Financial advisors and lenders · Wisconsin

Financial advisors and lenders in Milwaukee, WI

475 financial advisors in Milwaukee with phone numbers, 121 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Milwaukee list freeSee a sample
475
businesses
100%
have a phone number
25%
have an email address (121)
—
average Google rating
Sample

A sample of financial advisors and lenders in Milwaukee

Twelve of the 475 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
National Investment ServicesFinancial Planner—Yes(414) •••-••••Available
My Wisconsin PaydayFinancial Service; Legal Service—Yes(414) •••-••••Available
HH Tax ServiceFinancial Service; Legal Service—Yes(309) •••-••••Available
Business BazicsFinancial Service; Legal Service—Yes(414) •••-••••Available
Zizzl - a Payroll & Benefits CoBusiness Service; Office; Financial Service—Yes(414) •••-••••Available
Reid John E & AssociatesFinancial Planner—Yes(414) •••-••••Available
ClearPay Financial SolutionsFinancial Service; Legal Service; Office—Yes(800) •••-••••Available
Milwaukee RealtyFinancial Planner—Yes(414) •••-••••Available
T & B InvestmentsFinancial Planner—Yes(414) •••-••••Available
Your CreditLoans Agency—Yes(414) •••-••••Available
Wholesale Mortgage Services of WiLoans Agency—Yes(414) •••-••••Available
Sliding SystemsFinancial Planner—Yes(414) •••-••••Available

Showing 12 of 475. Data refreshed October 2026.

The market

What Milwaukee'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; 475 have no rating yet — prime prospects for review and reputation services.
87 (18%) have no website listed — a ready-made list for web design and SEO offers.
17% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service160
  • Financial Planner123
  • Loans Agency49
  • Financial Service; Legal Service; Law Office36
  • Financial Service; Legal Service; Business Service22
  • Insurance Agency; Financial Service; Legal Service17

Area codes

  • (414)426
  • (262)13
  • (312)6
  • (202)5
  • (213)3
  • (800)2
Playbook

How to sell to financial advisors in Milwaukee

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 Milwaukee financial advisors leads

How many financial advisors and lenders in Milwaukee, WI are in the database?
475 financial advisors and lenders in Milwaukee, WI, as of October 2026. 475 of them have a phone number and 121 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 Milwaukee list of 475 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

Madison, WIGreen Bay, WIAppleton, WIBrookfield, WIWaukesha, WIAll financial advisors and lenders →

Other businesses in Milwaukee

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Start calling Milwaukee financial advisors today

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

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