Financial advisors and lenders · Wisconsin

Financial advisors and lenders in Brookfield, WI

206 financial advisors in Brookfield with phone numbers, 60 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Brookfield list freeSee a sample
206
businesses
100%
have a phone number
29%
have an email address (60)
—
average Google rating
Sample

A sample of financial advisors and lenders in Brookfield

Twelve of the 206 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Choice AdvisorsFinancial Service; Legal Service—Yes(262) •••-••••Available
Brookfield TreasurerFinancial Service—Yes(262) •••-••••Available
Cindy McGill - Mortgage Loan OfficerFinancial Service—Yes(262) •••-••••Available
Movement Mortgage - Terrence Perfect,1409224Financial Service; Legal Service—Yes(414) •••-••••Available
Johnson Financial Group: Tammy Klemmer, NMLS 747127Financial Service; Legal Service—Yes(262) •••-••••Available
Approved Home MortgageLoans Agency—Yes(262) •••-••••Available
Hundt Financial ServicesFinancial Planner—Yes(262) •••-••••Available
Disciplined Investor GroupFinancial Planner—Yes(262) •••-••••Available
Movement Mortgage - Kevin Delimat,526217Loans Agency—Yes(863) •••-••••Available
Hobert & SvobodaFinancial Planner—Yes(262) •••-••••Available
Oakwood Wealth ManagementBusiness Service; Financial Service; Legal Service—Yes(262) •••-••••Available
Horizons Law GroupLaw Office; Financial Service; Legal Service—Yes(262) •••-••••Available

Showing 12 of 206. Data refreshed October 2026.

The market

What Brookfield'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; 206 have no rating yet — prime prospects for review and reputation services.
27 (13%) have no website listed — a ready-made list for web design and SEO offers.
26% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service79
  • Financial Planner43
  • Financial Service; Legal Service; Business Service24
  • Loans Agency19
  • Financial Service9
  • Insurance Agency; Financial Service; Legal Service7

Area codes

  • (262)174
  • (414)17
  • (800)4
  • (608)2
  • (844)2
  • (920)1
Playbook

How to sell to financial advisors in Brookfield

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 Brookfield financial advisors leads

How many financial advisors and lenders in Brookfield, WI are in the database?
206 financial advisors and lenders in Brookfield, WI, as of October 2026. 206 of them have a phone number and 60 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 Brookfield list of 206 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, WIAppleton, WIWaukesha, WIAll financial advisors and lenders →

Other businesses in Brookfield

Construction companiesMedical clinicsRestaurantsSalons and spasReal estate officesEverything in Brookfield →

Start calling Brookfield financial advisors today

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