Verified B2B Dataset

List of Financial consultants in Wisconsin

Wisconsin has 3,824 Financial consultants in this dataset, last verified September 6, 2026. It ranks 13th of 51 states with 2.6% of the national total, between Virginia (3,829) and Massachusetts (3,808).

Among cities, Milwaukee leads with 232, ahead of Green Bay (206) and Waukesha (128). Together the top three hold only 15% of all Financial consultants in Wisconsin, so the market reaches well beyond its biggest cities.

Email reach in Wisconsin runs above the national rate: 1,993 Financial consultants (52.1%) include an email address, against 46.9% across the United States. 3,769 (98.6%) list a phone number, and 1,984 carry both.

91.8% of Financial consultants in Wisconsin have a website, in line with the national average of 88.7%. Only 313 lack a site, so pitch redesigns and SEO rather than first-time builds.

Among the 1,539 rated Financial consultants in Wisconsin, 65% hold a 5-star average, below the national figure of 70%. 128 are rated 1 to 2 stars (8.3% of rated businesses, below the national 10%), a natural shortlist for reputation management and review software.

3824
Total Records
1993
Email Coverage
3769
Phone Coverage
3511
Website Coverage
Last Updated: September 6, 2026

Social Media Reach

1,882

Facebook

509

Instagram

1,315

LinkedIn

372

YouTube

CSV · XLSX
Verified & accurate
Instant download
Updated September 6, 2026

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Financial consultants List in Wisconsin

Browse a random sample of 15 records — see the exact fields and data quality before you download.

LOGOBusiness NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT
Edward Jones - Financial Advisor: Joe Miesbauer logo

Edward Jones - Financial Advisor: Joe Miesbauer

Address
ShawanoWisconsinUnited States
Email
Phone
3
4
——
Shawn Vradenburg - Thrivent logo

Shawn Vradenburg - Thrivent

Address
HudsonWisconsinUnited States
Email
Phone
0
0
————
Weninger Wealth Management, LLC logo

Weninger Wealth Management, LLC

Address
Green BayWisconsinUnited States
Email
Phone
0
0
————
Merrill Lynch Financial Advisor Aaron Berglin logo

Merrill Lynch Financial Advisor Aaron Berglin

Address
WaukeshaWisconsinUnited States
Email
Phone
0
0
————
Mitchell R Groeschl - Ameriprise Financial Services, LLC logo

Mitchell R Groeschl - Ameriprise Financial Services, LLC

Address
De PereWisconsinUnited States
Email
Phone
0
0
———
Owens Financial Group logo

Owens Financial Group

Address
WaukeshaWisconsinUnited States
Email
Phone
0
0
————
Beckwith Group - UBS Financial Services Inc. logo

Beckwith Group - UBS Financial Services Inc.

Address
MadisonWisconsinUnited States
Email
Phone
0
0
————
Edward Jones - Financial Advisor: Randy Janssen, AAMS®|CRPC™ logo

Edward Jones - Financial Advisor: Randy Janssen, AAMS®|CRPC™

Address
De PereWisconsinUnited States
Email
Phone
0
0
——
Joel S Hermann - Thrivent Financial logo

Joel S Hermann - Thrivent Financial

Address
AppletonWisconsinUnited States
Email
Phone
0
0
————
Lendmark Financial Services LLC logo

Lendmark Financial Services LLC

Address
La CrosseWisconsinUnited States
Email
Phone
65
5
————
Financial institution logo

Financial institution

Address
Green BayWisconsinUnited States
Email
Phone
—0
0
————
Raymond James Financial Services logo

Raymond James Financial Services

Address
MadisonWisconsinUnited States
Email
Phone
0
0
————
Edward Jones - Financial Advisor: Paul Leal logo

Edward Jones - Financial Advisor: Paul Leal

Address
PlymouthWisconsinUnited States
Email
Phone
2
5
——

Aviva Life & Annuity Co

Address
JanesvilleWisconsinUnited States
Email
Phone
—1
5
————
Stifel logo

Stifel

Address
MadisonWisconsinUnited States
Email
Phone
2
5

This is a randomized preview — the full database contains 3,824 records with complete field coverage.

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By Location

Distribution by Location

Number of Financial consultants across different territories

City
Financial consultants
Use Cases

What You Can Do with the List of Financial consultants in Wisconsin

This list is built for teams that sell to Financial consultants: financial software vendors, lead generation partners and managed IT and security providers. It covers 3,824 Financial consultants in Wisconsin, with the fields to call, email, segment and map them.

Who Sells to Financial consultants in Wisconsin

Each of these buyers can work the 3,824 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 3,824 Financial consultants in Wisconsin.
  • 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 Wisconsin

Start with the 1,984 records that list both a phone number and an email address, then widen out channel by channel:

  • Cold calling (3,769): 98.6% of records include a phone number for call campaigns, appointment setting and follow-ups.
  • Email sequences (1,993): 52.1% of records include an email address, so email can lead the campaign with calls as follow-up.
  • Facebook messages (1,882): 49.2% 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 Wisconsin

Filter the website, rating and social columns to pull the Financial consultants that fit a specific service before you pitch:

  • Rated 1 to 2 stars (128): businesses with poor Google ratings, prospects for reputation management and review generation services.
  • No Facebook page (1,942): 51% have no Facebook page on record, an opening for social media management agencies.

Prioritize Cities Across Wisconsin

The 3,824 Financial consultants in Wisconsin are spread across 3 cities we track and many smaller towns, so rank areas before sending reps out:

  • Top city markets: Milwaukee, Green Bay and Waukesha hold 15% of records in Wisconsin, the biggest clusters for in-person visits.
  • Beyond the big cities: 3,258 records (85%) sit outside the 3 cities with their own list, reachable by phone and email without travel.
  • Postal code patches: records include postal codes, so each rep can get a compact patch with no overlapping accounts.
  • Route planning: records include latitude and longitude, so you can map accounts and plan visit days around clusters.

Data Coverage for Financial consultants in Wisconsin

3,824 records · verified September 6, 2026

Phone numbers
3,769
Email addresses
1,993
Phone and email
1,984
Websites
3,511

Google ratings· 1,539 rated (40%)

65% hold 5 stars

1-star rated
61
4% of rated
2-star rated
67
4.4% of rated
3-star rated
256
16.6% of rated
4-star rated
147
9.6% of rated
5-star rated
1,008
65.5% of rated

Social profiles:

  • Facebook:1,882· 49.2%
  • LinkedIn:1,315· 34.4%
  • X (Twitter):522· 13.7%
  • Instagram:509· 13.3%
  • YouTube:372· 9.7%

Financial consultants in Wisconsin are an email-friendly, Facebook-heavy market: 98.6% list a phone number and 52.1% publish an email. Among 1,539 rated Financial consultants, 65% hold 5 stars, a mostly positive spread.

Frequently asked questions about Financial consultants in Wisconsin

Everything you need to know about our financial consultants database for Wisconsin: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.

How many Financial consultants are there in Wisconsin?

There are 3,824 financial consultants in Wisconsin in our verified database, as of September 6, 2026.

This covers independent operators, regional chains, and enterprise-scale businesses, across every city in Wisconsin, for sales prospecting, competitive research, and territory planning.

How up to date is the Financial consultants data for 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 consultants database for 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 consultants businesses in Wisconsin?

InfiniteLeadsHub provides verified market intelligence datasets for financial consultants businesses in Wisconsin as a one-time purchase with no subscription.

Ideal for market research, sales planning, and business development.

How much does the Financial consultants database for Wisconsin cost?

The complete financial consultants leads database for Wisconsin costs $36 as a one-time payment.

You get instant access to all 3,824 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 consultants contacts in Wisconsin specifically, a one-time $36 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 consultants 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 Wisconsin financial consultants database, including contact fields, social profiles, and ratings data.

How do I download the Financial consultants 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 consultants in Wisconsin have phone numbers?

3,769 financial consultants in Wisconsin (99% of the database) include a phone number.

That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.

How many Financial consultants in Wisconsin have email addresses?

1,993 financial consultants in Wisconsin (52%) 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 consultants in Wisconsin have both a phone number and an email address?

1,984 financial consultants in 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 consultants in Wisconsin are active on social media?

Social profile coverage for financial consultants in Wisconsin: 1,315 on LinkedIn, 1,882 on Facebook, 509 on Instagram, 372 on YouTube, 522 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 consultants in Wisconsin have a website?

3,511 financial consultants in Wisconsin (92%) 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 consultants in Wisconsin do not have a website?

313 financial consultants in 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 consultants in Wisconsin?

Rating breakdown for financial consultants in Wisconsin: 1,008 with a 5-star rating, 147 with a 4-star rating, 256 with a 3-star rating, 67 with a 2-star rating, 61 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 consultants data for other states or the entire US?

Yes. The national Financial consultants database covers all 50 US states, and individual state and major-city lists are also available.

If you buy Wisconsin first, contact us and we'll credit your purchase toward the national upgrade.

Most multi-state buyers save money going national.

Is the Financial consultants contact data in 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.