

Company Address: 200 Washington Street, Wausau, Wisconsin, United States

Hermening Financial Group Contact Details

Name Title LinkedIn Phone Email
Bryon Graff Associate Financial Advisor
Kim Payne Operations Director
Wendy Hermening Executive Assistant
James Miller Wealth Manager
Requires/Intent
Financial Forecasting & Modeling
Digital Payment & Subscription Solutions
Loan Origination & Servicing Platforms
Compliance & Regulatory Advisory
Mortgage & Loan Processing
and more

9. Hoff Private Wealth

Industry: Financial Services

Location: Wausau, Wisconsin

Website: hoffwealth.com

Company Founded: 2019

Company Size: 1-10

Company Address: 505 South 24th Avenue, Wausau, Wisconsin, United States

Hoff Private Wealth Contact Details

Name Title LinkedIn Phone Email
Alexandria Fehlandt Executive Assistant
Requires/Intent
Financial Auditing & Reporting
Investment Advisory
Compliance & Regulatory Advisory
and more

10. Bay Finance

Industry: Financial Services

Location: Wausau, Wisconsin

Website: bayfinance.net

Company Size: 1-10

Company Address: 1 Corporate Drive, Wausau, Wisconsin, United States

Bay Finance Contact Details

Name Title LinkedIn Phone Email
Amanda Woodford Indirect Lending
Requires/Intent
Portfolio Management
Wealth Management
Performance Tracking & KPI Analytics
Marketing Services
Mergers & Acquisitions Advisory
and more

11. Color Vision Printing

Industry: Financial Services

Location: Wausau, Wisconsin

Website: colorvisionprinting.com

Company Size: 1-10

Company Address: P/o Box 843, Wausau, Wisconsin, United States

Color Vision Printing Contact Details

Name Title LinkedIn Phone Email
Betsy Kaiser Customer Service Representative
Becky Hanson Estimator
Greg Klukas Marketing, Advertising, Print And Promotional
Requires/Intent
Financial Auditing & Reporting
Omnichannel Customer Support
Portfolio Management
Financial Forecasting & Modeling
and more

12. Midwest Professional Planners, Ltd.

Industry: Financial Services

Location: Wausau, Wisconsin

Website: mpplplan.com

Company Size: 11-50

Company Address: 2610 Stewart Avenue, Wausau, Wisconsin, United States

Midwest Professional Planners, Ltd. Contact Details

Name Title LinkedIn Phone Email
Marcia Schmidt Senior Manager, Vice President Of Compliance, Human Resource Manager, Director
Peter Clark Support Advisor
Brian Wallschlaeger Network Administrator
Dan Nguyen Investment Strategist And Chief Investment Officer
Heather Jacobson Customer Service Specialist
Brian Wallschlaeger Network Administrator
Requires/Intent
IoT-enabled Smart Banking Solutions
Treasury & Cash Flow Management
Digital Payment & Subscription Solutions
and more

13. Buska Retirement Solutions, Inc.

Industry: Financial Services

Location: Wausau, Wisconsin

Company Founded: 1980

Company Size: 1-10

Buska Retirement Solutions, Inc. Contact Details

Name Title LinkedIn Phone Email
Bob Graveen Administrative Assistant
Carl Van Setters Director Of Accounting
Requires/Intent
Customer Relationship Management (CRM)
Omnichannel Customer Support
Insurance & Underwriting Services
Debt Collection & Recovery
Online Advertising & SEO
and more

14. Marathon County Employees Credit Union

Industry: Financial Services

Location: Wausau, Wisconsin

Website: mcecu.org

Company Size: 11-50

Company Address: 400 East Thomas Street, Wausau, Wisconsin, United States

Marathon County Employees Credit Union Contact Details

Name Title LinkedIn Phone Email
Jami Olcott President And Chief Executive Officer
Requires/Intent
Mortgage & Loan Processing
Technology Consulting
Legal Compliance & Advisory
and more
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Wausau Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 J David Christenson Connexus Credit Union President And Chief Executive Officer
2 Adam Dykman Connexus Credit Union Senior Vice President Of Member Services At Connexus Credit Union
3 Paul Kurth Connexus Credit Union Digital Branch Manager
4 Amber Siewert Connexus Credit Union Vice President Of Project Management And Facilities
5 Paul Zyla Connexus Credit Union Senior Vice President - Information Systems And Technology
6 Nic Babl Connexus Credit Union Digital, Email, And Marketing Automation Specialist
7 Tania Hargraves Connexus Credit Union Email Marketing Specialist
8 Joann Draeger Incrediblebank Vice President Business Banking
9 Todd Nagel Incrediblebank Chief Executive Officer And President
10 James Lahti Incrediblebank Evp, Business Banking
11 Kim Berens Incrediblebank Marketing Manager
12 Jennifer Benson Incrediblebank Vice President - Compliance Officer, Bsa And Aml Officer
13 Susan Ryman Incrediblebank Market Manager
14 Angela Stephens Incrediblebank Director Of Home Lending
15 Daniel Peter Aqua Finance, Inc. Manager Of Training And Development
16 Stephen Kreul Aqua Finance, Inc. It Engineer And Technician Services Lead
17 Amanda Ellenbecker Aqua Finance, Inc. Vice President Of Funding
18 Brett Yirkovsky Aqua Finance, Inc. Assistant Vice President - It
19 Amanda Heiner Aqua Finance, Inc. Credit Team Lead
20 Kim Antell Aqua Finance, Inc. Sales And Marketing Team Lead
21 Tim Buettner Aqua Finance, Inc. Assistant Credit Manager
22 Adam Karcz River Valley Bank Home Lender
23 John Griffin River Valley Bank Vice President Business Banking
24 Kim Kohlbeck River Valley Bank Marketing Manager
25 Robin Hegg River Valley Bank Senior Vice President And Chief Human Resources Officer
26 Stephanie Goetsch River Valley Bank Organizational Development | Learning Experience Designer
27 Dennis Bertolotti River Valley Bank System Administrator
28 Steve Sponem River Valley Bank Mortgage Banker
29 Brian Resch Mppl Financial Financial Advisor And Retirement Plans Manager
30 Crpsâ Brian Resch Mppl Financial Financial Advisor And Retirement Plans Manager
31 Jeff Ottosen Mppl Financial Vice President Operations
32 Cory Wokasch Mppl Financial Support Advisor
33 Della Stegall Mppl Financial Financial Advisor
34 Cathy Albrecht Mppl Financial Client Reports Administrator
35 Peter Lucht Mppl Financial Intern And Filing
36 Jason Hohenstein Equity Design Group Financial Advisor
37 Matthew Alexander Equity Design Group Financial Advisor
38 Nicholas Snow Equity Design Group Financial Advisor
39 Frank Sus Independence Capital, Llc. Vice President
40 Bryon Graff Hermening Financial Group Associate Financial Advisor

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 Waukesha 3248
7 Financial services Companies in La Crosse 464
8 Financial services Companies in Middleton 1856
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