List of Investment services in Wisconsin
Wisconsin has 1,904 investment services in this dataset, last verified September 6, 2026. It ranks 12th of 51 states with 2.7% of the national total, between Washington (1,962) and Virginia (1,896).
Among cities, Green Bay leads with 108, ahead of Milwaukee (103). Together the top two hold only 11% of all investment services in Wisconsin, so the market reaches well beyond its biggest cities.
Email reach in Wisconsin runs above the national rate: 1,340 investment services (70.4%) include an email address, against 61.4% across the United States. 1,889 (99.2%) list a phone number, and 1,336 carry both.
95.3% of investment services in Wisconsin have a website, in line with the national average of 90.3%. Only 89 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 774 rated investment services in Wisconsin, 72% hold a 5-star average, in line with the national figure of 70%. 48 are rated 1 to 2 stars (6.2% of rated businesses, below the national 7.8%), a natural shortlist for reputation management and review software.
Social Media Reach
1,268
248
907
185
YouTube
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Investment services List in Wisconsin
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Kreuser Financial & Tax Service, Inc. | Address | Suamico | Wisconsin | United States | Email | Phone | 8 | 5 | — | — | — | — | ||
 | Matthew Becker - Prudential Advisors | Address | Sheboygan Falls | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Cole Milton | Address | De Pere | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Lake Edge Wealth Advisors | Raymond James | Address | Green Bay | Wisconsin | United States | Email | Phone | 1 | 5 | — | — | ||||
 | Edward Jones - Financial Advisor: Samantha Feest | Address | Beaver Dam | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Kirill Romashov - Associate Financial Advisor, Ameriprise Financial Services, LLC | Address | Stevens Point | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Heritage Private Wealth | Address | West Bend | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Baird Private Wealth Management | Address | Sturgeon Bay | Wisconsin | United States | Email | Phone | 0 | 0 | — | |||||
 | Edward Jones - Financial Advisor: Tara Hagmann | Address | Chippewa Falls | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Thomas Tennies-Modern Woodmen of America | Address | Slinger | Wisconsin | United States | Email | Phone | 0 | 0 | ||||||
 | Edward Jones - Financial Advisor: Matt Gerlach, CEPA®|AAMS® | Address | Verona | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Lasalle St Securities LLC | Address | Rhinelander | Wisconsin | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | John Selas - Prudential Financial | Address | Brookfield | Wisconsin | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Bryan J Althouse - Financial Advisor, Ameriprise Financial Services, LLC | Address | Madison | Wisconsin | United States | Email | Phone | 1 | 5 | — | — | — | |||
 | Edward Jones - Financial Advisor: Dean A Anderson | Address | Burlington | Wisconsin | United States | Email | Phone | 4 | 5 | — | — |
This is a randomized preview — the full database contains 1,904 records with complete field coverage.
Get the full Investment services database
1,904 verified records — emails, phones, social profiles and more. One-time payment, instant download.
What You Can Do with the List of Investment services in Wisconsin
This list is built for teams that sell to investment services: financial software vendors, lead generation partners and managed IT and security providers. It covers 1,904 investment services in Wisconsin, with the fields to call, email, segment and map them.
Who Sells to Investment services in Wisconsin
Each of these buyers can work the 1,904 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 1,904 investment services 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 1,336 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (1,889): 99.2% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (1,340): 70.4% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (1,268): 66.6% 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 investment services that fit a specific service before you pitch:
- Rated 1 to 2 stars (48): businesses with poor Google ratings, prospects for reputation management and review generation services.
Prioritize Cities Across Wisconsin
The 1,904 investment services in Wisconsin are spread across 2 cities we track and many smaller towns, so rank areas before sending reps out:
- Top city markets: Green Bay and Milwaukee hold 11% of records in Wisconsin, the biggest clusters for in-person visits.
- Beyond the big cities: 1,693 records (89%) sit outside the 2 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 Investment services in Wisconsin
1,904 records · verified September 6, 2026
- Phone numbers
- 1,889
- Email addresses
- 1,340
- Phone and email
- 1,336
- Websites
- 1,815
Google ratings· 774 rated (41%)
72% hold 5 stars
- 1-star rated
- 26
- 3.4% of rated
- 2-star rated
- 22
- 2.8% of rated
- 3-star rated
- 104
- 13.4% of rated
- 4-star rated
- 66
- 8.5% of rated
- 5-star rated
- 556
- 71.8% of rated
Social profiles:
- Facebook:1,268· 66.6%
- LinkedIn:907· 47.6%
- X (Twitter):260· 13.7%
- Instagram:248· 13%
- YouTube:185· 9.7%
Investment services in Wisconsin are an email-friendly, Facebook-heavy market: 99.2% list a phone number and 70.4% publish an email. Among 774 rated investment services, 72% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Investment services by Location
Browse datasets for Investment services across nearby locations
Frequently asked questions about Investment services in Wisconsin
Everything you need to know about our investment services database for Wisconsin: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Investment services are there in Wisconsin?
There are 1,904 investment services 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 Investment services 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 Investment services 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 Investment services businesses in Wisconsin?
InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in Wisconsin as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Investment services database for Wisconsin cost?
The complete investment services leads database for Wisconsin costs $15 as a one-time payment.
You get instant access to all 1,904 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 investment services contacts in Wisconsin specifically, a one-time $15 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 Investment services 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 investment services database, including contact fields, social profiles, and ratings data.
How do I download the Investment services 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 Investment services in Wisconsin have phone numbers?
1,889 investment services 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 Investment services in Wisconsin have email addresses?
1,340 investment services in Wisconsin (70%) 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 Investment services in Wisconsin have both a phone number and an email address?
1,336 investment services 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 Investment services in Wisconsin are active on social media?
Social profile coverage for investment services in Wisconsin: 907 on LinkedIn, 1,268 on Facebook, 248 on Instagram, 185 on YouTube, 260 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 Investment services in Wisconsin have a website?
1,815 investment services in 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 Investment services in Wisconsin do not have a website?
89 investment services 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 Investment services in Wisconsin?
Rating breakdown for investment services in Wisconsin: 556 with a 5-star rating, 66 with a 4-star rating, 104 with a 3-star rating, 22 with a 2-star rating, 26 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 Investment services data for other states or the entire US?
Yes. The national Investment services 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 Investment services 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.