Financial advisors and lenders · Wisconsin

Financial advisors and lenders in Appleton, WI

190 financial advisors in Appleton with phone numbers, 53 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Appleton list freeSee a sample
190
businesses
100%
have a phone number
28%
have an email address (53)
—
average Google rating
Sample

A sample of financial advisors and lenders in Appleton

Twelve of the 190 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Clear Home LoansLoans Agency—Yes(920) •••-••••Available
Edward Jones - Financial Advisor: Nic SchaalmaFinancial Service; Legal Service—Yes(920) •••-••••Available
Associated Claim Service, Inc.Financial Service; Legal Service—Yes(920) •••-••••Available
ChortekFinancial Service; Legal Service—Yes(920) •••-••••Available
APTA Tax Service, LLCFinancial Service; Legal Service—Yes(920) •••-••••Available
Kent Sova - Novus Home MortgageLoans Agency—Yes(920) •••-••••Available
Thiel Insurance Group LLCFinancial Service; Legal Service—Yes(920) •••-••••Available
Mortgage NerdsLoans Agency—Yes(920) •••-••••Available
Knuth Financial Life PlanningFinancial Service; Legal Service—Yes(920) •••-••••Available
Stacy LepplaFinancial Service—Yes(920) •••-••••Available
Edward Jones - Financial Advisor: Bob Lahde JrFinancial Service; Legal Service—Yes(920) •••-••••Available
Accounting Unlimited, LLCFinancial Service; Legal Service—Yes(920) •••-••••Available

Showing 12 of 190. Data refreshed October 2026.

The market

What Appleton's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 190 have no rating yet — prime prospects for review and reputation services.
22 (12%) have no website listed — a ready-made list for web design and SEO offers.
28% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service95
  • Financial Planner38
  • Loans Agency15
  • Financial Service; Legal Service; Business Service13
  • Financial Service; Legal Service; Insurance Agency7
  • Insurance Agency; Financial Service; Legal Service6

Area codes

  • (920)186
  • (262)1
  • (888)1
  • (715)1
  • (800)1
Playbook

How to sell to financial advisors in Appleton

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Appleton financial advisors leads

How many financial advisors and lenders in Appleton, WI are in the database?
190 financial advisors and lenders in Appleton, WI, as of October 2026. 190 of them have a phone number and 53 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Appleton list of 190 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

Milwaukee, WIMadison, WIGreen Bay, WIBrookfield, WIWaukesha, WIAll financial advisors and lenders →

Other businesses in Appleton

RestaurantsBars and breweriesSalons and spasAuto repair shopsReal estate officesEverything in Appleton →

Start calling Appleton financial advisors today

25 free credits, no card. Search "financial advisors in Appleton" and unlock your first 25 contacts.

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