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Wisconsin Investment Services

 
   

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This web page lists investment services in the State of Wisconsin.  Before visiting any of these Wisconsin investment services, be sure to verify their address, hours of operation, and appointment policies (if applicable).  An investment service may have ceased operations or moved to a different address, and business hours can sometimes vary seasonally and during holiday periods.  So a quick phone call can often save you time and aggravation.

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Related directory pages are highlighted below the Wisconsin investment service listings on this page.  Links to Investment Service directory pages for adjacent States are provided at the bottom of the page.  Wisconsin directory and map page links are also included there.


Ali RUD Financial Service
Mondovi, Wisconsin 54755
1-715-926-6003
www.alirud.com
Located in Buffalo County
☎ & 🔍
  • Financial Services
  • Health Care Plans
  • Health Insurance
  • Insurance
  • Investment Securities
  • Investment Services
  • Investments

Annuities EXCH Financial Products Corporation
Milwaukee, Wisconsin 53226
1-414-774-5433
www.annuitiesexchange.com
Located in Milwaukee County
  • Financial Services
  • Insurance
  • Investment Advisory Services
  • Investment Services

Appleton Group LLC
Appleton, Wisconsin 54911
1-920-993-7727
appletongrouponline.com
Located in Outagamie County
☎ & 🔍
  • Financial Brokers
  • Financial Services
  • Investment Advisory Services
  • Investment Services
  • Investments
  • Mutual Funds and Brokers

Bank of Deerfield
Deerfield, Wisconsin 53531
1-608-764-5411
www.bankofdeerfield.com
Located in Dane County
☎ & 🔍
  • Banks
  • Financial Institutions
  • Financial Services
  • Investment Advisory Services
  • Investment Services

Brownstone Associates Inc
Milwaukee, Wisconsin 53202
1-414-225-5860
www.brownstoneassoc.com
Located in Milwaukee County
  • Financial Services
  • Investment Advisory Services
  • Investment Services

Cedarwinds Investment Management LLC
Milwaukee, Wisconsin 53212
1-414-431-7390
www.cedarwinds.com
Located in Milwaukee County
  • Financial Services
  • Investment Advisory Services
  • Investment Services

Coordinated Capital Scrts
Madison, Wisconsin 53716
1-608-221-4545
ccsmadison.com
Located in Dane County
  • Investment Securities
  • Investment Services
  • Investments
  • Stock and Bond Brokers

Cumberland Federal Bank
Cumberland, Wisconsin 54829
1-715-822-2249
www.cumberlandfederal.com
Located in Barron County
☎ & 🔍
  • Banks
  • Financial Institutions
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Advisory Services
  • Investment Services
  • Loan and Financing Services
  • Real Estate Loans
  • Retirement Planning Consultants and Services

Dana Investment Advisors Inc
Brookfield, Wisconsin 53005
1-262-782-3631
www.danainvestment.com
Located in Waukesha County
  • Financial Services
  • Investment Advisory Services
  • Investment Services

Eissens & Haasl Financial Group
Sheboygan, Wisconsin 53081
1-920-395-2550
www.eissensandhaasl.com
Located in Sheboygan County
  • Investment Securities
  • Investment Services
  • Stock and Bond Brokers

Ellenbecker Investment Group
Pewaukee, Wisconsin 53072
1-262-691-3200
ellenbecker.com
Located in Waukesha County
  • Financial Services
  • Investment Advisory Services
  • Investment Services

Filbrandt & CO Inc
Middleton, Wisconsin 53562
1-608-836-3600
www.filbrandtco.com
Located in Dane County
☎ & 🔍
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Advisory Services
  • Investment Services
  • Personal Financial Services

First Community Bank
Milton, Wisconsin 53563
1-608-868-7644
www.fcbmilton.com
Located in Rock County
  • Bank Equipment and Supplies
  • Banks
  • Financial Institutions
  • Financial Services
  • Investment Advisory Services
  • Investment Services
  • Loan and Financing Services
  • Real Estate Loans

Heartland Advisors Inc
Milwaukee, Wisconsin 53202
1-414-347-7777
www.heartlandfunds.com
Located in Milwaukee County
☎ & 🔍
  • Financial Brokers
  • Financial Services
  • Investment Advisory Services
  • Investment Services
  • Investments
  • Mutual Funds and Brokers

Integrity Wealth Management
Waukesha, Wisconsin 53186
1-262-754-6777
www.integrityrps.com
Located in Waukesha County
☎ & 🔍
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Advisory Services
  • Investment Services
  • Personal Financial Services

Investment Centers of America, Inc.
Hudson, Wisconsin 54016
1-715-386-1335
www.ica4u.com
Located in Saint Croix County
  • Individual Retirement Accounts
  • Investment Securities
  • Investment Services
  • Investments
  • Mutual Funds and Brokers
  • Retirement Income Funds
  • Tax Sheltered Investments

Investment Designers Inc
Appleton, Wisconsin 54913
1-920-738-3244
www.investmentdesigners.com
Located in Outagamie County
☎ & 🔍
  • Attorneys
  • Estate Planning and Administration Attorneys
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Services
  • Personal Financial Services
  • Stock and Bond Brokers

John Coloso Investments
Milwaukee, Wisconsin 53226
1-414-431-0488
www.johncoloso.com
Located in Milwaukee County
  • Attorneys
  • Estate Planning and Administration Attorneys
  • Financial Services
  • Investment Securities
  • Investment Services
  • Investments

Landaas & Company
Milwaukee, Wisconsin 53202
1-414-223-1099
www.landaas.com
Located in Milwaukee County
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Advisory Services
  • Investment Services

Liberty Financial Group
Elm Grove, Wisconsin 53122
1-262-785-1377
www.libertyfinancialgroup.com
Located in Waukesha County
☎ & 🔍
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Advisory Services
  • Investment Services
  • Personal Financial Services

Madison Investment Advisors
Madison, Wisconsin 53711
1-608-274-0300
www.madisonadv.com
Located in Dane County
  • Financial Services
  • Investment Advisory Services
  • Investment Services

McKenzie Financial
Plymouth, Wisconsin 53073
1-920-892-4510
www.mckenzieadvisors.com/
Located in Sheboygan County
  • Financial Planning Consultants and Services
  • Financial Services
  • Financing
  • Investment Services
  • Stock and Bond Brokers

Mendota Group
Madison, Wisconsin 53703
1-608-287-0649
themendotagroup.com
Located in Dane County
  • Financial Services
  • Investment Advisory Services
  • Investment Services

Meyer & Associate Insurance Inc
Eagle River, Wisconsin 54521
1-715-479-8808
meyer-ins.com
Located in Vilas County
  • Investment Services
  • Stock and Bond Brokers

Northwestern Mutual Financial
Germantown, Wisconsin 53022
1-262-255-3707
www.nmfn.com/timneumann
Located in Washington County
☎ & 🔍
  • Financial Planning Consultants and Services
  • Financial Services
  • Insurance Underwriters
  • Insurance
  • Investment Services

O'Rourke Tax Service
Oshkosh, Wisconsin 54901
1-920-231-8776
www.orourketax.com
Located in Winnebago County
☎ & 🔍
  • Accounting, Auditing and Bookkeeping Services
  • Financial Services
  • Investment Securities
  • Investment Services
  • Investments
  • Tax Consultants
  • Tax Return Preparation and Electronic Filing
  • Tax Return Preparation

Oarsman Capital
Milwaukee, Wisconsin 53202
1-414-221-0081
www.oarsman.net
Located in Milwaukee County
  • Financial Services
  • Investment Advisory Services
  • Investment Services

Robertson Ryan & Associates Inc
La Crosse, Wisconsin 54601
1-608-784-4854
www.robertsonryan.com
Located in La Crosse County
☎ & 🔍
  • Financial Services
  • Insurance Consultants and Advisors
  • Insurance
  • Investment Services

Sadoff Investment Management
Milwaukee, Wisconsin 53217
1-414-352-8460
www.sadoffinvestments.com
Located in Milwaukee County
  • Financial Services
  • Investment Advisory Services
  • Investment Services
  • Investments
  • Stock Exchanges and Quotations
  • Stocks and Bonds

Veritas Financial Services & Tax Preperation
Oshkosh, Wisconsin 54902
1-920-251-4862
veritasinvesting.com/
Located in Winnebago County
  • Financial Planning Consultants and Services
  • Financial Services
  • Financing
  • Investment Services
  • Mutual Funds and Brokers
  • Tax Return Preparation

Warnke Nichols Limited
Hales Corners, Wisconsin 53130
1-414-427-1020
www.warnkenichols.com
Located in Milwaukee County
  • Financial Services
  • Investment Advisory Services
  • Investment Services

Welshire Capital
Onalaska, Wisconsin 54650
1-608-783-0003
www.welshirecapital.com
Located in La Crosse County
☎ & 🔍
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Securities
  • Investment Services
  • Investments
  • Personal Financial Services

Investment Services in Adjacent States

Wisconsin Directory and Map Pages


Related Wisconsin Page(s)

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Wisconsin Financial Counselors
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Wisconsin Retirement Planning Consultants & Services

32 investment services listed in Wisconsin.
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