Financial advisors and lenders · Wisconsin

Financial advisors and lenders in Waukesha, WI

167 financial advisors in Waukesha with phone numbers, 28 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Waukesha list freeSee a sample
167
businesses
100%
have a phone number
17%
have an email address (28)
—
average Google rating
Sample

A sample of financial advisors and lenders in Waukesha

Twelve of the 167 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Bellwether FundingLoans Agency—Yes(414) •••-••••Available
ChortekFinancial Service; Legal Service—Yes(262) •••-••••Available
Edward Jones - Financial Advisor: Jeane M SchellFinancial Service; Legal Service—Yes(262) •••-••••Available
Wisconsin Business DevelopmentLoans Agency—Yes(262) •••-••••Available
Sterling Capital ManagementFinancial Planner—Yes(262) •••-••••Available
Lake Country AdvisorsFinancial Planner—Yes(262) •••-••••Available
Edward Jones - Financial Advisor: Gene Gorrell, CFP®Financial Service; Legal Service—Yes(262) •••-••••Available
Accunet MortgageLoans Agency—Yes(262) •••-••••Available
Edward Jones - Financial Advisor: Gregory J Buboltz, AAMS®Financial Service; Legal Service—Yes(262) •••-••••Available
Carrigan InsuranceInsurance Agency; Financial Service; Legal Service—Yes(262) •••-••••Available
Southeast Wisconsin ProcessFinancial Planner—Yes(262) •••-••••Available
Couri Insurance AgencyFinancial Service; Legal Service—Yes(262) •••-••••Available

Showing 12 of 167. Data refreshed October 2026.

The market

What Waukesha'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; 167 have no rating yet — prime prospects for review and reputation services.
15 (9%) have no website listed — a ready-made list for web design and SEO offers.
19% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service78
  • Financial Planner24
  • Financial Service; Legal Service; Business Service24
  • Loans Agency12
  • Financial Service; Legal Service; Insurance Agency6
  • Financial Service5

Area codes

  • (262)126
  • (414)19
  • (920)12
  • (608)6
  • (715)2
  • (800)1
Playbook

How to sell to financial advisors in Waukesha

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 Waukesha financial advisors leads

How many financial advisors and lenders in Waukesha, WI are in the database?
167 financial advisors and lenders in Waukesha, WI, as of October 2026. 167 of them have a phone number and 28 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 Waukesha list of 167 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, WIBrookfield, WIAll financial advisors and lenders →

Other businesses in Waukesha

Construction companiesRestaurantsSalons and spasAuto repair shopsEverything in Waukesha →

Start calling Waukesha financial advisors today

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

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