Top 5 Financial Services Companies in Wauwatosa

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

Financial Services Companies in Wauwatosa

1. Wipfli Financial Advisors

Industry: Financial Services

Location: Wauwatosa, Wisconsin

Website: wipflifinancial.com

Company Founded: 1999

Company Size: 51-200

Company Address: 10000 West Innovation Drive, Wauwatosa, Wisconsin, United States

Wipfli Financial Advisors Contact Details

Name Title LinkedIn Phone Email
John Shevlin Financial Advisor
Nate Wenner Cpa, Pfs, Cfp, Cima -- Principal
Rachel Reinhart Senior Recruitment Specialist
Chsnc Ryan Mcguire Senior Financial Advisor
Allison Moeschberger Associate Advisor
Blake Faust Retirement Plan Services Leader
Cole Gustke Financial Advisor
Requires/Intent and 24 more Employees
Quality Control & Assurance
Tax Planning & Strategy
and more

2. Brian Kludt Cross Country Mortgage

Industry: Financial Services

Location: Wauwatosa, Wisconsin

Website: briankludt.com

Company Size: 1-10

Company Address: 10001 West Innovation Drive, Wauwatosa, Wisconsin, United States

Brian Kludt Cross Country Mortgage Contact Details

Name Title LinkedIn Phone Email
Chris Smart Mortgage Loan Officer
Requires/Intent
Marketing Services
Treasury & Cash Flow Management
and more

3. Premier Financial Management Services

Industry: Financial Services

Location: Wauwatosa, Wisconsin

Website: premier-fms.com

Company Size: 11-50

Company Address: 10425 West North Avenue, Wauwatosa, Wisconsin, United States

Premier Financial Management Services Contact Details

Name Title LinkedIn Phone Email
Naomi Sumner Client Care Supervisor
Requires/Intent
Branding & Public Relations
Investment Advisory
Wealth Management
HR & Talent Acquisition
Cloud Computing Solutions
and more

Wauwatosa Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 John Shevlin Wipfli Financial Advisors Financial Advisor
2 Nate Wenner Wipfli Financial Advisors Cpa, Pfs, Cfp, Cima -- Principal
3 Rachel Reinhart Wipfli Financial Advisors Senior Recruitment Specialist
4 Chsnc Ryan Mcguire Wipfli Financial Advisors Senior Financial Advisor
5 Allison Moeschberger Wipfli Financial Advisors Associate Advisor
6 Blake Faust Wipfli Financial Advisors Retirement Plan Services Leader
7 Cole Gustke Wipfli Financial Advisors Financial Advisor
8 Chris Smart Brian Kludt Cross Country Mortgage Mortgage Loan Officer
9 Naomi Sumner Premier Financial Management Services Client Care Supervisor