List of Financial consultants in Milwaukee
There are 106 Financial consultants in Milwaukee as of May 18, 2026. Concentrated within a single metro area, this represents a high-density opportunity for hyper-local B2B campaigns and direct outreach to decision-makers.
Milwaukee accounts for approximately 8.0% of all 1,319 Financial consultants in Wisconsin, positioning it as one of the most significant city-level markets in the state for targeted B2B campaigns.
Around 71.7% of Financial consultants in Milwaukee have email addresses, 98.1% have phone numbers, and 71.7% include both — with 83.0% also having a website.
These businesses are active on social media: 55 have Facebook pages, 16 are on Instagram, 64 have LinkedIn profiles, 50 use X (formerly Twitter), 31 maintain YouTube channels. This dataset is best suited for hyperlocal outreach in Milwaukee.
| 106 Number of Financial consultants | |
| 76 Email addresses | |
| 104 Phone numbers | |
| 88 With Websites | |
| 64 LinkedIn Profiles |
| 55 Facebook Profiles | |
| 16 Instagram Handles | |
| 50 X Handles | |
| 31 YouTube Channels | |
| 76 Phone and Email |
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Data updated on May 18, 2026
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Download sample list of Financial consultants in Milwaukee
Find new clients and close more deals with the world s best business leads provider. You can download Financial consultants email and phone number lists for your sales teams. Here is a random sample of 20 records for you to look at the fields and the data that we provide.
| NAME | Address | City | State | Country | Phone | Website | Review Count | Review Scores | Google URL | Youtube | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Financial institution |
| Farmington Hills | Michigan | United States |
|
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| 0 | 0 | - | ||||
Edward Jones - Financial Advisor: Joel Nierman |
| Floyds Knobs | Indiana | United States |
|
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| 0 | 0 | - | ||||
WesBanco Bank |
| Shinnston | West Virginia | United States |
|
|
| 10 | 3.9 | - | - | |||
The Desai Group - UBS Financial Services Inc. |
| Chicago | Illinois | United States |
|
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| 0 | 0 | - | - | - | ||
Kenneth Michael Frost: Primerica - Financial Services |
| Cedar Falls | Iowa | United States |
|
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| 2 | 3 | - | ||||
Edward Jones - Financial Advisor: Bill Bauerle |
| Poway | California | United States |
|
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| 1 | 5 | - | ||||
Christopher Spahn - Morgan Stanley |
| Westport | Connecticut | United States |
|
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| 0 | 0 | - | ||||
Edward Jones - Financial Advisor: Erica F Sellers, CFP®|ChFC® |
| Chapin | South Carolina | United States |
|
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| 3 | 4.7 | - | ||||
Edward Jones - Financial Advisor: Rachael M Morawski, CFP®|AAMS® |
| Missoula | Montana | United States |
|
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| 2 | 3 | - | ||||
FMS Bank |
| Fort Morgan | Colorado | United States |
|
|
| 84 | 4.8 | - | ||||
Summit Brokerage Services Inc |
| Spring Hill | Florida | United States |
|
| - | 0 | 0 | - | - | - | - | |
Lauren Althaus - Thrivent Financial |
| Ontario | California | United States |
|
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| 0 | 0 | - | ||||
Edward Jones - Financial Advisor: Kevin J McClelland, ChFC®|ChSNC®|AAMS⢠|
| Blue Springs | Missouri | United States |
|
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| 2 | 5 | - | ||||
Global Doc Prep |
| Boca Raton | Florida | United States |
|
| - | 34 | 3.2 | - | - | - | - | |
Allstate Personal Financial Representative: Ken Klages |
| St Louis | Missouri | United States |
|
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| 2 | 3 | |||||
John Grecco - Regions Financial Advisor |
| Crystal River | Florida | United States |
|
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| 0 | 0 | |||||
Edward Jones - Financial Advisor: Kevin S Baltier, CFP® |
| Collierville | Tennessee | United States |
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| 0 | 0 | - | ||||
Edward Jones - Financial Advisor: Scott Muschinske, AAMS® |
| Wausau | Wisconsin | United States |
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| 3 | 3.7 | - | ||||
Juana Montalvo - ALLIANCE Credit Union |
| Fort Worth | Texas | United States |
|
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| 238 | 5 | - | ||||
Roundtable Forum LLC |
| East Hampton | Georgia | United States |
|
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| 0 | 0 | - | - |
Address
Email
Phone
Website
How many Financial consultants are there in the Milwaukee?
Financial consultants in the Milwaukee
Last updated: May 18, 2026
In Milwaukee, approximately 71.7% of Financial consultants have email contacts, while 98.1% have phone numbers, giving strong contact coverage for city-level sales and marketing campaigns.
Data last updated May 18, 2026
98.1%
104 Financial consultants in Milwaukee with Phone Number
71.7%
76 Financial consultants in Milwaukee with Email Address
71.7%
76 Financial consultants in Milwaukee with Phone and Email
A majority of Financial consultants records in Milwaukee include both email and phone data, enabling highly targeted local outreach strategies.
How to Use the List of Financial consultants in Milwaukee
Milwaukee is a high-density local market — every record is within a single metro area. Here's how businesses, agencies, and sales teams are putting this data to work.
Direct Sales Outreach in Milwaukee
Every record in this dataset is a financial consultants business verified within Milwaukee — no filtering needed. 98.1% have phone numbers on record, so load it directly into your CRM or dialer and start reaching decision-makers the same day, without spending time on list cleanup or geographic deduplication.
City-Focused Email & Phone Campaigns
Milwaukee's tight geographic footprint makes it ideal for high-relevance outreach. With 71.7% of financial consultants having email addresses on record, every contact is in the same metro — so your messaging stays sharp and your reply rates stay high.
Local Ad Audience Building
83.0% of financial consultants in Milwaukee have a listed website, making them easy to track and target online. Use the dataset to build a custom audience on Facebook, Google, or LinkedIn — more precise than platform geo-targeting and far cheaper than broad local ad inventory.
Milwaukee is a well-defined local market for Financial consultants outreach — specific enough to keep messaging relevant, substantial enough to support multiple campaign cycles.
Social Media Reach of Financial consultants in Milwaukee
A significant portion of Financial consultants in Milwaukee are reachable on social platforms — ideal for geo-targeted ads, direct messaging, and community-level campaigns.
Explore Related Financial consultants by Location
Around 83.0% of Financial consultants in Milwaukee have an active website, ideal for agencies offering web design, local SEO, or Google Business Profile services in the area.
Data last updated May 18, 2026
83.0%
88 Financial consultants in Milwaukee that have a website
17.0%
18 Financial consultants in Milwaukee that do not have a website
Download sales qualified leads of Financial consultants in the Milwaukee
Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.
Frequently Asked Questions
Answers of the most common questions about our dataset
How many Financial consultants are there in Milwaukee?
There are 106 Financial consultants in Milwaukee as of the latest update. This makes Milwaukee an active market for B2B outreach and lead generation in the Financial consultants industry.
How many Financial consultants in Milwaukee have email addresses?
76 Financial consultants in Milwaukee have verified email addresses — giving you a strong foundation for direct email outreach and drip campaigns.
How many Financial consultants in Milwaukee have phone numbers?
104 Financial consultants in Milwaukee include phone numbers. Of those, 76 also have email addresses, making them ideal for multi-channel outreach.
Can I use this data for local campaigns targeting Financial consultants in Milwaukee?
Yes. The dataset covers 106 Financial consultants businesses in Milwaukee, making it well-suited for hyper-local outreach, direct mail, and targeted digital ads within the area.
What data fields are included for each Financial consultants in Milwaukee?
Each record typically includes business name, address, phone number, email, website, social media handles (Facebook, Instagram, LinkedIn, X, YouTube), and customer ratings where available.
How can I access the complete Financial consultants list for Milwaukee?
You can purchase and instantly download the full dataset from this page. A free sample is also available so you can review the data quality and structure before buying.
Still have questions? Feel free to reach out to our support team
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