Top 100 Investment Management Startups And Companies in Wisconsin

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Below is the list of Top 100 Investment Management Startups And Companies in Wisconsin ranked based on company size, client reviews, services, and awards.

Investment Management Startups And Companies in Wisconsin

1. Artisan Partners

Industry: Investment Management

Location: Wisconsin

Website: artisanpartners.com

Company Founded: 1994

Company Size: 201-500

Company Address: 875 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Artisan Partners Contact Details

Name Title LinkedIn Phone Email
Linnea Bielinski Settlement Specialist
Sara Boyle Human Capital Leader
Rod Brower Head Of Esg Integration
Nick Kummer Director â Midwest Region | Intermediary Client Services
Jay Warner Associate Portfolio Manager
Scott Nelson Director - National Accounts
Mary Haag Associate
Requires/Intent and 106 more Employees
IT Support
Mobile App Development
HR & Payroll Services
Sales
Legal
and more

2. State Of Wisconsin Investment Board

Industry: Investment Management

Location: Wisconsin

Company Founded: 1951

Company Size: 51-200

Company Address: 121 East Wilson, Madison, Wisconsin, United States

State Of Wisconsin Investment Board Contact Details

Name Title LinkedIn Phone Email
Brian Nobis Private Equity Senior Investment Officer
Victoria Tucker Recruiting Director
Tunc Dayioglu Managing Analyst
Samir Datta Director, Financial Planning And Analysis
Michael Ebeling Managing Analyst-global Technology Sector
Chris Eckerman Portfolio Manager - Private Equity Co-investments
Chris Prestigiacomo Portfolio Manager
Requires/Intent and 63 more Employees
Financial Due Diligence
IoT
Institutional Asset Management
CRM Systems
and more

3. Cuna Brokerage Services, Inc

Industry: Investment Management

Location: Wisconsin

Website: cunabrokerage.com

Company Founded: 1985

Company Size: 201-500

Company Address: 5910 Mineral Point, Madison, Wisconsin, United States

Cuna Brokerage Services, Inc Contact Details

Name Title LinkedIn Phone Email
Paula Jurcenko Director Of Product Strategy
Blaire Puls Compliance Analyst Iii
Lutcf Ric Pearson Senior Consultant, The Center For Advisor Excellence
Cameron Clark Financial Advisor
Cameron Clark Financial Advisor
David Fitzgerald Financial Advisor
Stephen Martin Financial Advisor
Requires/Intent and 61 more Employees
Web Development
Automation
E-commerce Integration
Hedge Fund Strategies
IPO Advisory
and more

4. Annex Wealth Management

Industry: Investment Management

Location: Wisconsin

Website: annexwealth.com

Company Size: 51-200

Company Address: 12700 West Bluemound Road, Elm Grove, Wisconsin, United States

Annex Wealth Management Contact Details

Name Title LinkedIn Phone Email
Dave Spano Cfpà  , President
Mark Pent Branch Director
Danny Clayton Marketing Content Manager
Jackie Sklenar Branch Director
Suzy Paasch Associate Wealth Manager
Erin Reid Human Resources Generalist
Jack Hauser Financial Planning Specialist
Requires/Intent and 21 more Employees
Cloud Hosting
Alternative Investment Consulting
Market Research
AI
and more

5. Mlg Capital

Industry: Investment Management

Location: Wisconsin

Website: mlgcapital.com

Company Founded: 1987

Company Size: 51-200

Company Address: 13400 Bishops Lane, Brookfield, Wisconsin, United States

Mlg Capital Contact Details

Name Title LinkedIn Phone Email
Andy Bruce Principal
Cheryl Pabich Marketing Manager
Mike Mooney Chairman
Alex Brackman Assistant Vice President
Jim Mueller Associate General Counsel
Jordan Hawley Investment Analyst Intern
Jasmine Gladney Financial Accountant
Requires/Intent and 25 more Employees
Public Relations
ERP Solutions
Advertising
Market Research
and more

6. Madison Investment Advisors

Industry: Investment Management

Location: Wisconsin

Website: madisonadv.com

Company Founded: 1974

Company Size: 51-200

Company Address: 550 Science Drive, Madison, Wisconsin, United States

Madison Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Mike Glatkowski National Sales Director
Maya Bittar Portfolio Manager
Crcp Tim Mcdowell Chief Compliance Officer, Mfd Distributor, Llc
Mark Henrickson Chief Financial Officer
Omeade Hekmat Chief Operating Officer
Courtney Dean Vice President, Director Of Strategic Accounts
Chris Schroeder Fixed Income Portfolio Manager
Requires/Intent and 21 more Employees
Investor Relations & Reporting
Risk Management & Compliance
Web Development
Market Research
AI Chatbots
and more

7. Fiduciary Management, Inc. (fmi)

Industry: Investment Management

Location: Wisconsin

Website: fiduciarymgt.com

Company Founded: 1980

Company Size: 11-50

Company Address: 100 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Fiduciary Management, Inc. (fmi) Contact Details

Name Title LinkedIn Phone Email
Bladen Burns Partner
Mike Stanley Partner
Carrie Nichols Vice President - Client Service
Ryan Ladwig Operations And Compliance Officer
Drew Peterson Vice President - Client Service
Alexandra Syvrud Client Service Associate
Jessica Taske Vice President - Administration
Requires/Intent and 6 more Employees
Cybersecurity Solutions
Digital Marketing
and more

8. Heartland Advisors, Inc.

Industry: Investment Management

Location: Wisconsin

Website: heartlandadvisors.com

Company Founded: 1983

Company Size: 11-50

Company Address: 790 North Water Street, Milwaukee, Wisconsin, United States

Heartland Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Nicole Best Senior Vice President, Chief Financial Officer And Chief Administrative Officer
Colin Mcwey Portfolio Manager
Bill Nasgovitz Chairman, Chief Information Officer And Portfolio Manager
Troy Mcglone Vice President And Portfolio Manager
Pat Dowling Vice President - Information Systems
Erin Turtenwald Corporate Controller
Linda Lorenz Portfolio Accounting Manager
Requires/Intent and 5 more Employees
AI
Cloud Hosting
Digital Asset & Cryptocurrency Investment
Global Market Trend Analysis
Technology
and more

9. Dana Investment Advisors

Industry: Investment Management

Location: Wisconsin

Website: danainvestment.com

Company Founded: 1980

Company Size: 11-50

Company Address: 20700 West Swenson Drive, Waukesha, Wisconsin, United States

Dana Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Mark Mirsberger Chief Executive Officer
Rocco Fiordelisi Senior Vice President - Managing Director Of Key Account Sales And Marketing
J Joseph Veranth Chief Investment Officer
Dave Mazza Vice President - Director Of Fixed Income Sales And Marketing
Sean Mcleod Senior Equity Analyst
David Stamm Senior Vice President - Portfolio Manager
John Hamlin Senior Vice President
Requires/Intent and 21 more Employees
Global Market Trend Analysis
M&A Advisory
Institutional Asset Management
and more

10. Landaas & Company

Industry: Investment Management

Location: Wisconsin

Website: landaas.com

Company Founded: 1984

Company Size: 11-50

Company Address: 411 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Landaas & Company Contact Details

Name Title LinkedIn Phone Email
Brian Kilb Senior Vice President
Dave Sandstrom Vice President
Steven Giles Vice President At Landaas And Company
Tom Pappenfus Investment Advisor
Mike Hoelzl Registered Representative
Lauren Neese Executive Assistant
Arthur Rothschild Vice President
Requires/Intent and 16 more Employees
IoT
M&A Advisory
and more

11. Stark Investments

Industry: Investment Management

Location: Wisconsin

Company Founded: 1992

Company Size: 11-50

Stark Investments Contact Details

Name Title LinkedIn Phone Email
Moe Farhoud Owner
Ryan Anderson Chief Compliance Officer And Anti-money Laundering Compliance Officer For A Sec Registered Investment Advisor
Benjamin Evers Trading Assistant
Dawn Ratelle Reconciliation Manager
Brett Black Senior Compliance Officer
Brandon Konop Senior Software Engineer
Tammy Fabitz Communications Engineer
Requires/Intent and 18 more Employees
M&A Advisory
Digital Asset & Cryptocurrency Investment
and more

12. Pegasus Partners Ltd

Industry: Investment Management

Location: Wisconsin

Website: pegpartnersltd.com

Company Founded: 2015

Company Size: 11-50

Company Address: 1501 West Market Street, Mequon, Wisconsin, United States

Pegasus Partners Ltd Contact Details

Name Title LinkedIn Phone Email
John Kennedy Wealth Advisor For Individuals, Families And Foundations
Bill Wernecke Director, Wealth Management Services At Pegasus Partners Ltd
Brian Leadley Wealth Advisor
Matthew Haas Chief Operations Officer And Wealth Advisor
John Hedrick Investment Analyst
Al Mathews Wealth Advisor
Requires/Intent
ERP Solutions
FinTech Solutions For Investment Firms
and more

13. Woodgreen Advisors

Industry: Investment Management

Location: Wisconsin

Website: woodgreenadvisors.com

Company Founded: 2017

Company Size: 1-10

Company Address: 6677 North Sidney Place, Milwaukee, Wisconsin, United States

Woodgreen Advisors Contact Details

Name Title LinkedIn Phone Email
Kilby Williamson Managing Partner
Requires/Intent
Compliance & Risk Management
ERP Solutions
and more

14. Conscious Capital Management

Industry: Investment Management

Location: Wisconsin

Website: ccminvestment.com

Company Founded: 2011

Company Size: 1-10

Company Address: 6314 Odana Road, Madison, Wisconsin, United States

Conscious Capital Management Contact Details

Name Title LinkedIn Phone Email
Brian Bengry President
Requires/Intent
IoT
Digital Asset & Cryptocurrency Investment
Sales
Hedge Fund Strategies
and more

15. Thompson Investment Management, Inc.

Industry: Investment Management

Location: Wisconsin

Website: thompsoninvest.com

Company Founded: 2004

Company Size: 11-50

Company Address: 1255 Fourier Drive, Madison, Wisconsin, United States

Thompson Investment Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Morgan Mueller Retirement Plan Specialist At Thompson Investment Management, Inc
Patsy Endres Fund Accountant
Amy Cameron Senior Investment Accountant
Ethan Hill Senior Security Trader
Becky Henkel Senior Account Administrator
Jason Stephens Portfolio Manager And Chief Executive Officer
Dan Bagin Research Analyst
Requires/Intent and 6 more Employees
AI-Powered Financial Forecasting
IPO Advisory
Investor Relations & Reporting
and more

16. Northwest Passage Capital Advisors

Industry: Investment Management

Location: Wisconsin

Website: nwpcapital.com

Company Founded: 2013

Company Size: 1-10

Company Address: 172 North Broadway, Milwaukee, Wisconsin, United States

Northwest Passage Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Michael Mcguire Partner
Rocio Diaz Investment Analyst And Trader
Murph Devane Analyst
Requires/Intent
IPO Advisory
Cloud Hosting
Software Development
Market Research
and more

17. Charterpoint Financial

Industry: Investment Management

Location: Wisconsin

Website: charterpointfinancial.com

Company Founded: 2020

Company Size: 1-10

Company Address: 700 3rd Street North, La Crosse, Wisconsin, United States

Charterpoint Financial Contact Details

Name Title LinkedIn Phone Email
Dan Odenbach Investment Professional
Michael Myers Investment Professional
Requires/Intent
Branding
IT Support
and more

18. Global View Capital Management, Ltd.

Industry: Investment Management

Location: Wisconsin

Website: gvcmanagement.com

Company Founded: 2011

Company Size: 51-200

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

Global View Capital Management, Ltd. Contact Details

Name Title LinkedIn Phone Email
Barry Arnold Investment Advisory Representative And Portfolio Manager And Research Analyst
Tim Schwister Executive Director
Stacey Swanson Associate Director, Life Insurance Provider
Aaron Larson Investment Advisor Representative, Insurance Agent, And Compliance Analyst
Matthew Stevens Director Of Marketing And Design
Debbie Keaton Associate Director
Tiffany Wilson Compliance And Operations Assistant, Receptionist
Requires/Intent
Web Development
Software Development
Risk Management & Compliance
and more

19. The Financial Group, Inc.

Industry: Investment Management

Location: Wisconsin

Website: tfgplan.com

Company Founded: 2005

Company Size: 1-10

Company Address: 625 North 8th Street, Sheboygan, Wisconsin, United States

The Financial Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Cfpâ Greg Casper Financial Advisor|owner
Requires/Intent
Business Expansion
E-commerce Integration
and more

20. Portside Investment Advisors

Industry: Investment Management

Location: Wisconsin

Company Founded: 2018

Company Size: 1-10

Company Address: 1009 West Glen, Mequon, Wisconsin, United States

Portside Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Eric Arvold Principal
Kathy Pederson Director
Requires/Intent
Compliance & Risk Management
Risk Management & Compliance
and more

21. Inventure Capital

Industry: Investment Management

Location: Wisconsin

Website: inventure-capital.com

Company Founded: 2009

Company Size: 1-10

Company Address: 2820 Walton Commons West, Madison, Wisconsin, United States

Inventure Capital Contact Details

Name Title LinkedIn Phone Email
Michael Thorson Co-founder And Managing Director
Requires/Intent
Compliance & Risk Management
Automation
Software Development
and more

22. Hendricks Holding Company, Inc.

Industry: Investment Management

Location: Wisconsin

Company Size: 11-50

Hendricks Holding Company, Inc. Contact Details

Name Title LinkedIn Phone Email
Jacob Stengel Asset Manager And Development And Acquisition And Leasing Specialist
Jon Coulter Managing Director At Hendricks Holding Company, Inc
Kim Bliss Vice President And Senior Advisor
Jamie Eley Accountant
Dave Erickson Office Manager And Assistant To President
Theresa Peer Accountant
Requires/Intent
Digital Marketing
Smart Contracts For Investment
IPO Advisory
CRM Systems
and more

23. Blackthorne Partners Ltd.

Industry: Investment Management

Location: Wisconsin

Website: blackthornepartners.com

Company Founded: 2007

Company Size: 1-10

Company Address: 375 Bishops Way, Brookfield, Wisconsin, United States

Blackthorne Partners Ltd. Contact Details

Name Title LinkedIn Phone Email
John Syburg Founder; Managing Partner
Requires/Intent
Legal
Smart Contracts For Investment
Market Research
and more

24. Lancaster Investments

Industry: Investment Management

Location: Wisconsin

Website: lancasterinvts.com

Company Founded: 2013

Company Size: 1-10

Company Address: 2 East Mifflin Street, Madison, Wisconsin, United States

Lancaster Investments Contact Details

Name Title LinkedIn Phone Email
Jon Lancaster Managing Director
Tracy Yaktus Project Development
Corbin Joyce Investment Analyst
Don Brumm Advisor
Requires/Intent
Robo-Advisors & AI Trading
Accounting
Portfolio Management Solutions
Compliance & Risk Management
Predictive Analytics
and more

25. Masa Partners

Industry: Investment Management

Location: Wisconsin

Website: masaimpact.com

Company Founded: 2015

Company Size: 1-10

Masa Partners Contact Details

Name Title LinkedIn Phone Email
Max Duckworth Co-founder
Requires/Intent
CRM Systems
Customer Relationship Management
and more

26. Golden Angels Investors

Industry: Investment Management

Location: Wisconsin

Website: goldenangelsinvestors.com

Company Founded: 2002

Company Size: 51-200

Company Address: 250 North Sunnyslope Road, Brookfield, Wisconsin, United States

Golden Angels Investors Contact Details

Name Title LinkedIn Phone Email
Ben Murphy Advisor
George Mosher Investor
William Hunter Member
Requires/Intent
Accounting
Hedge Fund Strategies
Institutional Asset Management
and more

27. Entasis Asset Management

Industry: Investment Management

Location: Wisconsin

Website: entasisam.com

Company Founded: 2016

Company Size: 1-10

Company Address: 300 North Corporate Drive, Brookfield, Wisconsin, United States

Entasis Asset Management Contact Details

Name Title LinkedIn Phone Email
Bob Batchelor Chief Executive Officer And Co-founder
Charles Batchelor Co-founder And Chief Investment Officer - Equity
Mike Peters Chief Investment Officer Of Fixed Income
Requires/Intent
Portfolio Management Solutions
Global Market Trend Analysis
and more

28. Retirement Plan Solutions

Industry: Investment Management

Location: Wisconsin

Website: rplansolutions.com

Company Founded: 2004

Company Size: 1-10

Company Address: 734 Clinton Street, Waukesha, Wisconsin, United States

Retirement Plan Solutions Contact Details

Name Title LinkedIn Phone Email
Ppc Erik Swenson President- Retirement Plan Solutions, Qualified Plan Consulting Specialists
Carol Strehlow Shareholder; Managing Director And Vice President Of Operations
Requires/Intent
Accounting
Cloud Hosting
CRM Systems
FinTech Solutions For Investment Firms
and more

29. Jacobus Wealth Management

Industry: Investment Management

Location: Wisconsin

Website: jwmfamilyoffices.com

Company Size: 51-200

Company Address: 2323 North Mayfair Road, Milwaukee, Wisconsin, United States

Jacobus Wealth Management Contact Details

Name Title LinkedIn Phone Email
Nicholas Wilson Vice Chairman
Nick Wilson Managing Director
Peter Bach Chairman And Chief Executive Officer
Stephanie Stein Administrative Manager
Requires/Intent
Robo-Advisors & AI Trading
Alternative Investment Consulting
and more

30. Client First Tax And Wealth Advisors

Industry: Investment Management

Location: Wisconsin

Website: clientfirsttaxandwealth.com

Company Founded: 2011

Company Size: 11-50

Company Address: 215 North Main Street, West Bend, Wisconsin, United States

Client First Tax And Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Keri Seiler Insurance Specialist
Ian Mcmillan Market Technician
Greta Wagner Tax Professional
Requires/Intent
Branding
AI Chatbots
Sales
and more

31. Marietta Investment Partners, Llc

Industry: Investment Management

Location: Wisconsin

Website: mariettallc.com

Company Founded: 2000

Company Size: 1-10

Company Address: 100 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Marietta Investment Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Jacob Harley Private Wealth Management - Equity Research Intern
Mary Allmon Portfolio Manager
Lori Brook Partner
Lori Brook Operations Manager
John Evans Founder And Managing Partner
Robert Pieters Marketing Representative
Requires/Intent
Smart Contracts For Investment
IT Support
and more

32. Aegis Wealth Advisors, Llc

Industry: Investment Management

Location: Wisconsin

Website: aegiswealthadvisors.com

Company Founded: 2005

Company Size: 1-10

Company Address: 1208 State Road, Hartland, Wisconsin, United States

Aegis Wealth Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Timothy Stasinoulias Owner,financial Advisor, Investment Manager, And Retirement Professional
Tom Mauthe Medicare Supplement And Health Insurance Agent And Broker
Vanessa Dinamarca Office Manager
Requires/Intent
Smart Contracts For Investment
Tax Optimization For Investments
AI Chatbots
and more

33. Xponential Ventures

Industry: Investment Management

Location: Wisconsin

Website: xponential-ventures.com

Company Founded: 2017

Company Size: 1-10

Company Address: 10936 Port Washington Road, Mequon, Wisconsin, United States

Xponential Ventures Contact Details

Name Title LinkedIn Phone Email
Bob Tatterson President
Requires/Intent
Alternative Investment Consulting
Cloud Hosting
Predictive Analytics
AI-Based Credit Risk Assessment
and more

34. Corporate Group, Inc.

Industry: Investment Management

Location: Wisconsin

Website: corporategroupinc.com

Company Founded: 1933

Company Size: 1-10

Company Address: 7123 West Calumet Road, Milwaukee, Wisconsin, United States

Corporate Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Bill Gebhardt President And Chief Executive Officer
Shelley Mcgrew Marketing Manager At Corporate Group Inc
Nathan Allerheiligen Chief Financial Officer At Corporate Group Inc | Top-level Executive | Cash Flow And Financial P
Pattie Paluczak Executive Assistant
Requires/Intent
Institutional Asset Management
Global Market Trend Analysis
ESG Investing & Impact Analysis
Financial Management
and more

35. Fortress Partners

Industry: Investment Management

Location: Wisconsin

Website: fortresspartners.com

Company Size: 1-10

Company Address: 700 Walnut Ridge Drive, Hartland, Wisconsin, United States

Fortress Partners Contact Details

Name Title LinkedIn Phone Email
Jon Bruss Managing Principal And Chief Executive Officer
Requires/Intent
Institutional Asset Management
CRM Systems
and more

36. Yahara Wealth Management Llc

Industry: Investment Management

Location: Wisconsin

Website: yaharawealth.com

Company Founded: 2013

Company Size: 1-10

Company Address: 725 Heartland Trail, Madison, Wisconsin, United States

Yahara Wealth Management Llc Contact Details

Name Title LinkedIn Phone Email
Leonard Barry Founder And President, Yahara Wealth Management Llc
Andrew Crone Associate Wealth Advisor
Andrew Crone Associate Wealth Advisor
Requires/Intent
Mobile App Development
Automation
and more

37. Tower View Investment Management

Industry: Investment Management

Location: Wisconsin

Website: tower-view.com

Company Founded: 1999

Company Size: 1-10

Company Address: 1660 North Prospect Avenue, Milwaukee, Wisconsin, United States

Tower View Investment Management Contact Details

Name Title LinkedIn Phone Email
Amanda Robl Chief Operating Officer
Raman Ghei Managing Director
Requires/Intent
CRM Systems
SEO
and more

38. Broadview Advisors, Llc

Industry: Investment Management

Location: Wisconsin

Website: broadviewadvisors.com

Company Size: 11-50

Company Address: 100 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Broadview Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Angie Pingel General Counsel And Chief Compliance Officer
Paul Baures Director Of Operations
Owen Hill Vice President
Glenn Primack Executive Vice President
Requires/Intent
Cybersecurity Solutions
Institutional Asset Management
Digital Marketing
Financial Due Diligence
and more

39. Mosaic Financial Group

Industry: Investment Management

Location: Wisconsin

Company Size: 1-10

Company Address: 100 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Mosaic Financial Group Contact Details

Name Title LinkedIn Phone Email
Soo Schreiber Associate Wealth Management Advisor
Amy Bernstrom Associate Wealth Management Advisor
Requires/Intent
Technology
AI-Based Credit Risk Assessment
Financial Management
and more

40. 2nd Market Capital Advisory Corporation

Industry: Investment Management

Location: Wisconsin

Website: 2ndmarketcapital.com

Company Founded: 1991

Company Size: 1-10

Company Address: 650 North High Point Road, Madison, Wisconsin, United States

2nd Market Capital Advisory Corporation Contact Details

Name Title LinkedIn Phone Email
Simon Bowler Chief Communications Officer
Dane Bowler Chief Information Officer
Requires/Intent
Investor Relations & Reporting
AI Chatbots
Mobile App Development
and more

41. Geneva Capital Management Ltd

Industry: Investment Management

Location: Wisconsin

Website: gcmltd.com

Company Size: 11-50

Company Address: 250 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Geneva Capital Management Ltd Contact Details

Name Title LinkedIn Phone Email
Ashley Ditmarsen Senior Equity Research Analyst
Katie Angel Senior Marketing And Proposal Specialist
Requires/Intent
High-Frequency Trading Solutions
Customer Relationship Management
Portfolio Management Solutions
IoT
ESG Investing & Impact Analysis
and more

42. Domo Capital Management

Industry: Investment Management

Location: Wisconsin

Website: domocapital.com

Company Founded: 2007

Company Size: 1-10

Domo Capital Management Contact Details

Name Title LinkedIn Phone Email
Justin Dopierala President And Founder And Portfolio Manager
Requires/Intent
ESG Investing & Impact Analysis
Public Relations
Hedge Fund Strategies
Financial Due Diligence
and more

43. M2 Blue Capital Co

Industry: Investment Management

Location: Wisconsin

Website: m2blue.co

Company Founded: 2020

Company Size: 1-10

M2 Blue Capital Co Contact Details

Name Title LinkedIn Phone Email
Matt Francis Head Coach
Requires/Intent
Private Wealth Management
Investor Relations & Reporting
and more

44. Hair Decisions Oasis Spa

Industry: Investment Management

Location: Wisconsin

Website: hairdecisions.com

Company Size: 1-10

Company Address: 12438 West National Avenue, New Berlin, Wisconsin, United States

Hair Decisions Oasis Spa Contact Details

Name Title LinkedIn Phone Email
Denise Stokes Owner
Requires/Intent
Technology
IT Support
Predictive Analytics
Robo-Advisors & AI Trading
Data Security
and more

45. Vogel Consulting

Industry: Investment Management

Location: Wisconsin

Website: vogelcg.com

Company Founded: 1993

Company Size: 11-50

Company Address: 3415 Gateway Road, Brookfield, Wisconsin, United States

Vogel Consulting Contact Details

Name Title LinkedIn Phone Email
Meng Tang Staff Accountant
Benjamin Dewinter Family Office Advisor
Debbie Dziadosz Manager Of Investments
Lynn Henck Director
Barbara Langkau Client Service Director
Requires/Intent
Tax Optimization For Investments
Financial Due Diligence
and more

46. Progress Capital Group

Industry: Investment Management

Location: Wisconsin

Website: procapgroup.com

Company Founded: 2012

Company Size: 1-10

Progress Capital Group Contact Details

Name Title LinkedIn Phone Email
Richard Ruffo Founder And Managing Director
Requires/Intent
Predictive Analytics
Hedge Fund Strategies
and more

47. Sumnicht Hedge Fund Advisers

Industry: Investment Management

Location: Wisconsin

Company Size: 1-10

Sumnicht Hedge Fund Advisers Contact Details

Name Title LinkedIn Phone Email
David Hackney Managing Director
Requires/Intent
Business Expansion
FinTech Solutions For Investment Firms
Data Security
Risk Management & Compliance
Alternative Investment Consulting
and more

48. Global Value Investment Corp.

Industry: Investment Management

Location: Wisconsin

Website: gvi-corp.com

Company Founded: 2007

Company Size: 1-10

Company Address: 1433 North Water Street, Milwaukee, Wisconsin, United States

Global Value Investment Corp. Contact Details

Name Title LinkedIn Phone Email
Tom Molosky Vice President - Investment Advisory
Kathy Geygan Vice President And Public Relations
Requires/Intent
Alternative Investment Consulting
Sales
Predictive Analytics
IPO Advisory
and more

49. Wisconsin Capital Management

Industry: Investment Management

Location: Wisconsin

Website: wiscap.com

Company Founded: 1984

Company Size: 1-10

Company Address: 8020 Excelsior Drive, Madison, Wisconsin, United States

Wisconsin Capital Management Contact Details

Name Title LinkedIn Phone Email
Daniel Bütz Analyst
Penny Hart Client Service Manager
Gregory Washington Senior Technician
Requires/Intent
Financial Management
Sales
Branding
Public Relations
and more

50. Godsell & Hughes Financial, Inc.

Industry: Investment Management

Location: Wisconsin

Company Size: 11-50

Company Address: 18650 West Corporate Drive, Brookfield, Wisconsin, United States

Godsell & Hughes Financial, Inc. Contact Details

Name Title LinkedIn Phone Email
Sarah Greco Accounting Manager
Requires/Intent
Data Security
Global Market Trend Analysis
Software Development
and more

51. Wisconsin Investment Partners

Industry: Investment Management

Location: Wisconsin

Website: metabiologics.com

Company Founded: 2000

Company Size: 1-10

Company Address: P/o Box 45919, Madison, Wisconsin, United States

Wisconsin Investment Partners Contact Details

Name Title LinkedIn Phone Email
Bob Wood Co-manager
Requires/Intent
Smart Contracts For Investment
Branding
and more

52. Kenmare Management, L.p.

Industry: Investment Management

Location: Wisconsin

Company Size: 1-10

Company Address: 2271 South Lake Michigan Drive, Sturgeon Bay, Wisconsin, United States

Kenmare Management, L.p. Contact Details

Name Title LinkedIn Phone Email
Greg Grinberg Chief Financial Officer
Requires/Intent
FinTech Solutions For Investment Firms
Business Expansion
AI
Software Development
and more

53. Evologic Investment Advisors

Industry: Investment Management

Location: Wisconsin

Website: evologic.biz

Company Founded: 2013

Company Size: 1-10

Company Address: 7038 North Trenton Road, West Bend, Wisconsin, United States

Evologic Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Nathan Mueller Investment Advisor
Requires/Intent
Cybersecurity Solutions
AI
Business Expansion
Hedge Fund Strategies
IoT
and more

54. Ijohannes

Industry: Investment Management

Location: Wisconsin

Website: ijohannes.com

Company Founded: 2014

Company Size: 1-10

Company Address: 305 Bauer Court, Wisconsin Dells, Wisconsin, United States

Ijohannes Contact Details

Name Title LinkedIn Phone Email
Henry Johannes General Manager
Requires/Intent
HR & Payroll Services
Institutional Asset Management
and more

55. Mersberger Financial Group

Industry: Investment Management

Location: Wisconsin

Website: mersbergerfinancialgrp.com

Company Founded: 1994

Company Size: 11-50

Company Address: 517 Monroe Street, Sheboygan Falls, Wisconsin, United States

Mersberger Financial Group Contact Details

Name Title LinkedIn Phone Email
Lutcf Peter J. Mersberger Chief Executive Officer And President And Financial Advisor At Mersberger Financial Group
Andrea Zoeller Financial Advisor
Joy Bridson Client Relations Specialist
Debby Morgan Client Relations Specialist
Rose Berlowski Administrative Assistant
Marilyn Mersberger Vice President
Michelle Murray Research Analyst And Advisor
Requires/Intent
Market Research
Cybersecurity Solutions
and more

56. Warden Wealth Management

Industry: Investment Management

Location: Wisconsin

Website: wardenwealth.com

Company Founded: 2008

Company Size: 1-10

Warden Wealth Management Contact Details

Name Title LinkedIn Phone Email
Tom Warden President
Requires/Intent
Web Development
IoT
AI-Based Credit Risk Assessment
E-commerce Integration
and more

57. Shillin Wealth Management

Industry: Investment Management

Location: Wisconsin

Website: shillinwealth.com

Company Founded: 2018

Company Size: 1-10

Company Address: 1476 Blazing Star Boulevard, Altoona, Wisconsin, United States

Shillin Wealth Management Contact Details

Name Title LinkedIn Phone Email
Chelsea Shillin Co-owner
Requires/Intent
Public Relations
Cloud Hosting
ERP Solutions
Cybersecurity Solutions
Financial Management
and more

58. Gci - Gary Comer Inc.

Industry: Investment Management

Location: Wisconsin

Website: gcionline.com

Company Founded: 1986

Company Size: 11-50

Gci - Gary Comer Inc. Contact Details

Name Title LinkedIn Phone Email
Phil Smith Manager Of Accounting And Investments
Kayla Gosh Payroll And Benefits Coordinator
Requires/Intent
Tax Optimization For Investments
M&A Advisory
Alternative Investment Consulting
Business Expansion
and more

59. Thompson Im Funds, Inc.

Industry: Investment Management

Location: Wisconsin

Company Founded: 1987

Company Size: 11-50

Company Address: P/o Box 701, Milwaukee, Wisconsin, United States

Thompson Im Funds, Inc. Contact Details

Name Title LinkedIn Phone Email
Sarah Baumgartner Assistant Secretary
Requires/Intent
Branding
IPO Advisory
Financial Due Diligence
HR & Payroll Services
and more

60. Voyager Capital Management

Industry: Investment Management

Location: Wisconsin

Website: voyagercapitalmgt.com

Company Founded: 1999

Company Size: 1-10

Company Address: 875 Townline Road, Lake Geneva, Wisconsin, United States

Voyager Capital Management Contact Details

Name Title LinkedIn Phone Email
Rachael Nickelsen Financial Advisor
Robert Anderson Principal
Darwin Logterman Portfolio Administrator
Jeff Syslack Financial Advisor
Requires/Intent
Cloud Solutions
Private Wealth Management
Advertising
Web Development
AI Chatbots
and more

61. Operose Partners

Industry: Investment Management

Location: Wisconsin

Website: operosepartners.com

Company Founded: 2017

Company Size: 1-10

Company Address: 735 North Water Street, Milwaukee, Wisconsin, United States

Operose Partners Contact Details

Name Title LinkedIn Phone Email
Kristin Stanek Director
Beth Raduenz Office Manager
Requires/Intent
Investor Relations & Reporting
ERP Solutions
Compliance & Risk Management
Web Development
Alternative Investment Consulting
and more

62. Johnson Wealth Management Llc

Industry: Investment Management

Location: Wisconsin

Website: johnsonwealth.net

Company Founded: 1964

Company Size: 1-10

Company Address: 1200 Centennial Centre Boulevard, Hobart, Wisconsin, United States

Johnson Wealth Management Llc Contact Details

Name Title LinkedIn Phone Email
Mitch Green Financial Advisor
Requires/Intent
Mobile App Development
Customer Relationship Management
and more

63. Manchester Investments

Industry: Investment Management

Location: Wisconsin

Website: manchesterinvestments.com

Company Size: 1-10

Company Address: 5623 Broad Street, Greendale, Wisconsin, United States

Manchester Investments Contact Details

Name Title LinkedIn Phone Email
Jacob Bill Wealth Management Advisor
Requires/Intent
SEO
Alternative Investment Consulting
Technology
and more

64. Legacy Private Trust Company

Industry: Investment Management

Location: Wisconsin

Website: lptrust.com

Company Founded: 2004

Company Size: 11-50

Legacy Private Trust Company Contact Details

Name Title LinkedIn Phone Email
Olivia Will Marketing Coordinator
Requires/Intent
Financial Management
Compliance & Risk Management
Portfolio Management Solutions
High-Frequency Trading Solutions
HR & Payroll Services
and more

65. Miles Timbers, Llc

Industry: Investment Management

Location: Wisconsin

Company Founded: 2012

Company Size: 1-10

Miles Timbers, Llc Contact Details

Name Title LinkedIn Phone Email
Brett Pape Principal And Portfolio Manager
Requires/Intent
IT Support
Investor Relations & Reporting
and more

66. Diversified Management Inc.

Industry: Investment Management

Location: Wisconsin

Website: diversifiedmanagement.com

Company Size: 1-10

Company Address: 222 East Erie Stree, Milwaukee, Wisconsin, United States

Diversified Management Inc. Contact Details

Name Title LinkedIn Phone Email
Kylee Paradowski Associate Advisor
Requires/Intent
Financial Management
Cloud Hosting
IT Support
and more

67. Algiq

Industry: Investment Management

Location: Wisconsin

Website: algiq.com

Company Founded: 2011

Company Size: 201-500

Company Address: 250 West Wisconsin Avenue, Milwaukee, Wisconsin, United States

Algiq Contact Details

Name Title LinkedIn Phone Email
Patrik Neuwirth Co-founder And Head Of Marketing
Requires/Intent
Legal
Cybersecurity Solutions
and more

68. Practical Portfolios Llc

Industry: Investment Management

Location: Wisconsin

Website: practicalportfolios.com

Company Founded: 2007

Company Size: 1-10

Company Address: 901 York Street, Manitowoc, Wisconsin, United States

Practical Portfolios Llc Contact Details

Name Title LinkedIn Phone Email
John Cress President
Requires/Intent
Investor Relations & Reporting
IT Support
Accounting
and more

69. Eissens & Haasl Financial Group

Industry: Investment Management

Location: Wisconsin

Website: eissensandhaasl.com

Company Size: 1-10

Company Address: 815 South Taylor Drive, Sheboygan, Wisconsin, United States

Eissens & Haasl Financial Group Contact Details

Name Title LinkedIn Phone Email
Dennis Haasl Financial Planner
Requires/Intent
AI-Powered Financial Forecasting
ESG Investing & Impact Analysis
and more

70. Investment Designers Inc.

Industry: Investment Management

Location: Wisconsin

Website: investmentdesigners.com

Company Founded: 1987

Company Size: 1-10

Company Address: 4311 North Lightning Drive, Appleton, Wisconsin, United States

Investment Designers Inc. Contact Details

Name Title LinkedIn Phone Email
Matt Klewer Financial Planner
Tom Nackers President
Requires/Intent
Institutional Asset Management
Advertising
ERP Solutions
Customer Relationship Management
Financial Due Diligence
and more

71. Noel Group

Industry: Investment Management

Location: Wisconsin

Website: noelgroup.com

Company Founded: 1985

Company Size: 51-200

Company Address: 1145 Clark Street, Stevens Point, Wisconsin, United States

Noel Group Contact Details

Name Title LinkedIn Phone Email
Cherri Goerlitz Travel Agent Concierge Ambassador And Berkshire Hathaway Travel Protection
Joann Esser Accountant
Madhu Sree Senior Software Engineer
Jessica Blomquist Ambassador
Sarah Wolfe Customer Service Representative
Sara Heath Call Center Manager
Wayne Gizzi Laborer
Requires/Intent and 2 more Employees
CRM Systems
Portfolio Management Solutions
and more

72. Nation Of Patriots

Industry: Investment Management

Location: Wisconsin

Website: nationofpatriots.com

Company Size: 1-10

Company Address: P/o Box 73, Sussex, Wisconsin, United States

Nation Of Patriots Contact Details

Name Title LinkedIn Phone Email
Rick Bitzer Vice President Operations
Requires/Intent
AI-Powered Financial Forecasting
Business Expansion
Global Market Trend Analysis
AI Chatbots
and more

73. Synergy Retirement Planning Strategies, Llc

Industry: Investment Management

Location: Wisconsin

Website: synergyretirementplanning.com

Company Founded: 2015

Company Size: 1-10

Company Address: 393 Red Cedar Street, Menomonie, Wisconsin, United States

Synergy Retirement Planning Strategies, Llc Contact Details

Name Title LinkedIn Phone Email
Christine Thomsen Assistant To Jon Kroening
Requires/Intent
Market Research
Alternative Investment Consulting
and more

74. Capital Innovations, Llc

Industry: Investment Management

Location: Wisconsin

Website: capinnovations.com

Company Founded: 2007

Company Size: 1-10

Company Address: 325 Forest Grove Drive, Pewaukee, Wisconsin, United States

Capital Innovations, Llc Contact Details

Name Title LinkedIn Phone Email
Muhammad Ahmed Emerging Markets Alternative Investment Analyst
Requires/Intent
Digital Marketing
Web Development
Portfolio Management Solutions
Customer Relationship Management
and more

75. Boardwalk Financial Strategies Llc

Industry: Investment Management

Location: Wisconsin

Website: boardwalk-fs.com

Company Founded: 2012

Company Size: 1-10

Company Address: 3215 Golf Road, Delafield, Wisconsin, United States

Boardwalk Financial Strategies Llc Contact Details

Name Title LinkedIn Phone Email
Amanda Routhieaux Senior Wealth Management Associate
Requires/Intent
AI Chatbots
Accounting
Automation
IoT
Private Wealth Management
and more

76. Professional Financial Management, Inc.

Industry: Investment Management

Location: Wisconsin

Website: pfmria.com

Company Founded: 2010

Company Size: 1-10

Company Address: 200 West Elm Drive, Little Chute, Wisconsin, United States

Professional Financial Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Kirt Rezek Wealth Advisor
Requires/Intent
AI-Based Credit Risk Assessment
Web Development
ESG Investing & Impact Analysis
and more

77. Wisconsin Interscholastic Athletic Association

Industry: Investment Management

Location: Wisconsin

Website: wiaawi.org

Company Size: 1-10

Company Address: 1939 South 108th Street, Milwaukee, Wisconsin, United States

Wisconsin Interscholastic Athletic Association Contact Details

Name Title LinkedIn Phone Email
Dave Bestul Wiaa Hockey Official
Requires/Intent
Software Development
Tax Optimization For Investments
and more

78. Eckoma Capital

Industry: Investment Management

Location: Wisconsin

Website: eckoma.com

Company Size: 1-10

Eckoma Capital Contact Details

Name Title LinkedIn Phone Email
Dana Eckstrom Partner
Requires/Intent
Cloud Solutions
Institutional Asset Management
Market Research
Data Security
and more

79. Anderson Dairy Inc

Industry: Investment Management

Location: Wisconsin

Company Size: 51-200

Company Address: W10966 Highway 10, Prescott, Wisconsin, United States

Anderson Dairy Inc Contact Details

Name Title LinkedIn Phone Email
Buddy Williams Sales
Elvis Alvarez Milk Runner At Anderson Dairy Inc
Anthony Singer Production Engineer And Machine Operator
Requires/Intent
Digital Asset & Cryptocurrency Investment
Accounting
Automation
Digital Marketing
Institutional Asset Management
and more

80. Access Investment Advisors

Industry: Investment Management

Location: Wisconsin

Website: accessinvestmentadvisors.com

Company Founded: 1995

Company Size: 1-10

Company Address: 4400 Calumet Avenue, Manitowoc, Wisconsin, United States

Access Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Margaret Stokes Client Support Specialist
Requires/Intent
Alternative Investment Consulting
Smart Contracts For Investment
Tax Optimization For Investments
and more

81. Pjs Investment Management

Industry: Investment Management

Location: Wisconsin

Website: pjsinvestment.com

Company Founded: 1981

Company Size: 11-50

Company Address: W62 N570 Washington Avenue, Cedarburg, Wisconsin, United States

Pjs Investment Management Contact Details

Name Title LinkedIn Phone Email
Kelly Mesarich Operations Manager
Patrick Sommerfield President, Chief Information Officer
Requires/Intent
Web Development
Legal
SEO
Robo-Advisors & AI Trading
Branding
and more

82. Suburban Capital Corp

Industry: Investment Management

Location: Wisconsin

Company Size: 1-10

Company Address: P/o Box 141, West Bend, Wisconsin, United States

Suburban Capital Corp Contact Details

Name Title LinkedIn Phone Email
Cindy Franklin Property Accountant
Requires/Intent
Mobile App Development
IoT
Legal
IPO Advisory
and more

83. Legacy Capital Partners, Inc

Industry: Investment Management

Location: Wisconsin

Website: legacycapitalpartners.net

Company Founded: 1972

Company Size: 1-10

Company Address: 1200 North Mayfair Road, Milwaukee, Wisconsin, United States

Legacy Capital Partners, Inc Contact Details

Name Title LinkedIn Phone Email
Jeff Brigman Executive Vice President, Secretary And Chief Compliance Officer
Requires/Intent
Cloud Hosting
Branding
Public Relations
Business Expansion
IoT
and more

84. Voit & Company Llc

Industry: Investment Management

Location: Wisconsin

Company Founded: 2000

Company Size: 1-10

Company Address: 235 North Executive Drive, Brookfield, Wisconsin, United States

Voit & Company Llc Contact Details

Name Title LinkedIn Phone Email
Cathy Lange Business Development | Relationship Manager | Investment Advisor Representative
Requires/Intent
E-commerce Integration
Digital Marketing
Data Security
HR & Payroll Services
AI-Based Credit Risk Assessment
and more

85. Greenpoint Asset Management

Industry: Investment Management

Location: Wisconsin

Website: greenpointfunds.com

Company Founded: 2013

Company Size: 1-10

Company Address: 1200 John Q Hammons Drive, Madison, Wisconsin, United States

Greenpoint Asset Management Contact Details

Name Title LinkedIn Phone Email
Michael Hull Managing Partner
Requires/Intent
Portfolio Management Solutions
CRM Systems
Financial Due Diligence
FinTech Solutions For Investment Firms
Global Market Trend Analysis
and more

86. Heartland Financial Associates, Llc

Industry: Investment Management

Location: Wisconsin

Website: heartlandfinancialwm.com

Company Founded: 2015

Company Size: 1-10

Heartland Financial Associates, Llc Contact Details

Name Title LinkedIn Phone Email
Christine Thomsen Business Administrator
Requires/Intent
ESG Investing & Impact Analysis
Financial Management
Sales
and more

87. Holt-smith Advisors

Industry: Investment Management

Location: Wisconsin

Website: holtsmithadvisors.com

Company Founded: 1987

Company Size: 1-10

Company Address: 5201 East Terrace Drive, Madison, Wisconsin, United States

Holt-smith Advisors Contact Details

Name Title LinkedIn Phone Email
Beth Korth Chief Operations Officer
Beth Korth Chief Operations Officer
Requires/Intent
Technology
Institutional Asset Management
M&A Advisory
Hedge Fund Strategies
Risk Management & Compliance
and more

88. Sierra Insurance

Industry: Investment Management

Location: Wisconsin

Website: sierralifebrokerage.com

Company Founded: 1994

Company Size: 11-50

Sierra Insurance Contact Details

Name Title LinkedIn Phone Email
Nubia Villarreal Insurance Agent At Sierra Insurance
Nubia Villarreal Insurance Agent At Sierra Insurance
Requires/Intent
Private Wealth Management
Investor Relations & Reporting
and more

89. Pennant Management, Inc.

Industry: Investment Management

Location: Wisconsin

Website: pennantmanagement.com

Company Founded: 1992

Company Size: 51-200

Company Address: 11270 West Park Place, Milwaukee, Wisconsin, United States

Pennant Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Jay Kaun Owner
Requires/Intent
Global Market Trend Analysis
Institutional Asset Management
AI Chatbots
and more

90. Dynasty

Industry: Investment Management

Location: Wisconsin

Website: dynastyrei.com

Company Size: 1-10

Company Address: 1661 North Water Street, Milwaukee, Wisconsin, United States

Dynasty Contact Details

Name Title LinkedIn Phone Email
Janet Cryder Driver
Victor Chan Sociologist
Jessica Miller Account Manager
Jessica Miller Account Manager
Requires/Intent
ERP Solutions
Mobile App Development
Branding
ESG Investing & Impact Analysis
and more

91. Goldridge Group

Industry: Investment Management

Location: Wisconsin

Website: goldridgegroup.com.au

Company Founded: 2016

Company Size: 11-50

Goldridge Group Contact Details

Name Title LinkedIn Phone Email
Pat Brandner Project Development Coordinator
Requires/Intent
AI-Powered Financial Forecasting
Financial Management
Public Relations
IoT
Cybersecurity Solutions
and more

92. Cornerstone Financial Group Llc

Industry: Investment Management

Location: Wisconsin

Website: cfgwi.com

Company Founded: 1978

Company Size: 1-10

Company Address: 1837 West Wisconsin Avenue, Appleton, Wisconsin, United States

Cornerstone Financial Group Llc Contact Details

Name Title LinkedIn Phone Email
Donald Hasty Sales Executive
Requires/Intent
Institutional Asset Management
Compliance & Risk Management
IT Support
and more

93. Kevin Bay Investments, Llc

Industry: Investment Management

Location: Wisconsin

Website: kevinbayinvestments.com

Company Founded: 2007

Company Size: 1-10

Company Address: 285 Forest Grove Drive, Pewaukee, Wisconsin, United States

Kevin Bay Investments, Llc Contact Details

Name Title LinkedIn Phone Email
Jan Cliff President
Rich Hewitt Vp, Client Education | Investment Advisor Representative â º Financial Solutions â Client Relations
Requires/Intent
Web Development
Customer Relationship Management
IT Support
and more

94. Club Paragon

Industry: Investment Management

Location: Wisconsin

Website: clubparagon.com

Company Size: 11-50

Company Address: 3578 South 108th Street, Milwaukee, Wisconsin, United States

Club Paragon Contact Details

Name Title LinkedIn Phone Email
Martin Pietruszynski Cook
Requires/Intent
Software Development
Legal
FinTech Solutions For Investment Firms
Business Expansion
and more

95. Woodside Oaks

Industry: Investment Management

Location: Wisconsin

Company Size: 1-10

Company Address: 1031 Anderson Drive, Green Bay, Wisconsin, United States

Woodside Oaks Contact Details

Name Title LinkedIn Phone Email
Jitsy Nederos Hause Kepin
Requires/Intent
Compliance & Risk Management
IT Support
and more

96. Trollway Insurance Group Llc

Industry: Investment Management

Location: Wisconsin

Website: trollwayinsurance.com

Company Founded: 2011

Company Size: 1-10

Trollway Insurance Group Llc Contact Details

Name Title LinkedIn Phone Email
Andrew Park Insurance Agent
Requires/Intent
IT Support
Web Development
Robo-Advisors & AI Trading
Cloud Solutions
Business Expansion
and more
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Wisconsin Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Linnea Bielinski Artisan Partners Settlement Specialist
2 Sara Boyle Artisan Partners Human Capital Leader
3 Rod Brower Artisan Partners Head Of Esg Integration
4 Nick Kummer Artisan Partners Director â Midwest Region | Intermediary Client Services
5 Jay Warner Artisan Partners Associate Portfolio Manager
6 Scott Nelson Artisan Partners Director - National Accounts
7 Mary Haag Artisan Partners Associate
8 Brian Nobis State Of Wisconsin Investment Board Private Equity Senior Investment Officer
9 Victoria Tucker State Of Wisconsin Investment Board Recruiting Director
10 Tunc Dayioglu State Of Wisconsin Investment Board Managing Analyst
11 Samir Datta State Of Wisconsin Investment Board Director, Financial Planning And Analysis
12 Michael Ebeling State Of Wisconsin Investment Board Managing Analyst-global Technology Sector
13 Chris Eckerman State Of Wisconsin Investment Board Portfolio Manager - Private Equity Co-investments
14 Chris Prestigiacomo State Of Wisconsin Investment Board Portfolio Manager
15 Paula Jurcenko Cuna Brokerage Services, Inc Director Of Product Strategy
16 Blaire Puls Cuna Brokerage Services, Inc Compliance Analyst Iii
17 Lutcf Ric Pearson Cuna Brokerage Services, Inc Senior Consultant, The Center For Advisor Excellence
18 Cameron Clark Cuna Brokerage Services, Inc Financial Advisor
19 Cameron Clark Cuna Brokerage Services, Inc Financial Advisor
20 David Fitzgerald Cuna Brokerage Services, Inc Financial Advisor
21 Stephen Martin Cuna Brokerage Services, Inc Financial Advisor
22 Dave Spano Annex Wealth Management Cfpà  , President
23 Mark Pent Annex Wealth Management Branch Director
24 Danny Clayton Annex Wealth Management Marketing Content Manager
25 Jackie Sklenar Annex Wealth Management Branch Director
26 Suzy Paasch Annex Wealth Management Associate Wealth Manager
27 Erin Reid Annex Wealth Management Human Resources Generalist
28 Jack Hauser Annex Wealth Management Financial Planning Specialist
29 Andy Bruce Mlg Capital Principal
30 Cheryl Pabich Mlg Capital Marketing Manager
31 Mike Mooney Mlg Capital Chairman
32 Alex Brackman Mlg Capital Assistant Vice President
33 Jim Mueller Mlg Capital Associate General Counsel
34 Jordan Hawley Mlg Capital Investment Analyst Intern
35 Jasmine Gladney Mlg Capital Financial Accountant
36 Mike Glatkowski Madison Investment Advisors National Sales Director
37 Maya Bittar Madison Investment Advisors Portfolio Manager
38 Crcp Tim Mcdowell Madison Investment Advisors Chief Compliance Officer, Mfd Distributor, Llc
39 Mark Henrickson Madison Investment Advisors Chief Financial Officer
40 Omeade Hekmat Madison Investment Advisors Chief Operating Officer

Investment Management companies in different states of USA

No. Industry Number of Contacts Download
1 Investment Management Startups and Companies in Alabama 274
2 Investment Management Startups and Companies in Alaska 96
3 Investment Management Startups and Companies in Arizona 218
4 Investment Management Startups and Companies in Arkansas 52
5 Investment Management Startups and Companies in California 1690
6 Investment Management Startups and Companies in Colorado 619
7 Investment Management Startups and Companies in Connecticut 1366
8 Investment Management Startups and Companies in Delaware 72
9 Investment Management Startups and Companies in Florida 233
10 Investment Management Startups and Companies in Georgia 290
11 Investment Management Startups and Companies in Hawaii 22
12 Investment Management Startups and Companies in Idaho 103
13 Investment Management Startups and Companies in Illinois 1798
14 Investment Management Startups and Companies in Indiana 501
15 Investment Management Startups and Companies in Iowa 540
16 Investment Management Startups and Companies in Kansas 337
17 Investment Management Startups and Companies in Kentucky 99
18 Investment Management Startups and Companies in Louisiana 122
19 Investment Management Startups and Companies in Maine 65
20 Investment Management Startups and Companies in Maryland 3570
21 Investment Management Startups and Companies in Massachusetts 2397
22 Investment Management Startups and Companies in Michigan 173
23 Investment Management Startups and Companies in Minnesota 1147
24 Investment Management Startups and Companies in Mississippi 47
25 Investment Management Startups and Companies in Missouri 1181
26 Investment Management Startups and Companies in Montana 9
27 Investment Management Startups and Companies in Nebraska 48
28 Investment Management Startups and Companies in Nevada 72
29 Investment Management Startups and Companies in New Hampshire 87
30 Investment Management Startups and Companies in New Jersey 709
31 Investment Management Startups and Companies in New Mexico 47
32 Investment Management Startups and Companies in New York 4591
33 Investment Management Startups and Companies in North Carolina 164
34 Investment Management Startups and Companies in North Dakota 4
35 Investment Management Startups and Companies in Ohio 326
36 Investment Management Startups and Companies in Oklahoma 148
37 Investment Management Startups and Companies in Oregon 298
38 Investment Management Startups and Companies in Pennsylvania 617
39 Investment Management Startups and Companies in Rhode Island 36
40 Investment Management Startups and Companies in South Carolina 129
41 Investment Management Startups and Companies in South Dakota 13
42 Investment Management Startups and Companies in Tennessee 251
43 Investment Management Startups and Companies in Texas 448
44 Investment Management Startups and Companies in Utah 356
45 Investment Management Startups and Companies in Vermont 83
46 Investment Management Startups and Companies in Virginia 854
47 Investment Management Startups and Companies in Washington 317
48 Investment Management Startups and Companies in Wyoming 25
49 Investment Management Startups and Companies in District Of Columbia 314

Investment Management companies in different cities of Wisconsin

No. Cities Number of Contacts Download
1 Investment Management Companies in Milwaukee 2875
2 Investment Management Companies in Madison 1725