List of Financial planners in Waukesha
Waukesha, Wisconsin, has 122 Financial planners in this dataset, last verified September 6, 2026. It is the third-largest of the 3 Wisconsin cities we track, behind Green Bay (193). Local listings make up 3.2% of all Financial planners in Wisconsin.
45 Financial planners in Waukesha list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is well below the Wisconsin average, 36.9% against 54.3%, so expect phone (98.4% coverage) to do most of the work.
With 95.1% already online (in line with 92.8% across Wisconsin), only 6 Financial planners in Waukesha lack a website, so site improvements and SEO are the stronger pitch. 23 of their websites list a contact page URL.
74% of the 47 rated Financial planners in Waukesha hold a 5-star average, above the Wisconsin figure of 65%. The 4 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
27
8
18
6
YouTube
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Financial planners List in Waukesha
Browse a random sample of 15 records — see the exact fields and data quality before you download.
| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Debra A Stefl - Morgan Stanley | Address | Waukesha | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Hawksview Wealth Partners of Raymond James | Address | Waukesha | Wisconsin | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Fortis Financial Group | Address | Waukesha | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | ||||
Royal Alliance Associates Inc | Address | Waukesha | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Matt Hug - Thrivent | Address | Waukesha | Wisconsin | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | The Cornerstone Group Milwaukee - Morgan Stanley | Address | Waukesha | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Global View Capital Advisors | Address | Waukesha | Wisconsin | United States | Email | Phone | 9 | 4.1 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Tara L Rotfeld | Address | Waukesha | Wisconsin | United States | Email | Phone | 5 | 5 | — | — | — | — | ||
Waukesha Investment Services Inc | Address | Waukesha | Wisconsin | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | The Corners Group - Morgan Stanley | Address | Waukesha | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Susy Suarez Lemcke, CFP® | Address | Waukesha | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | The Riverwood Wealth Management Group - Morgan Stanley | Address | Waukesha | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merritt Wealth & Retirement Advisors of Raymond James | Address | Waukesha | Wisconsin | United States | Email | Phone | 7 | 5 | — | — | — | — | ||
 | Chad Gruett - Morgan Stanley | Address | Waukesha | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Ronald Bartsch, CPA | Address | Waukesha | Wisconsin | United States | Email | Phone | — | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 122 records with complete field coverage.
Get the full Financial planners database
122 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Waukesha
Most popular business categories across Waukesha
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Waukesha
This list is built for teams that sell to Financial planners: financial software vendors, lead generation partners and managed IT and security providers. It covers 122 Financial planners in Waukesha, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Waukesha, Wisconsin
Each of these buyers can work the 122 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 122 Financial planners in Waukesha.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Email and Facebook Outreach in Waukesha, Wisconsin
Start with the 45 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (120): 98.4% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (45): 36.9% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (27): 22.1% have a Facebook page, a further channel when calls and emails go unanswered.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in Waukesha, Wisconsin
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- Rated 1 to 2 stars (4): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (95): 78% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Waukesha
With 122 Financial planners in one city, local teams can work the list in person as well as by phone:
- Route planning: records include latitude and longitude, so field reps can map all 122 Financial planners in Waukesha and plan visit days by neighborhood.
- Postal code patches: split Waukesha by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 2 other Wisconsin cities we track are the next step once Waukesha accounts are covered.
Data Coverage for Financial planners in Waukesha
122 records · verified September 6, 2026
- Phone numbers
- 120
- Email addresses
- 45
- Phone and email
- 45
- Websites
- 116
Google ratings· 47 rated (39%)
74% hold 5 stars
- 1-star rated
- 2
- 4.3% of rated
- 2-star rated
- 2
- 4.3% of rated
- 3-star rated
- 4
- 8.5% of rated
- 4-star rated
- 4
- 8.5% of rated
- 5-star rated
- 35
- 74.5% of rated
Social profiles:
- Facebook:27· 22.1%
- LinkedIn:18· 14.8%
- X (Twitter):12· 9.8%
- Instagram:8· 6.6%
- YouTube:6· 4.9%
Financial planners in Waukesha are a mixed-channel, Facebook-heavy market: 98.4% list a phone number and 36.9% publish an email. Among 47 rated Financial planners, 74% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
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Frequently asked questions about Financial planners in Waukesha, Wisconsin
Everything you need to know about our financial planners database for Waukesha, Wisconsin: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Waukesha, Wisconsin?
There are 122 financial planners in Waukesha, Wisconsin in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Waukesha market for sales prospecting and territory planning.
How up to date is the Financial planners data for Waukesha, Wisconsin?
This dataset was last updated in September 6, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Financial planners database for Waukesha, Wisconsin?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Financial planners businesses in Waukesha, Wisconsin?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Waukesha, Wisconsin as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial planners database for Waukesha, Wisconsin cost?
The complete financial planners leads database for Waukesha, Wisconsin costs $10 as a one-time payment.
You get instant access to all 122 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need financial planners contacts in Waukesha, Wisconsin specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Financial planners data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full Waukesha, Wisconsin financial planners database, including contact fields, social profiles, and ratings data.
How do I download the Financial planners list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Financial planners in Waukesha, Wisconsin have phone numbers?
120 financial planners in Waukesha, Wisconsin (98% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial planners in Waukesha, Wisconsin have email addresses?
45 financial planners in Waukesha, Wisconsin (37%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Financial planners in Waukesha, Wisconsin have both a phone number and an email address?
45 financial planners in Waukesha, Wisconsin have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Financial planners in Waukesha, Wisconsin are active on social media?
Social profile coverage for financial planners in Waukesha, Wisconsin: 18 on LinkedIn, 27 on Facebook, 8 on Instagram, 6 on YouTube, 12 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Financial planners in Waukesha, Wisconsin have a website?
116 financial planners in Waukesha, Wisconsin (95%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial planners in Waukesha, Wisconsin do not have a website?
6 financial planners in Waukesha, Wisconsin operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Financial planners in Waukesha, Wisconsin?
Rating breakdown for financial planners in Waukesha, Wisconsin: 35 with a 5-star rating, 4 with a 4-star rating, 4 with a 3-star rating, 2 with a 2-star rating, 2 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Financial planners data for all of Wisconsin or the entire US?
Yes. Beyond Waukesha, we offer the complete Financial planners database for Wisconsin and a national all-50-states version.
If you buy the Waukesha list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Waukesha, Wisconsin legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.