BMO Harris Bank |
5250 Verona Rd, Madison, WI 53711 |
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60827xxxx0 |
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3.6 |
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Edward Jones - Financial Advisor: Mark Chin |
5202 Eastpark Blvd Suite 107, Madison, WI 53718 |
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60824xxxx8 |
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Justin Fletchall - RBC Wealth Management Financial Advisor |
10 E Doty St Suite 1000, Madison, WI 53703 |
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60825xxxx1 |
wms**********@r**.com |
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14791 |
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16000 |
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Tactical Financial Group Wealth Advisors - Raymond James |
8040 Excelsior Dr Suite 301, Madison, WI 53717 |
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60847xxxx2 |
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Katie Riley - State Farm Insurance |
2984 Triverton Pike Dr, Fitchburg, WI 53711 |
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60827xxxx0 |
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Edward Jones - Financial Advisor: Bradley M Stepp |
5950 Seminole Centre Ct Suite 100, Fitchburg, WI 53711 |
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60827xxxx4 |
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Legacy Private Trust Company |
10 E Doty St UNIT 800, Madison, WI 53703 |
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60825xxxx7 |
car****@l******.com |
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BMO Harris Bank |
2900 Fish Hatchery Rd, Fitchburg, WI 53713 |
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60827xxxx0 |
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Retirement Income Planning llc |
2310 Crossroads Dr Suite 4700, Madison, WI 53718 |
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60880xxxx0 |
fxx*****@r**************************.com |
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2 |
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Michael Nofsinger: Primerica - Financial Services |
2916 Syene Rd, Madison, WI 53713 |
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60833xxxx0 |
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Walkner Condon Financial Advisors |
3418 Monroe St, Madison, WI 53711 |
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60823xxxx7 |
amb**@w************.com |
5 |
17 |
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532 |
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Abigail L Grodecki Financial Advisor Ameriprise Financial Services LLC |
2501 W Beltline Highway Ste 301, Madison, Wi 53713 |
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60881xxxx0 |
abi***************@a***.com |
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Liberty Bell Strategies - Downtown Madison |
301 S Blount St Suite 103, Madison, WI 53703 |
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60866xxxx5 |
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Edward Jones - Financial Advisor: Joe Mueting, CFP®|AAMS™ |
4840 Larson Beach Rd, McFarland, WI 53558 |
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60883xxxx6 |
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4.5 |
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Akamai Investment Advisors |
2960 Triverton Pike Dr, Fitchburg, WI 53711 |
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60872xxxx4 |
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Sharon Brantmeier - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2501 W Beltline Hwy Ste 301, Madison, WI 53713 |
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60881xxxx0 |
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P A Berg Retirement Solutions |
10 E Doty St UNIT 800, Madison, WI 53703 |
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60820xxxx6 |
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Edward Jones - Financial Advisor: Stephanie Blankenheim |
2990 Cahill Main Suite 102, Fitchburg, WI 53711 |
|
60827xxxx0 |
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Todd M. Wiedenfeld - RBC Wealth Management Financial Advisor |
10 E Doty St Ste 1000, Madison, WI 53703 |
|
60825xxxx5 |
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Intrepid Wealth Partners |
999 Fourier Dr Ste 300 Madison, WI 53717 |
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85549xxxx7 |
ben***@i*********************.com |
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Merrill Lynch Financial Advisor Wolfgang A Reichenberger |
2 E Mifflin St Suite 900, Madison, WI 53703 |
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60828xxxx5 |
ale*********@m*.com |
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Creative Planning International (formerly Thun Financial) |
3330 University Ave #316, Madison, WI 53705 |
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60823xxxx8 |
a.j******@c***************.com |
5 |
2 |
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6034 |
66 |
6825 |
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Central Wealth Management LLC |
8000 Excelsior Dr Ste 301, Madison, WI 53717 |
|
60884xxxx5 |
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U.S. Bancorp Investments - Financial Advisors: Justin Gasser |
3609 University Ave, Madison, WI 53705 |
|
60823xxxx2 |
aar************@u*****.com |
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353 |
333703 |
2826 |
334561 |
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Edward Jones - Financial Advisor |
478 Commerce Dr UNIT 202, Madison, WI 53719 |
|
31451xxxx0 |
a.j*********@e**********.com |
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22 |
81950 |
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91833 |
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Madison Development Corporation |
550 W Washington Ave, Madison, WI 53703 |
|
60825xxxx9 |
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3.5 |
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Allison O'Connor - Financial Advisor, Ameriprise Financial Services, LLC |
2601 W Beltline Hwy Ste 104, Madison, WI 53713 |
|
60881xxxx0 |
all*************@a***.com |
5 |
21 |
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47 |
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48 |
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Evolution Financial LLC |
2701 International Ln Suite 203, Madison, WI 53704 |
|
60822xxxx5 |
sue@e***************.com |
5 |
2 |
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Edward Jones - Financial Advisor: Jeffrey A Prebish |
16 N Livingston St, Madison, WI 53703 |
|
60825xxxx8 |
a.j*********@e**********.com |
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22 |
80760 |
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90200 |
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Christopher W. Tancill |
10 E Doty St Suite 1000, Madison, WI 53703 |
|
60825xxxx3 |
aar********@c***************.com |
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171581 |
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164466 |
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Canary Wealth Strategies |
1228 E Washington Ave, Madison, WI 53703 |
|
60821xxxx8 |
aar*********@i*********.com |
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Blackhorn Partners |
10 E Doty St Ste 800, Madison, WI 53703 |
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60862xxxx5 |
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The Norman Fletchall Team |
10 E Doty St Suite 1000, Madison, WI 53703 |
|
60825xxxx5 |
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Neuenschwander Asset Management |
4893 Larson Beach Rd McFarland, WI 53558 |
|
60883xxxx0 |
chr******@n**********.com |
5 |
2 |
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5 |
11 |
335 |
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FG Financial, LLC - Financial Advisor |
301 Harbour Town Dr, Madison, WI 53717 |
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5 |
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Edward Jones - Financial Advisor: Nicholas A Pratt |
749 University Row Suite 120, Madison, WI 53705 |
|
60823xxxx7 |
acc**********@e**********.com |
5 |
6 |
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Baird Financial Advisors (Madison Office) |
1 S Pinckney St UNIT 600, Madison, WI 53703 |
|
60825xxxx1 |
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5 |
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Tota Vita Financial Associates |
4626 S Biltmore Ln, Madison, WI 53718 |
|
60823xxxx8 |
dar***@t*********.com |
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Arrow Advisors |
8010 Excelsior Dr #200, Madison, WI 53717 |
|
60882xxxx0 |
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Fortress Planning Group |
2810 Crossroads Dr Suite 4000, Madison, WI 53718 |
|
60840xxxx9 |
bri****@f********************.com |
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Wisconsin Financial Group |
2923 Marketplace Dr #210, Fitchburg, WI 53719 |
|
60827xxxx0 |
art******@w*****************.com |
5 |
1 |
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eVestech |
821 E Washington Ave, Madison, WI 53703 |
|
60829xxxx6 |
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CornerStone Advisors - Ameriprise Financial Services, LLC |
2601 W Beltline Hwy Ste 104, Madison, WI 53713 |
|
85575xxxx4 |
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Walnut Capital Management |
3330 University Ave # 120, Madison, WI 53705 |
|
60833xxxx0 |
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Turnhall Financial Group |
708 Heartland Trail Suite 2800, Madison, WI 53717 |
|
60861xxxx4 |
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Quantum Solutions |
601 University Ave #571, Madison, WI 53715 |
|
60862xxxx2 |
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Raymond James Financial Services |
7781 Elmwood Ave Suite 110, Middleton, WI 53562 |
|
60883xxxx6 |
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Edward Jones - Financial Advisor: Brian Reetz |
601 Junction Rd Suite 3, Madison, WI 53717 |
|
60826xxxx4 |
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Innovative Financial |
18 US-12, Madison, WI 53711 |
|
60827xxxx9 |
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Merrill Lynch Financial Advisor Troy K Blodgett |
2 E Mifflin St Suite 900, Madison, WI 53703 |
|
60828xxxx4 |
ale*********@m*.com |
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Leslie J Niemeyer - Private Wealth Advisor, Ameriprise Financial Services |
402 Gammon Pl Ste 330, Madison, WI 53719 |
|
60882xxxx4 |
bre**************@a***.com |
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Shepherd Financial Advisors |
5555 Odana Rd STE 104, Madison, WI 53719 |
|
60823xxxx4 |
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5 |
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Capital Wealth Advisory Group - Ameriprise Financial Services, LLC |
2912 Marketplace Dr Ste 100, Madison, WI 53719 |
|
60866xxxx6 |
|
4.6 |
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Danny A Tzakis & Company |
301 E Johnson St, Madison, WI 53703 |
|
60825xxxx8 |
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Red Oak Asset Management |
2702 International Ln Ste 111 Madison, WI 53704 |
|
60824xxxx6 |
jmp******@h****.net |
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Edward Jones - Financial Advisor: Steve L Soma, AAMS™ |
2323 Crossroads Dr Suite 190, Madison, WI 53718 |
|
60883xxxx0 |
|
5 |
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Lincoln Financial Advisors |
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60828xxxx0 |
|
1.8 |
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Estate Law Partners, LLC |
440 Science Dr Suite 101, Madison, WI 53711 |
|
60829xxxx5 |
|
5 |
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Elizabeth Norman - RBC Wealth Management Financial Advisor |
10 E Doty St Suite 1000, Madison, WI 53703 |
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60825xxxx5 |
wms**********@r**.com |
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14791 |
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16000 |
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Matthew Niermeyer Financial Planner |
1617 Savannah Way Waunakee, WI 53597 |
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60885xxxx3 |
to**@m**************.com |
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Town Bank |
10 W Mifflin St, Madison, WI 53703 |
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60828xxxx0 |
aar**********@g**.com |
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Iliana Tcherneva - Old National Bank |
25 W Main St, Madison, WI 53703 |
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60835xxxx1 |
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Summit Credit Union - High School Branch |
2222 E Washington Ave, Madison, WI 53704 |
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60824xxxx0 |
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2.6 |
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Edward Jones - Financial Advisor: Tiffany A Miller |
2010 Eastwood Dr Suite 102, Madison, WI 53704 |
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60824xxxx2 |
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Merrill Lynch Financial Advisor Todd R Fortune |
2 E Mifflin St Suite 900, Madison, WI 53703 |
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60828xxxx1 |
ale*********@m*.com |
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Edward Jones - Financial Advisor: Brendon C Diers, AAMS™ |
161 Horizon Dr Ste 107A, Verona, WI 53593 |
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60884xxxx3 |
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Carreira Quinn Financial |
133 S Butler St #100, Madison, WI 53703 |
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60828xxxx1 |
kri*************@l**.com |
5 |
3 |
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The Capital Group |
406 Science Dr, Madison, WI 53711 |
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60826xxxx0 |
and*************@l**.com |
5 |
5 |
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Sorge CPA & Business Advisors, S.C. - Madison |
2501 W Beltline Hwy Ste 101, Madison, WI 53713 |
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60849xxxx1 |
ald***********@s*******.com |
5 |
1 |
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30 |
4 |
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Weiss Wealth Management, LLC |
6410 Enterprise Ln Ste. 120, Madison, WI 53719 |
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60828xxxx1 |
cka**@l*********.com |
5 |
4 |
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5 |
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Raymond James Financial Services |
7701 Mineral Point Rd, Madison, WI 53717 |
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60828xxxx9 |
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U.S. Bancorp Investments - Financial Advisors: Deb Badowski |
2961 Yarmouth Greenway Dr, Madison, WI 53711 |
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60827xxxx6 |
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345333 |
5430 |
348000 |
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Bankers' Wealth Management |
7700 Mineral Point Rd, Madison, WI 53717 |
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Walkner Condon Tax Services |
3418 Monroe St, Madison, WI 53711 |
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60823xxxx7 |
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Eventus Wealth Advisors - Ameriprise Financial Services, LLC |
2916 Marketplace Dr Ste 104, Fitchburg, WI 53719 |
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60881xxxx0 |
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Merrill Lynch Financial Advisor Peter J Cavi |
2 E Mifflin St Suite 900, Madison, WI 53703 |
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60828xxxx0 |
ale*********@m*.com |
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Capitol Lakes Financial, LLP |
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88850xxxx6 |
sli****@c********************.com |
5 |
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Apex Investment Group VII LLC |
1741 Commercial Ave, Madison, WI 53704 |
|
60825xxxx3 |
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Ryan Dunton- Financial Advisor, Merrill Lynch |
2 E Mifflin St Ste 900, Madison, WI 53703 |
|
60828xxxx3 |
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Business Advisory Services LLC |
8413 Excelsior Dr # 109, Madison, WI 53717 |
|
60883xxxx0 |
dd0*****************************@s*****.wixpress |
3 |
2 |
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BMO Harris Bank |
1 W Main St, Madison, WI 53703 |
|
60825xxxx0 |
no-*****@d******.bmoharris |
2.9 |
13 |
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John Cullen - Prudential Financial |
6400 Gisholt Dr #213, Madison, WI 53713 |
|
60826xxxx0 |
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Compelling Wealth Advisors - Ameriprise Financial Services, LLC |
2601 W Beltline Hwy Ste 104, Madison, WI 53713 |
|
60881xxxx0 |
com*************@a***.com |
5 |
63 |
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66 |
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111 |
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Integrity Wealth Advisors |
7780 Elmwood Ave Suite 203, Middleton, WI 53562 |
|
60882xxxx0 |
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Ameriprise Financial Advisors - Madison, WI |
1110 Fourier Dr, Madison, WI 53717 |
|
60882xxxx0 |
mru*******@a***.com |
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CountAbout |
1360 Regent St #154, Madison, WI 53715 |
|
60831xxxx9 |
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5 |
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Joshua Satzer - Prudential Financial |
6400 Gisholt Dr Suite 213, Madison, WI 53713 |
|
60826xxxx0 |
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5 |
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Summit Credit Union |
307 E Wilson St, Madison, WI 53703 |
|
60824xxxx0 |
|
4.1 |
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Mennenga Tax & Financial Service |
814 Atlas Ave, Madison, WI 53714 |
|
60824xxxx8 |
abb**@m******.com |
4.3 |
27 |
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Ronald Phelps - Private Wealth Advisor, Ameriprise Financial Services, LLC |
8215 Greenway Blvd Ste 200, Middleton, WI 53562 |
|
60884xxxx1 |
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Matthew Palm, CFP - UBS Financial Services Inc. |
8020 Excelsior Dr, Madison, WI 53717 |
|
60883xxxx8 |
ade*********@u**.com |
2.33 |
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Paul Hees - Financial Advisor, Ameriprise Financial Services, LLC |
2912 Marketplace Dr Ste 100, Madison, WI 53719 |
|
60866xxxx6 |
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Wealthspire Advisors |
10 Terrace Ct #103, Madison, WI 53718 |
|
88830xxxx7 |
abb******@w**********.com |
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98 |
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124 |
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BMO Harris Bank |
1202 N Sherman Ave, Madison, WI 53703 |
|
60824xxxx3 |
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3.3 |
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BMO Harris Bank |
216 Price Pl, Madison, WI 53705 |
|
60823xxxx3 |
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2.2 |
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Edward Jones - Financial Advisor: McKenzie A Clary |
2935 S Fish Hatchery Rd, Fitchburg, WI 53711 |
|
60831xxxx0 |
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Goldstein Advisors |
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60883xxxx0 |
kat****************@g****************.com |
5 |
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Sky's Edge Wealth - Ameriprise Financial Services, LLC |
1110 Fourier Dr Ste 110, Madison, WI 53717 |
|
60882xxxx9 |
adr*********@a***.com |
1 |
1 |
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278 |
3 |
283 |
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Calculated Wealth |
2921 Landmark Pl Suite 215-#332, Madison, WI 53713 |
|
60840xxxx2 |
inf*@c*********.com |
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1st Wisconsin Wealth Management |
1005 Quinn Dr, Waunakee, WI 53597 |
|
60885xxxx2 |
pat***********@l**.com |
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Michael J Devine - Financial Advisor, Ameriprise Financial Services, LLC |
9701 Brader Way Ste 304, Middleton, WI 53562 |
|
60826xxxx2 |
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Merrill Lynch Financial Advisor Colleen M Bowar |
2 E Mifflin St Suite 900, Madison, WI 53703 |
|
60828xxxx7 |
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Michael Gant - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1110 Fourier Dr Ste 110, Madison, WI 53717 |
|
60882xxxx9 |
adr*********@a***.com |
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Benjamin F. Edwards |
440 Science Dr Ste 402, Madison, WI 53711 |
|
60823xxxx0 |
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Edward Jones - Financial Advisor: Cheryl A Schweiger |
702 N Blackhawk Ave Ste 210, Madison, WI 53705 |
|
60823xxxx3 |
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Jason Mascitti - Thrivent |
2608 Monroe St, Madison, WI 53711 |
|
60867xxxx0 |
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Savant Wealth Management |
1200 John Q Hammons Dr #101A, Madison, WI 53717 |
|
60883xxxx0 |
mcw****@s***********.com |
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Richard Radloff - Financial Advisor, Ameriprise Financial Services, LLC |
2501 W Beltline Hwy Ste 301, Madison, WI 53713 |
|
60881xxxx0 |
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Baird Private Wealth Management |
8000 Excelsior Dr Ste 302, Madison, WI 53717 |
|
80088xxxx2 |
bbr******@r******.com |
5 |
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43 |
7650 |
881 |
8339 |
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Summit Credit Union - High School Branch |
702 Pflaum Rd, Madison, WI 53716 |
|
60824xxxx0 |
|
2.3 |
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Beau Goff - Raymond James |
5590 Monona Dr, Madison, WI 53716 |
|
60822xxxx9 |
bea******@r***********.com |
5 |
1 |
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335 |
|
343 |
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Matt Miller - Financial Advisor, Ameriprise Financial Services, LLC |
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60882xxxx9 |
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Brent Kimbel - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2601 W Beltline Hwy Ste 104, Madison, WI 53713 |
|
60881xxxx0 |
bre***********@a***.com |
5 |
59 |
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181 |
3 |
178 |
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Stafford Financial Consulting |
2501 W Beltline Hwy Ste 201, Madison, WI 53713 |
|
60844xxxx5 |
aca******@s*****.com |
5 |
1 |
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2318 |
162 |
2600 |
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Atlatl Advisers |
2921 Landmark Pl Suite 501, Madison, WI 53713 |
|
60835xxxx0 |
inf*@a*************.com |
5 |
2 |
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133 |
10 |
136 |
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Bret Sullivan - COUNTRY Financial Advisor |
4638 S Biltmore Ln, Madison, WI 53718 |
|
60827xxxx7 |
abc***@c***************.com |
5 |
8 |
|
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290 |
171575 |
|
164555 |
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CLF Asset Management, Inc |
999 Fourier Dr #301, Madison, WI 53717 |
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88850xxxx6 |
con****@c*******.com |
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14 |
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Andrew Lochner - Financial Advisor, Ameriprise Financial Services, LLC |
1110 Fourier Dr Ste 100, Madison, WI 53717 |
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60882xxxx4 |
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Midwest Financial Group |
1806 Seminole Hwy, Madison, WI 53711 |
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60880xxxx5 |
aut***@m******.com |
4.2 |
10 |
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528 |
35 |
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4.5 |
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Merrill Lynch Financial Advisor Christopher J Figaro |
2 E Mifflin St Suite 900, Madison, WI 53703 |
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60828xxxx6 |
ale*********@m*.com |
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The Capitol Investment Group |
10 E Doty St Suite 1000, Madison, WI 53703 |
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60825xxxx0 |
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Nathan Komoroske - Financial Advisor, Ameriprise Financial Services, LLC |
9701 Brader Way Ste 304, Middleton, WI 53562 |
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60882xxxx1 |
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ABC Consulting |
2514 Fish Hatchery Rd, Madison, WI 53713 |
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60825xxxx8 |
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Eventus Wealth Advisors - Ameriprise Financial Services, LLC |
2501 W Beltline Hwy, Ste 301, Madison, WI 53713 |
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60881xxxx0 |
bev***********@a***.com |
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212 |
4 |
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5 |
122 |
Madison Partners - Madison Office |
1502 W Broadway Suite 301, Madison, WI 53713 |
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60821xxxx1 |
inf*@t*****************.com |
5 |
15 |
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530 |
3 |
571 |
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Edward Jones - Financial Advisor: David O'Brien, AAMS™ |
2810 Crossroads Dr Suite 3300, Madison, WI 53718 |
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60863xxxx0 |
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5 |
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Jeff Jacobson - COUNTRY Financial Advisor |
100 Frost Woods Rd, Monona, WI 53716 |
|
60822xxxx0 |
cfc******@c***************.com |
5 |
4 |
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290 |
171583 |
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164565 |
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Edelman Financial Engines |
2501 W Beltline Hwy Ste 103 Madison, WI 53713 |
|
83375xxxx3 |
aar*******@e**********************.com |
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72 |
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37 |
18047 |
6 |
19201 |
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Wealth & Wisdom of WI LLC |
8201 Mayo Dr UNIT 111, Madison, WI 53719 |
|
60883xxxx0 |
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5 |
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Edward Jones - Financial Advisor: Tyler J Wedel |
4604 Siggelkow Rd Suite B, McFarland, WI 53558 |
|
60857xxxx7 |
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Custer Financial Services |
406 Science Dr # 310, Madison, WI 53711 |
|
60823xxxx8 |
bet*********@l**.com |
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HGMR Investment Management |
1 S Pinckney St, Madison, WI 53703 |
|
80068xxxx5 |
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Edward Jones - Financial Advisor: Brian P Martin |
625 N Segoe Rd Suite 108, Madison, WI 53705 |
|
60823xxxx8 |
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SignalPoint Asset Management, LLC |
3330 University Ave Suite 120, Madison, WI 53705 |
|
60833xxxx0 |
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Felhofer CPA SC |
402 W Shore Dr, Madison, WI 53715 |
|
26222xxxx5 |
nic**********@f***********.com |
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Triumph Wealth Management, LLC |
1241 John Q Hammons Dr Suite 501, Madison, WI 53717 |
|
60882xxxx0 |
chr**@t************.com |
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Koss Insurance & Financial Services |
3310 University Ave UNIT 205, Madison, WI 53705 |
|
60820xxxx8 |
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5 |
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RBC Wealth Management Branch - Madison |
10 E Doty St Suite 1000, Madison, WI 53703 |
|
60825xxxx0 |
wms**********@r**.com |
5 |
1 |
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14787 |
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16000 |
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Merrill Lynch Financial Advisor Steven Reuhl |
2 E Mifflin St Suite 900, Madison, WI 53703 |
|
60828xxxx1 |
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Merrill Lynch Financial Advisor Elizabeth A Erker |
2 E Mifflin St Suite 900, Madison, WI 53703 |
|
30344xxxx0 |
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Ted Fox - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2601 W Beltline Hwy Ste 104, Madison, WI 53713 |
|
85575xxxx7 |
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Edward Jones - Financial Advisor: Jason A Buehrle, CFP®|AAMS™|CRPS™ |
515 S Midvale Blvd Suite 2, Madison, WI 53711 |
|
60863xxxx6 |
acc**********@e**********.com |
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NVNG Investment Advisors, LLC |
551 W Main St Suite 200, Madison, WI 53703 |
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Darin Schubring - Ameriprise Financial Services, Inc. |
2501 W Beltline Hwy Ste 301, Madison, WI 53713 |
|
60881xxxx0 |
com*************@a***.com |
5 |
1 |
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220 |
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225 |
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Financial Advisor in Madison |
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Merrill Lynch Financial Advisor Christopher P Burque |
2 E Mifflin St Suite 900, Madison, WI 53703 |
|
61234xxxx6 |
ale*********@m*.com |
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Sorge CPA & Business Advisors, SC - Monona |
5221 Monona Dr, Monona, WI 53716 |
|
60888xxxx5 |
ald***********@s*******.com |
3.9 |
37 |
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32 |
4 |
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Bankers Life |
2424 Rimrock Rd Ste 220, Madison, WI 53713 |
|
60824xxxx8 |
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3.9 |
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Michael J Persinger - Financial Advisor, Ameriprise Financial Services, LLC |
5306 Valley Ridge Plaza, Middleton, WI 53562 |
|
60847xxxx8 |
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Charles Jaskowiak - Financial Advisor, Ameriprise Financial Services, LLC |
1110 Fourier Dr Ste 100, Madison, WI 53717 |
|
60882xxxx4 |
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Charles Schwab |
8333 Greenway Blvd Ste 180, Middleton, WI 53562 |
|
60882xxxx0 |
app*******************@s*****.com |
5 |
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Kindness Financial Planning |
Madison, WI 53705 |
|
20665xxxx7 |
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Lincoln Financial Advisors |
406 Science Drive, Suite 310, Madison, WI 53711 |
|
60828xxxx0 |
bri***********@l**.com |
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2 |
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Angela Sergent - Old National Bank |
216 Cottage Grove Rd, Madison, WI 53716 |
|
60872xxxx8 |
adn********@o**********.com |
2.4 |
18 |
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81 |
31553 |
717 |
31536 |
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Niemeyer, Ledvina and Associates - Ameriprise Financial Services |
402 Gammon Pl Ste 330, Madison, WI 53719 |
|
60882xxxx3 |
les**************@a***.com |
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RMR Wealth Advisors, LLC |
400 Interlake Dr #200, Monona, WI 53716 |
|
60866xxxx6 |
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David E Fagen: Primerica - Financial Services |
2916 Syene Rd, Madison, WI 53713 |
|
60844xxxx4 |
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All Things Accounted For |
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33126xxxx7 |
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Wealth Enhancement Group |
1221 John Q Hammons Dr Suite 101, Madison, WI 53717 |
|
60882xxxx0 |
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Edward Jones - Financial Advisor: Andrew J Drane, CRPC™ |
10 E Doty St Ste 509, Madison, WI 53703 |
|
60826xxxx2 |
a.j*********@e**********.com |
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177 |
2 |
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Madison Capitol Group |
10 E Doty St Suite 1000, Madison, WI 53703 |
|
60825xxxx8 |
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Wegner Asset Management, LLC |
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60844xxxx1 |
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Gold Leaf Financial |
1001 Arboretum Dr Ste 1B Waunakee, WI 53597 |
|
60884xxxx2 |
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5 |
4 |
5 |
1 |
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Edward Jones - Financial Advisor: Andrew J Drane |
10 E Doty St Ste 509, Madison, WI 53703 |
|
60835xxxx2 |
and*******@c*************.ca |
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UW Credit Union |
1435 Monroe St, Madison, WI 53711 |
|
60823xxxx0 |
|
4.3 |
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Wisconsin Wealth Advisors, LLC |
583 D'onofrio Dr Suite 1005, Madison, WI 53719 |
|
60883xxxx9 |
chr**********@w***************.com |
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John Williams - Financial Advisor, Ameriprise Financial Services, LLC |
1110 Fourier Dr Ste 100, Madison, WI 53717 |
|
60882xxxx0 |
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Cornerstone Wealth Services |
2410 Commercial Ave, Madison, WI 53704 |
|
60873xxxx0 |
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Derek M. Engler - RBC Wealth Management Financial Advisor |
10 E Doty St Suite 1000, Madison, WI 53703 |
|
60825xxxx8 |
rbc*********@r**.com |
|
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14791 |
|
16000 |
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UBS Financial Services Inc. |
8020 Excelsior Dr, Madison, WI 53717 |
|
60883xxxx0 |
ade*********@u**.com |
2.3 |
3 |
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Custer Plumb Financial Services |
406 Science Dr Ste 310, Madison, WI 53711 |
|
60823xxxx8 |
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Merrill Lynch Financial Advisor Christopher T Tierney |
2 E Mifflin St Suite 900, Madison, WI 53703 |
|
60828xxxx0 |
ale*********@m*.com |
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Merrill Lynch Wealth Management |
2 E Mifflin St Suite 900, Madison, WI 53703 |
|
60825xxxx1 |
ale*********@m*.com |
|
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KRF Wealth Management |
8517 Excelsior Dr #201, Madison, WI 53717 |
|
60841xxxx0 |
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Nimble Numbers LLC |
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Abigail L Grodecki - Financial Advisor, Ameriprise Financial Services, LLC |
2501 W Beltline Hwy Ste 301, Madison, WI 53713 |
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60881xxxx0 |
abi***************@a***.com |
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226 |
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Tranquil Lakes Investment Advisors - Ameriprise Financial Services, LLC |
725 Heartland Trail Ste 200, Madison, WI 53717 |
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60872xxxx9 |
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Jason Matthew Hatch - Financial Advisor, Ameriprise Financial Services, LLC |
725 Heartland Trail Ste 200, Madison, WI 53717 |
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60872xxxx9 |
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5.01 |
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Scott Barth - Thrivent |
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Nicholas Tancill - RBC Wealth Management Financial Advisor |
10 E Doty St Suite 1000, Madison, WI 53703 |
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60825xxxx7 |
wms**********@r**.com |
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14791 |
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16000 |
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MassMutual Wisconsin |
North Tower, 525 Junction Rd #8100, Madison, WI 53717 |
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60882xxxx5 |
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Food Finance Institute |
780 Regent St Suite 305, Madison, WI 53715 |
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60889xxxx0 |
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U.S. Bancorp Investments - Financial Advisors: John Schmitt |
3609 University Ave, Madison, WI 53705 |
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60882xxxx0 |
aar************@u*****.com |
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345333 |
5430 |
348000 |
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Tricia McDonough - Old National Bank |
302 N Midvale Blvd, Madison, WI 53705 |
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60828xxxx6 |
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Wintrust Mortgage |
10 W Mifflin St, Madison, WI 53703 |
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60828xxxx0 |
aa@w***************.com |
5 |
2 |
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Nicholas Alsteen - Financial Advisor, Ameriprise Financial Services, LLC |
1110 Fourier Dr Ste 100, Madison, WI 53717 |
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60882xxxx1 |
eli**********@a***.com |
5 |
7 |
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287 |
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Old National Bank |
23 W Main St, Madison, WI 53703 |
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60835xxxx8 |
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2.8 |
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John F Lynch - Financial Advisor, Ameriprise Financial Services, LLC |
1110 Fourier Dr Ste 100, Madison, WI 53717 |
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60883xxxx2 |
bri***********@a***.com |
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Edward Jones - Financial Advisor: Matt Miron |
2979 Triverton Pike Dr Ste 101, Fitchburg, WI 53711 |
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60823xxxx4 |
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Dave Ohlrogge - Thrivent |
2310 Crossroads Dr Suite 2800, Madison, WI 53718 |
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60824xxxx5 |
ben*******@t*******.com |
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45 |
412399 |
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404217 |
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Amber's Bookkeeping, LLC |
345 W Washington Ave Suite 301, Madison, WI 53703 |
|
70892xxxx4 |
amb**@a****************.com |
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18 |
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55 |
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Kessenich & Co Financial Planners |
6601 Grand Teton Plz Ste D Madison, WI 53719 |
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60883xxxx6 |
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Steinhilber Swanson LLP |
122 W Washington Ave #850, Madison, WI 53703 |
|
60840xxxx8 |
cri*****@r****.law |
5 |
3 |
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U.S. Bancorp Investments - Financial Advisors: Mike Bryan |
1 S Pinckney St, Madison, WI 53703 |
|
60825xxxx3 |
aar************@u*****.com |
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353 |
333707 |
2828 |
334567 |
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Yahara Wealth Management LLC |
Prairie Trail Office Suites, 725 Heartland Trail #205, Madison, WI 53717 |
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60846xxxx0 |
and***@y***********.com |
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Edward Jones - Financial Advisor: Steven L Halverson |
5690 Monona Dr, Monona, WI 53716 |
|
60822xxxx0 |
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5 |
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Forward Investment Advisors, Inc. |
7818 Big Sky Dr UNIT 202, Madison, WI 53719 |
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60883xxxx0 |
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Marshall Financial Group |
10 E Doty St Ste 800, Madison, WI 53703 |
|
60820xxxx2 |
ama*****@m****************.com |
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43 |
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Edward Jones - Financial Advisor: Paul D Benrud |
4672 E Washington Ave, Madison, WI 53704 |
|
60824xxxx1 |
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Annex Wealth Management, Madison Branch |
1200 John Q Hammons Dr Suite 101, Madison, WI 53717 |
|
60841xxxx0 |
aan****@a**********.com |
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653 |
66 |
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Summit Credit Union |
567 State St, Madison, WI 53703 |
|
60824xxxx0 |
20m************@s****************.com |
4 |
7 |
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11869 |
112 |
12585 |
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Edward Jones - Financial Advisor: Jeffrey A Prebish |
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Shannon Anderson - Financial Advisor, Ameriprise Financial Services, LLC |
2916 Marketplace Dr Ste 104, Fitchburg, WI 53719 |
|
60881xxxx0 |
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Thomas Lynch |
10 E Doty St Suite 1000, Madison, WI 53703 |
|
60825xxxx4 |
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Marcy Braucht - RBC Wealth Management Financial Advisor |
10 E Doty St Suite 1000, Madison, WI 53703 |
|
60825xxxx2 |
rbc*********@r**.com |
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14791 |
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16000 |
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NavGate Technologies |
583 D'onofrio Dr suite101, Madison, WI 53719 |
|
60883xxxx4 |
inf*@n******.org |
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Dave Ahmann - Raymond James |
800 University Bay Dr Suite 215, Madison, WI 53705 |
|
60828xxxx9 |
aar************@r***********.com |
3 |
2 |
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Great Lakes Capital Fund |
16 N Carroll St, Madison, WI 53703 |
|
60826xxxx0 |
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Harmony Wealth |
3002 Patty Ln, Middleton, WI 53562 |
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Mark Murray - UBS Financial Services Inc. |
8020 Excelsior Dr, Madison, WI 53717 |
|
60882xxxx6 |
mar********@u**.com |
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Weinbach Investment Management, LLC |
406 Science Dr #400, Madison, WI 53711 |
|
60870xxxx2 |
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Wealth Enhancement Group |
440 Science Dr Suite 302, Madison, WI 53711 |
|
60827xxxx1 |
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Edward Jones - Financial Advisor: Ryan R Jacob |
478 Commerce Dr Suite 202, Madison, WI 53719 |
|
60883xxxx5 |
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U.S. Bancorp Investments - Financial Advisors: Abigail Legatt |
1015 W St Germain St, St Cloud, MN 56301 |
|
32025xxxx1 |
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RMR Wealth Advisors, LLC |
400 Interlake Dr, Monona, WI 53716 |
|
60866xxxx6 |
cri**@r**********.com |
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Dimension Development LLC |
621 N Sherman Ave b19, Madison, WI 53704 |
|
60844xxxx6 |
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Leslie J Niemeyer - Private Wealth Advisor, Ameriprise Financial Services, LLC |
402 Gammon Pl Ste 330, Madison, WI 53719 |
|
60882xxxx4 |
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Edward Jones - Financial Advisor: Ben Plucker, AAMS™ |
6411 Mineral Point Rd Suite 100, Madison, WI 53705 |
|
60827xxxx7 |
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Edward Jones - Financial Advisor: Kevin M Faulkner |
301 N Sherman Ave Suite 200, Madison, WI 53704 |
|
60824xxxx6 |
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The Suby Group |
2901 W Beltline Hwy #201, Madison, WI 53713 |
|
60827xxxx0 |
inf*@j*****.com |
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EnRich Financial Partners LLC |
6502 Grand Teton Plz Ste 201, Madison, WI 53719 |
|
60827xxxx2 |
cri**@e*************.com |
5 |
2 |
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96 |
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5 |
2 |
Benjamin Esdaile - Financial Advisor, Ameriprise Financial Services, LLC |
725 Heartland Trail Ste 200, Madison, WI 53717 |
|
60872xxxx9 |
|
1.85 |
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Melodie K Ace - Financial Advisor, Ameriprise Financial Services, LLC |
1110 Fourier Dr Ste 110, Madison, WI 53717 |
|
60882xxxx9 |
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Boyden Financial |
303 S Paterson St Ste 7, Madison, WI 53703 |
|
60846xxxx9 |
dbo****@b**************.com |
4 |
4 |
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4 |
|
Turley Retzlaff Wealth Management, Inc. |
22 E Mifflin St, Madison, WI 53703 |
|
60831xxxx1 |
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Marco Mascitti - Thrivent |
2608 Monroe St, Madison, WI 53711 |
|
60867xxxx0 |
c50*****************************@s*****.io |
5 |
1 |
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Edward Jones - Financial Advisor: Josh Grotheer, AAMS™ |
950 John Nolen Dr Suite 160, Madison, WI 53713 |
|
60828xxxx5 |
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Transamerica Financial Advisors |
2801 Coho St #202, Madison, WI 53713 |
|
60843xxxx3 |
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5 |
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Curran Financial Services LLC |
147 S Butler St # 2, Madison, WI 53703 |
|
60825xxxx0 |
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LBW Wealth Management, LLC |
6410 Enterprise Ln #120, Madison, WI 53719 |
|
60828xxxx1 |
cyh****@l*********.com |
5 |
4 |
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751 |
|
770 |
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Kindness Financial Planning |
|
|
20665xxxx7 |
exa****@g****.com |
5 |
1 |
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Madison Investment Advisors |
550 Science Dr, Madison, WI 53711 |
|
60827xxxx0 |
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Thompson Investment Management |
1255 Fourier Dr, Madison, WI 53717 |
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60882xxxx0 |
bec*******@t*************.com |
5 |
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FORM Wealth Advisors |
6727 Frank Lloyd Wright Ave, Middleton, WI 53562 |
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60883xxxx3 |
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The Four Lakes Wealth Management Group - Morgan Stanley |
8215 Greenway Blvd Ste 400, Middleton, WI 53562 |
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60882xxxx4 |
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Merrill Lynch Financial Advisor Elizabeth Anne Jackson |
2 E Mifflin St, Suite 900, Madison, WI 53703 |
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60828xxxx6 |
ale*********@m*.com |
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Mendota Financial Group |
634 W Main St #302, Madison, WI 53703 |
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60822xxxx1 |
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First Business Trust & Invst |
3500 University Ave, Madison, WI 53705 |
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60826xxxx5 |
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American Investment Advisors, Inc. |
3330 University Ave # 120, Madison, WI 53705 |
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60823xxxx0 |
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Mark Laverne Wood - Ameriprise Financial Services, LLC |
725 Heartland Trail Ste 200, Madison, WI 53717 |
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60872xxxx9 |
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5.017 |
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Old National Bank |
2929 N Sherman Ave, Madison, WI 53704 |
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60823xxxx2 |
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2.3 |
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Frank Janowitsch - Financial Advisor, Ameriprise Financial Services, LLC |
725 Heartland Trail Ste 200, Madison, WI 53717 |
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60872xxxx9 |
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WEA Member Benefits |
660 John Nolen Dr, Madison, WI 53713 |
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80027xxxx0 |
aed*******@w**********.com |
3.3 |
19 |
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4.4 |
17 |
1719 |
95 |
1700 |
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Edward Jones - Financial Advisor: Cody Kramschuster |
625 N Segoe Rd Suite 108, Madison, WI 53705 |
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60823xxxx8 |
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Scott Barth - Thrivent |
708 Heartland Trail Ste 2800, Madison, WI 53717 |
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60820xxxx1 |
ben*******@t*******.com |
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45 |
412399 |
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404217 |
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Dayes Financial |
6709 Raymond Rd Madison, WI 53719 |
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60867xxxx0 |
con****@s*********.com |
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Certus Legal Group |
14 W Mifflin St #300, Madison, WI 53703 |
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41438xxxx0 |
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Merrill Lynch Financial Advisor Erik S. Clay |
2 E Mifflin St Suite 900, Madison, WI 53703 |
|
60828xxxx6 |
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Hausmann Group |
740 Regent St Suite 400, Madison, WI 53715 |
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60825xxxx5 |
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4 |
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David Sebag - RBC Wealth Management Financial Advisor |
10 E Doty St Suite 1000, Madison, WI 53703 |
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60825xxxx0 |
mic************@r**.com |
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51 |
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51 |
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Madison Financial Counseling |
3805 Johns St, Madison, WI 53714 |
|
60821xxxx3 |
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5 |
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Edward Jones - Financial Advisor: Dave Cappozzo, AAMS™ |
2820 Walton Commons Ln Ste 120, Madison, WI 53718 |
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60822xxxx7 |
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Alliance Benefit Group Wisconsin LLC |
8040 Excelsior Dr #401, Madison, WI 53717 |
|
60882xxxx8 |
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5 |
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U.S. Bancorp Investments - Financial Advisors: Chris Heying |
8000 Excelsior Dr, Madison, WI 53717 |
|
60882xxxx1 |
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5 |
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Gregory J Thoemke - Financial Advisor, Ameriprise Financial Services, LLC |
1110 Fourier Dr Ste 100, Madison, WI 53717 |
|
60882xxxx1 |
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CornerStone Advisors - Ameriprise Financial Services |
2601 W Beltline Hwy Ste 104, Madison, WI 53713 |
|
85575xxxx4 |
aug**********@a***.com |
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183 |
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John R. Whalen, Jr. - RBC Wealth Management Financial Advisor |
10 E Doty St Suite 1000, Madison, WI 53703 |
|
60825xxxx2 |
rbc*********@r**.com |
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14791 |
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16000 |
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Brand Nathan F |
2 E Mifflin St # 901, Madison, WI 53703 |
|
60825xxxx5 |
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Point B Wealth Advisors |
3510 Parmenter St, Middleton, WI 53562 |
|
60883xxxx3 |
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Aaron Hoernke - Financial Advisor, Ameriprise Financial Services, LLC |
2912 Marketplace Dr Ste 100, Madison, WI 53719 |
|
60866xxxx6 |
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5 |
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Mark Rufenacht - Financial Advisor, Ameriprise Financial Services, LLC |
1110 Fourier Dr Ste 100, Madison, WI 53717 |
|
60882xxxx0 |
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U.S. Bancorp Investments - Financial Advisors: Chad Mietz |
4602 E Towne Blvd, Madison, WI 53704 |
|
60824xxxx0 |
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345333 |
5430 |
348000 |
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Summit Credit Union |
1799 Thierer Rd, Madison, WI 53704 |
|
60824xxxx0 |
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3.5 |
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Nina M. Severini |
10 E Doty St Suite 1000, Madison, WI 53703 |
|
60825xxxx6 |
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University of Wisconsin- Office of Student Financial Aid |
333 E Campus Mall #9701, Madison, WI 53715 |
|
60826xxxx0 |
|
3.5 |
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Merrill Lynch Financial Advisor Jeffrey D Bowles |
2 E Mifflin St Suite 900, Madison, WI 53703 |
|
60828xxxx4 |
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5 |
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U.S. Bancorp Investments - Financial Advisors: Michael Kelzenberg |
402 Gammon Pl, Madison, WI 53719 |
|
60882xxxx2 |
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345333 |
5430 |
348000 |
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Wintrust Wealth Management |
10 W Mifflin St, Madison, WI 53703 |
|
26275xxxx5 |
aat******@w*************.com |
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Aaron Zimmer - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2912 Marketplace Dr Ste 100, Madison, WI 53719 |
|
60866xxxx6 |
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Buttonwood Partners, Inc. |
701 Deming Way, Madison, WI 53717 |
|
60882xxxx0 |
and***@b****.com |
5 |
1 |
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Resonant Capital Advisors |
33 E Main St Suite 440, Madison, WI 53703 |
|
60873xxxx0 |
inf*@r**************.com |
5 |
1 |
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Sean S Wayne - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1110 Fourier Dr Ste 110, Madison, WI 53717 |
|
60882xxxx9 |
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3.7 |
3 |
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The Lochner Financial Group - Ameriprise Financial Services, LLC |
1110 Fourier Dr Ste 100, Madison, WI 53717 |
|
60882xxxx4 |
amy********@a***.com |
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59 |
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The Burish Group - UBS Financial Services Inc. |
8020 Excelsior Dr, Madison, WI 53717 |
|
60883xxxx2 |
aar*******@u**.com |
2.3 |
3 |
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227390 |
|
237499 |
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Darin J Schubring - Financial Advisor, Ameriprise Financial Services, LLC |
2601 W Beltline Hwy, Ste 104, Madison, WI 53713 |
|
60881xxxx4 |
com*************@a***.com |
5 |
6 |
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5 |
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Kilmark & Associates Llc |
211 S Paterson St UNIT 215, Madison, WI 53703 |
|
60825xxxx0 |
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5 |
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Isthmus Partners LLC |
1, 1 S Pinckney St Suite 818, Madison, WI 53703 |
|
60872xxxx9 |
inq******@i*****************.com |
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Arrow CPAs |
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60844xxxx8 |
hel**@a********.com |
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McKinley Money LLC |
216 N Midvale Blvd, Madison, WI 53705 |
|
71583xxxx2 |
|
5 |
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Merrill Lynch Financial Advisor Kristi Austin |
2 E Mifflin St, Suite 900, Madison, WI 53703 |
|
60828xxxx1 |
ale*********@m*.com |
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Exact Accounting & Financial Services |
1949 Winnebago St, Madison, WI 53704 |
|
60824xxxx6 |
off***@e*******.com |
3.2 |
13 |
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33 |
2 |
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