Business List: Financial Planner in Madison, WI, USA

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BMO Harris Bank 5250 Verona Rd, Madison, WI 53711 60827xxxx0 3.6
Edward Jones - Financial Advisor: Mark Chin 5202 Eastpark Blvd Suite 107, Madison, WI 53718 60824xxxx8 1
Justin Fletchall - RBC Wealth Management Financial Advisor 10 E Doty St Suite 1000, Madison, WI 53703
60825xxxx1 wms**********@r**.com 14791 16000
Tactical Financial Group Wealth Advisors - Raymond James 8040 Excelsior Dr Suite 301, Madison, WI 53717 60847xxxx2
Katie Riley - State Farm Insurance 2984 Triverton Pike Dr, Fitchburg, WI 53711 60827xxxx0 5
Edward Jones - Financial Advisor: Bradley M Stepp 5950 Seminole Centre Ct Suite 100, Fitchburg, WI 53711 60827xxxx4 5
Legacy Private Trust Company 10 E Doty St UNIT 800, Madison, WI 53703
60825xxxx7 car****@l******.com
BMO Harris Bank 2900 Fish Hatchery Rd, Fitchburg, WI 53713 60827xxxx0 4
Retirement Income Planning llc 2310 Crossroads Dr Suite 4700, Madison, WI 53718
60880xxxx0 fxx*****@r**************************.com 5 2 60 66
Michael Nofsinger: Primerica - Financial Services 2916 Syene Rd, Madison, WI 53713 60833xxxx0
Walkner Condon Financial Advisors 3418 Monroe St, Madison, WI 53711
60823xxxx7 amb**@w************.com 5 17 508 22 532
Abigail L Grodecki Financial Advisor Ameriprise Financial Services LLC 2501 W Beltline Highway Ste 301, Madison, Wi 53713
60881xxxx0 abi***************@a***.com 212 4
Liberty Bell Strategies - Downtown Madison 301 S Blount St Suite 103, Madison, WI 53703 60866xxxx5
Edward Jones - Financial Advisor: Joe Mueting, CFP®|AAMS™ 4840 Larson Beach Rd, McFarland, WI 53558 60883xxxx6 4.5
Akamai Investment Advisors 2960 Triverton Pike Dr, Fitchburg, WI 53711 60872xxxx4 5
Sharon Brantmeier - Private Wealth Advisor, Ameriprise Financial Services, LLC 2501 W Beltline Hwy Ste 301, Madison, WI 53713 60881xxxx0
P A Berg Retirement Solutions 10 E Doty St UNIT 800, Madison, WI 53703 60820xxxx6
Edward Jones - Financial Advisor: Stephanie Blankenheim 2990 Cahill Main Suite 102, Fitchburg, WI 53711 60827xxxx0
Todd M. Wiedenfeld - RBC Wealth Management Financial Advisor 10 E Doty St Ste 1000, Madison, WI 53703
60825xxxx5
Intrepid Wealth Partners 999 Fourier Dr Ste 300 Madison, WI 53717
85549xxxx7 ben***@i*********************.com
Merrill Lynch Financial Advisor Wolfgang A Reichenberger 2 E Mifflin St Suite 900, Madison, WI 53703
60828xxxx5 ale*********@m*.com
Creative Planning International (formerly Thun Financial) 3330 University Ave #316, Madison, WI 53705
60823xxxx8 a.j******@c***************.com 5 2 6034 66 6825
Central Wealth Management LLC 8000 Excelsior Dr Ste 301, Madison, WI 53717 60884xxxx5
U.S. Bancorp Investments - Financial Advisors: Justin Gasser 3609 University Ave, Madison, WI 53705
60823xxxx2 aar************@u*****.com 353 333703 2826 334561
Edward Jones - Financial Advisor 478 Commerce Dr UNIT 202, Madison, WI 53719
31451xxxx0 a.j*********@e**********.com 22 81950 91833
Madison Development Corporation 550 W Washington Ave, Madison, WI 53703 60825xxxx9 3.5
Allison O'Connor - Financial Advisor, Ameriprise Financial Services, LLC 2601 W Beltline Hwy Ste 104, Madison, WI 53713
60881xxxx0 all*************@a***.com 5 21 47 48
Evolution Financial LLC 2701 International Ln Suite 203, Madison, WI 53704
60822xxxx5 sue@e***************.com 5 2
Edward Jones - Financial Advisor: Jeffrey A Prebish 16 N Livingston St, Madison, WI 53703
60825xxxx8 a.j*********@e**********.com 22 80760 90200
Christopher W. Tancill 10 E Doty St Suite 1000, Madison, WI 53703
60825xxxx3 aar********@c***************.com 171581 164466
Canary Wealth Strategies 1228 E Washington Ave, Madison, WI 53703
60821xxxx8 aar*********@i*********.com
Blackhorn Partners 10 E Doty St Ste 800, Madison, WI 53703
60862xxxx5
The Norman Fletchall Team 10 E Doty St Suite 1000, Madison, WI 53703 60825xxxx5
Neuenschwander Asset Management 4893 Larson Beach Rd McFarland, WI 53558
60883xxxx0 chr******@n**********.com 5 2 5 11 335
FG Financial, LLC - Financial Advisor 301 Harbour Town Dr, Madison, WI 53717
5 3
Edward Jones - Financial Advisor: Nicholas A Pratt 749 University Row Suite 120, Madison, WI 53705
60823xxxx7 acc**********@e**********.com 5 6
Baird Financial Advisors (Madison Office) 1 S Pinckney St UNIT 600, Madison, WI 53703
60825xxxx1 5 2
Tota Vita Financial Associates 4626 S Biltmore Ln, Madison, WI 53718
60823xxxx8 dar***@t*********.com
Arrow Advisors 8010 Excelsior Dr #200, Madison, WI 53717 60882xxxx0
Fortress Planning Group 2810 Crossroads Dr Suite 4000, Madison, WI 53718
60840xxxx9 bri****@f********************.com
Wisconsin Financial Group 2923 Marketplace Dr #210, Fitchburg, WI 53719
60827xxxx0 art******@w*****************.com 5 1
eVestech 821 E Washington Ave, Madison, WI 53703 60829xxxx6
CornerStone Advisors - Ameriprise Financial Services, LLC 2601 W Beltline Hwy Ste 104, Madison, WI 53713 85575xxxx4
Walnut Capital Management 3330 University Ave # 120, Madison, WI 53705 60833xxxx0
Turnhall Financial Group 708 Heartland Trail Suite 2800, Madison, WI 53717 60861xxxx4
Quantum Solutions 601 University Ave #571, Madison, WI 53715 60862xxxx2
Raymond James Financial Services 7781 Elmwood Ave Suite 110, Middleton, WI 53562 60883xxxx6
Edward Jones - Financial Advisor: Brian Reetz 601 Junction Rd Suite 3, Madison, WI 53717 60826xxxx4
Innovative Financial 18 US-12, Madison, WI 53711 60827xxxx9
Merrill Lynch Financial Advisor Troy K Blodgett 2 E Mifflin St Suite 900, Madison, WI 53703
60828xxxx4 ale*********@m*.com
Leslie J Niemeyer - Private Wealth Advisor, Ameriprise Financial Services 402 Gammon Pl Ste 330, Madison, WI 53719
60882xxxx4 bre**************@a***.com
Shepherd Financial Advisors 5555 Odana Rd STE 104, Madison, WI 53719 60823xxxx4 5
Capital Wealth Advisory Group - Ameriprise Financial Services, LLC 2912 Marketplace Dr Ste 100, Madison, WI 53719 60866xxxx6 4.6
Danny A Tzakis & Company 301 E Johnson St, Madison, WI 53703 60825xxxx8
Red Oak Asset Management 2702 International Ln Ste 111 Madison, WI 53704
60824xxxx6 jmp******@h****.net
Edward Jones - Financial Advisor: Steve L Soma, AAMS™ 2323 Crossroads Dr Suite 190, Madison, WI 53718 60883xxxx0 5
Lincoln Financial Advisors
60828xxxx0 1.8
Estate Law Partners, LLC 440 Science Dr Suite 101, Madison, WI 53711 60829xxxx5 5
Elizabeth Norman - RBC Wealth Management Financial Advisor 10 E Doty St Suite 1000, Madison, WI 53703
60825xxxx5 wms**********@r**.com 14791 16000
Matthew Niermeyer Financial Planner 1617 Savannah Way Waunakee, WI 53597 60885xxxx3 to**@m**************.com
Town Bank 10 W Mifflin St, Madison, WI 53703
60828xxxx0 aar**********@g**.com
Iliana Tcherneva - Old National Bank 25 W Main St, Madison, WI 53703 60835xxxx1
Summit Credit Union - High School Branch 2222 E Washington Ave, Madison, WI 53704 60824xxxx0 2.6
Edward Jones - Financial Advisor: Tiffany A Miller 2010 Eastwood Dr Suite 102, Madison, WI 53704 60824xxxx2
Merrill Lynch Financial Advisor Todd R Fortune 2 E Mifflin St Suite 900, Madison, WI 53703
60828xxxx1 ale*********@m*.com
Edward Jones - Financial Advisor: Brendon C Diers, AAMS™ 161 Horizon Dr Ste 107A, Verona, WI 53593 60884xxxx3
Carreira Quinn Financial 133 S Butler St #100, Madison, WI 53703
60828xxxx1 kri*************@l**.com 5 3
The Capital Group 406 Science Dr, Madison, WI 53711
60826xxxx0 and*************@l**.com 5 5
Sorge CPA & Business Advisors, S.C. - Madison 2501 W Beltline Hwy Ste 101, Madison, WI 53713
60849xxxx1 ald***********@s*******.com 5 1 30 4
Weiss Wealth Management, LLC 6410 Enterprise Ln Ste. 120, Madison, WI 53719
60828xxxx1 cka**@l*********.com 5 4
5
Raymond James Financial Services 7701 Mineral Point Rd, Madison, WI 53717 60828xxxx9
U.S. Bancorp Investments - Financial Advisors: Deb Badowski 2961 Yarmouth Greenway Dr, Madison, WI 53711
60827xxxx6 345333 5430 348000
Bankers' Wealth Management 7700 Mineral Point Rd, Madison, WI 53717
Walkner Condon Tax Services 3418 Monroe St, Madison, WI 53711 60823xxxx7
Eventus Wealth Advisors - Ameriprise Financial Services, LLC 2916 Marketplace Dr Ste 104, Fitchburg, WI 53719 60881xxxx0
Merrill Lynch Financial Advisor Peter J Cavi 2 E Mifflin St Suite 900, Madison, WI 53703
60828xxxx0 ale*********@m*.com
Capitol Lakes Financial, LLP
88850xxxx6 sli****@c********************.com 5
Apex Investment Group VII LLC 1741 Commercial Ave, Madison, WI 53704 60825xxxx3
Ryan Dunton- Financial Advisor, Merrill Lynch 2 E Mifflin St Ste 900, Madison, WI 53703 60828xxxx3
Business Advisory Services LLC 8413 Excelsior Dr # 109, Madison, WI 53717
60883xxxx0 dd0*****************************@s*****.wixpress 3 2
BMO Harris Bank 1 W Main St, Madison, WI 53703
60825xxxx0 no-*****@d******.bmoharris 2.9 13
John Cullen - Prudential Financial 6400 Gisholt Dr #213, Madison, WI 53713 60826xxxx0
Compelling Wealth Advisors - Ameriprise Financial Services, LLC 2601 W Beltline Hwy Ste 104, Madison, WI 53713
60881xxxx0 com*************@a***.com 5 63 66 111
Integrity Wealth Advisors 7780 Elmwood Ave Suite 203, Middleton, WI 53562 60882xxxx0
Ameriprise Financial Advisors - Madison, WI 1110 Fourier Dr, Madison, WI 53717
60882xxxx0 mru*******@a***.com
CountAbout 1360 Regent St #154, Madison, WI 53715 60831xxxx9 5
Joshua Satzer - Prudential Financial 6400 Gisholt Dr Suite 213, Madison, WI 53713 60826xxxx0 5
Summit Credit Union 307 E Wilson St, Madison, WI 53703 60824xxxx0 4.1
Mennenga Tax & Financial Service 814 Atlas Ave, Madison, WI 53714
60824xxxx8 abb**@m******.com 4.3 27
Ronald Phelps - Private Wealth Advisor, Ameriprise Financial Services, LLC 8215 Greenway Blvd Ste 200, Middleton, WI 53562 60884xxxx1
Matthew Palm, CFP - UBS Financial Services Inc. 8020 Excelsior Dr, Madison, WI 53717
60883xxxx8 ade*********@u**.com 2.33
Paul Hees - Financial Advisor, Ameriprise Financial Services, LLC 2912 Marketplace Dr Ste 100, Madison, WI 53719 60866xxxx6
Wealthspire Advisors 10 Terrace Ct #103, Madison, WI 53718
88830xxxx7 abb******@w**********.com 98 124
BMO Harris Bank 1202 N Sherman Ave, Madison, WI 53703 60824xxxx3 3.3
BMO Harris Bank 216 Price Pl, Madison, WI 53705 60823xxxx3 2.2
Edward Jones - Financial Advisor: McKenzie A Clary 2935 S Fish Hatchery Rd, Fitchburg, WI 53711 60831xxxx0
Goldstein Advisors
60883xxxx0 kat****************@g****************.com 5
Sky's Edge Wealth - Ameriprise Financial Services, LLC 1110 Fourier Dr Ste 110, Madison, WI 53717
60882xxxx9 adr*********@a***.com 1 1 278 3 283
Calculated Wealth 2921 Landmark Pl Suite 215-#332, Madison, WI 53713
60840xxxx2 inf*@c*********.com
1st Wisconsin Wealth Management 1005 Quinn Dr, Waunakee, WI 53597
60885xxxx2 pat***********@l**.com
Michael J Devine - Financial Advisor, Ameriprise Financial Services, LLC 9701 Brader Way Ste 304, Middleton, WI 53562 60826xxxx2
Merrill Lynch Financial Advisor Colleen M Bowar 2 E Mifflin St Suite 900, Madison, WI 53703 60828xxxx7
Michael Gant - Private Wealth Advisor, Ameriprise Financial Services, LLC 1110 Fourier Dr Ste 110, Madison, WI 53717
60882xxxx9 adr*********@a***.com
Benjamin F. Edwards 440 Science Dr Ste 402, Madison, WI 53711 60823xxxx0
Edward Jones - Financial Advisor: Cheryl A Schweiger 702 N Blackhawk Ave Ste 210, Madison, WI 53705 60823xxxx3
Jason Mascitti - Thrivent 2608 Monroe St, Madison, WI 53711
60867xxxx0
Savant Wealth Management 1200 John Q Hammons Dr #101A, Madison, WI 53717
60883xxxx0 mcw****@s***********.com
Richard Radloff - Financial Advisor, Ameriprise Financial Services, LLC 2501 W Beltline Hwy Ste 301, Madison, WI 53713 60881xxxx0
Baird Private Wealth Management 8000 Excelsior Dr Ste 302, Madison, WI 53717
80088xxxx2 bbr******@r******.com 5 43 7650 881 8339
Summit Credit Union - High School Branch 702 Pflaum Rd, Madison, WI 53716 60824xxxx0 2.3
Beau Goff - Raymond James 5590 Monona Dr, Madison, WI 53716
60822xxxx9 bea******@r***********.com 5 1 335 343
Matt Miller - Financial Advisor, Ameriprise Financial Services, LLC
60882xxxx9
Brent Kimbel - Private Wealth Advisor, Ameriprise Financial Services, LLC 2601 W Beltline Hwy Ste 104, Madison, WI 53713
60881xxxx0 bre***********@a***.com 5 59 181 3 178
Stafford Financial Consulting 2501 W Beltline Hwy Ste 201, Madison, WI 53713
60844xxxx5 aca******@s*****.com 5 1 2318 162 2600
Atlatl Advisers 2921 Landmark Pl Suite 501, Madison, WI 53713
60835xxxx0 inf*@a*************.com 5 2 133 10 136
Bret Sullivan - COUNTRY Financial Advisor 4638 S Biltmore Ln, Madison, WI 53718
60827xxxx7 abc***@c***************.com 5 8 290 171575 164555
CLF Asset Management, Inc 999 Fourier Dr #301, Madison, WI 53717
88850xxxx6 con****@c*******.com 14
Andrew Lochner - Financial Advisor, Ameriprise Financial Services, LLC 1110 Fourier Dr Ste 100, Madison, WI 53717 60882xxxx4
Midwest Financial Group 1806 Seminole Hwy, Madison, WI 53711
60880xxxx5 aut***@m******.com 4.2 10 528 35
4.5
Merrill Lynch Financial Advisor Christopher J Figaro 2 E Mifflin St Suite 900, Madison, WI 53703
60828xxxx6 ale*********@m*.com
The Capitol Investment Group 10 E Doty St Suite 1000, Madison, WI 53703 60825xxxx0
Nathan Komoroske - Financial Advisor, Ameriprise Financial Services, LLC 9701 Brader Way Ste 304, Middleton, WI 53562 60882xxxx1
ABC Consulting 2514 Fish Hatchery Rd, Madison, WI 53713 60825xxxx8
Eventus Wealth Advisors - Ameriprise Financial Services, LLC 2501 W Beltline Hwy, Ste 301, Madison, WI 53713
60881xxxx0 bev***********@a***.com 212 4
5 122
Madison Partners - Madison Office 1502 W Broadway Suite 301, Madison, WI 53713
60821xxxx1 inf*@t*****************.com 5 15 530 3 571
Edward Jones - Financial Advisor: David O'Brien, AAMS™ 2810 Crossroads Dr Suite 3300, Madison, WI 53718 60863xxxx0 5
Jeff Jacobson - COUNTRY Financial Advisor 100 Frost Woods Rd, Monona, WI 53716
60822xxxx0 cfc******@c***************.com 5 4 290 171583 164565
Edelman Financial Engines 2501 W Beltline Hwy Ste 103 Madison, WI 53713
83375xxxx3 aar*******@e**********************.com 72 37 18047 6 19201
Wealth & Wisdom of WI LLC 8201 Mayo Dr UNIT 111, Madison, WI 53719 60883xxxx0 5
Edward Jones - Financial Advisor: Tyler J Wedel 4604 Siggelkow Rd Suite B, McFarland, WI 53558 60857xxxx7
Custer Financial Services 406 Science Dr # 310, Madison, WI 53711
60823xxxx8 bet*********@l**.com
HGMR Investment Management 1 S Pinckney St, Madison, WI 53703 80068xxxx5
Edward Jones - Financial Advisor: Brian P Martin 625 N Segoe Rd Suite 108, Madison, WI 53705 60823xxxx8
SignalPoint Asset Management, LLC 3330 University Ave Suite 120, Madison, WI 53705 60833xxxx0
Felhofer CPA SC 402 W Shore Dr, Madison, WI 53715
26222xxxx5 nic**********@f***********.com
Triumph Wealth Management, LLC 1241 John Q Hammons Dr Suite 501, Madison, WI 53717
60882xxxx0 chr**@t************.com
Koss Insurance & Financial Services 3310 University Ave UNIT 205, Madison, WI 53705 60820xxxx8 5
RBC Wealth Management Branch - Madison 10 E Doty St Suite 1000, Madison, WI 53703
60825xxxx0 wms**********@r**.com 5 1 14787 16000
Merrill Lynch Financial Advisor Steven Reuhl 2 E Mifflin St Suite 900, Madison, WI 53703 60828xxxx1
Merrill Lynch Financial Advisor Elizabeth A Erker 2 E Mifflin St Suite 900, Madison, WI 53703 30344xxxx0
Ted Fox - Private Wealth Advisor, Ameriprise Financial Services, LLC 2601 W Beltline Hwy Ste 104, Madison, WI 53713 85575xxxx7
Edward Jones - Financial Advisor: Jason A Buehrle, CFP®|AAMS™|CRPS™ 515 S Midvale Blvd Suite 2, Madison, WI 53711
60863xxxx6 acc**********@e**********.com
NVNG Investment Advisors, LLC 551 W Main St Suite 200, Madison, WI 53703
Darin Schubring - Ameriprise Financial Services, Inc. 2501 W Beltline Hwy Ste 301, Madison, WI 53713
60881xxxx0 com*************@a***.com 5 1 220 225
Financial Advisor in Madison
Merrill Lynch Financial Advisor Christopher P Burque 2 E Mifflin St Suite 900, Madison, WI 53703
61234xxxx6 ale*********@m*.com
Sorge CPA & Business Advisors, SC - Monona 5221 Monona Dr, Monona, WI 53716
60888xxxx5 ald***********@s*******.com 3.9 37 32 4
Bankers Life 2424 Rimrock Rd Ste 220, Madison, WI 53713 60824xxxx8 3.9
Michael J Persinger - Financial Advisor, Ameriprise Financial Services, LLC 5306 Valley Ridge Plaza, Middleton, WI 53562 60847xxxx8
Charles Jaskowiak - Financial Advisor, Ameriprise Financial Services, LLC 1110 Fourier Dr Ste 100, Madison, WI 53717 60882xxxx4
Charles Schwab 8333 Greenway Blvd Ste 180, Middleton, WI 53562
60882xxxx0 app*******************@s*****.com 5
Kindness Financial Planning Madison, WI 53705 20665xxxx7
Lincoln Financial Advisors 406 Science Drive, Suite 310, Madison, WI 53711
60828xxxx0 bri***********@l**.com
2
Angela Sergent - Old National Bank 216 Cottage Grove Rd, Madison, WI 53716
60872xxxx8 adn********@o**********.com 2.4 18 81 31553 717 31536
Niemeyer, Ledvina and Associates - Ameriprise Financial Services 402 Gammon Pl Ste 330, Madison, WI 53719
60882xxxx3 les**************@a***.com
RMR Wealth Advisors, LLC 400 Interlake Dr #200, Monona, WI 53716
60866xxxx6
David E Fagen: Primerica - Financial Services 2916 Syene Rd, Madison, WI 53713 60844xxxx4
All Things Accounted For 33126xxxx7
Wealth Enhancement Group 1221 John Q Hammons Dr Suite 101, Madison, WI 53717 60882xxxx0
Edward Jones - Financial Advisor: Andrew J Drane, CRPC™ 10 E Doty St Ste 509, Madison, WI 53703
60826xxxx2 a.j*********@e**********.com 177 2
Madison Capitol Group 10 E Doty St Suite 1000, Madison, WI 53703 60825xxxx8
Wegner Asset Management, LLC 60844xxxx1
Gold Leaf Financial 1001 Arboretum Dr Ste 1B Waunakee, WI 53597 60884xxxx2 5 4 5 1
Edward Jones - Financial Advisor: Andrew J Drane 10 E Doty St Ste 509, Madison, WI 53703
60835xxxx2 and*******@c*************.ca
UW Credit Union 1435 Monroe St, Madison, WI 53711 60823xxxx0 4.3
Wisconsin Wealth Advisors, LLC 583 D'onofrio Dr Suite 1005, Madison, WI 53719
60883xxxx9 chr**********@w***************.com
John Williams - Financial Advisor, Ameriprise Financial Services, LLC 1110 Fourier Dr Ste 100, Madison, WI 53717
60882xxxx0
Cornerstone Wealth Services 2410 Commercial Ave, Madison, WI 53704 60873xxxx0
Derek M. Engler - RBC Wealth Management Financial Advisor 10 E Doty St Suite 1000, Madison, WI 53703
60825xxxx8 rbc*********@r**.com 14791 16000
UBS Financial Services Inc. 8020 Excelsior Dr, Madison, WI 53717
60883xxxx0 ade*********@u**.com 2.3 3
Custer Plumb Financial Services 406 Science Dr Ste 310, Madison, WI 53711
60823xxxx8
Merrill Lynch Financial Advisor Christopher T Tierney 2 E Mifflin St Suite 900, Madison, WI 53703
60828xxxx0 ale*********@m*.com
Merrill Lynch Wealth Management 2 E Mifflin St Suite 900, Madison, WI 53703
60825xxxx1 ale*********@m*.com
KRF Wealth Management 8517 Excelsior Dr #201, Madison, WI 53717
60841xxxx0
Nimble Numbers LLC
Abigail L Grodecki - Financial Advisor, Ameriprise Financial Services, LLC 2501 W Beltline Hwy Ste 301, Madison, WI 53713
60881xxxx0 abi***************@a***.com 215 4 226
Tranquil Lakes Investment Advisors - Ameriprise Financial Services, LLC 725 Heartland Trail Ste 200, Madison, WI 53717
60872xxxx9
Jason Matthew Hatch - Financial Advisor, Ameriprise Financial Services, LLC 725 Heartland Trail Ste 200, Madison, WI 53717
60872xxxx9 5.01
Scott Barth - Thrivent
Nicholas Tancill - RBC Wealth Management Financial Advisor 10 E Doty St Suite 1000, Madison, WI 53703
60825xxxx7 wms**********@r**.com 14791 16000
MassMutual Wisconsin North Tower, 525 Junction Rd #8100, Madison, WI 53717 60882xxxx5
Food Finance Institute 780 Regent St Suite 305, Madison, WI 53715 60889xxxx0
U.S. Bancorp Investments - Financial Advisors: John Schmitt 3609 University Ave, Madison, WI 53705
60882xxxx0 aar************@u*****.com 345333 5430 348000
Tricia McDonough - Old National Bank 302 N Midvale Blvd, Madison, WI 53705 60828xxxx6
Wintrust Mortgage 10 W Mifflin St, Madison, WI 53703
60828xxxx0 aa@w***************.com 5 2 1943 324
Nicholas Alsteen - Financial Advisor, Ameriprise Financial Services, LLC 1110 Fourier Dr Ste 100, Madison, WI 53717
60882xxxx1 eli**********@a***.com 5 7 287
Old National Bank 23 W Main St, Madison, WI 53703 60835xxxx8 2.8
John F Lynch - Financial Advisor, Ameriprise Financial Services, LLC 1110 Fourier Dr Ste 100, Madison, WI 53717
60883xxxx2 bri***********@a***.com
Edward Jones - Financial Advisor: Matt Miron 2979 Triverton Pike Dr Ste 101, Fitchburg, WI 53711 60823xxxx4
Dave Ohlrogge - Thrivent 2310 Crossroads Dr Suite 2800, Madison, WI 53718
60824xxxx5 ben*******@t*******.com 45 412399 404217
Amber's Bookkeeping, LLC 345 W Washington Ave Suite 301, Madison, WI 53703
70892xxxx4 amb**@a****************.com 18 55
Kessenich & Co Financial Planners 6601 Grand Teton Plz Ste D Madison, WI 53719 60883xxxx6
Steinhilber Swanson LLP 122 W Washington Ave #850, Madison, WI 53703
60840xxxx8 cri*****@r****.law 5 3
U.S. Bancorp Investments - Financial Advisors: Mike Bryan 1 S Pinckney St, Madison, WI 53703
60825xxxx3 aar************@u*****.com 353 333707 2828 334567
Yahara Wealth Management LLC Prairie Trail Office Suites, 725 Heartland Trail #205, Madison, WI 53717
60846xxxx0 and***@y***********.com
Edward Jones - Financial Advisor: Steven L Halverson 5690 Monona Dr, Monona, WI 53716 60822xxxx0 5
Forward Investment Advisors, Inc. 7818 Big Sky Dr UNIT 202, Madison, WI 53719 60883xxxx0
Marshall Financial Group 10 E Doty St Ste 800, Madison, WI 53703
60820xxxx2 ama*****@m****************.com 43
Edward Jones - Financial Advisor: Paul D Benrud 4672 E Washington Ave, Madison, WI 53704 60824xxxx1
Annex Wealth Management, Madison Branch 1200 John Q Hammons Dr Suite 101, Madison, WI 53717
60841xxxx0 aan****@a**********.com 653 66
Summit Credit Union 567 State St, Madison, WI 53703
60824xxxx0 20m************@s****************.com 4 7 11869 112 12585
Edward Jones - Financial Advisor: Jeffrey A Prebish
Shannon Anderson - Financial Advisor, Ameriprise Financial Services, LLC 2916 Marketplace Dr Ste 104, Fitchburg, WI 53719 60881xxxx0
Thomas Lynch 10 E Doty St Suite 1000, Madison, WI 53703
60825xxxx4
Marcy Braucht - RBC Wealth Management Financial Advisor 10 E Doty St Suite 1000, Madison, WI 53703
60825xxxx2 rbc*********@r**.com 14791 16000
NavGate Technologies 583 D'onofrio Dr suite101, Madison, WI 53719
60883xxxx4 inf*@n******.org
Dave Ahmann - Raymond James 800 University Bay Dr Suite 215, Madison, WI 53705
60828xxxx9 aar************@r***********.com 3 2
Great Lakes Capital Fund 16 N Carroll St, Madison, WI 53703 60826xxxx0
Harmony Wealth 3002 Patty Ln, Middleton, WI 53562 5
Mark Murray - UBS Financial Services Inc. 8020 Excelsior Dr, Madison, WI 53717
60882xxxx6 mar********@u**.com
Weinbach Investment Management, LLC 406 Science Dr #400, Madison, WI 53711 60870xxxx2
Wealth Enhancement Group 440 Science Dr Suite 302, Madison, WI 53711
60827xxxx1
Edward Jones - Financial Advisor: Ryan R Jacob 478 Commerce Dr Suite 202, Madison, WI 53719 60883xxxx5
U.S. Bancorp Investments - Financial Advisors: Abigail Legatt 1015 W St Germain St, St Cloud, MN 56301 32025xxxx1
RMR Wealth Advisors, LLC 400 Interlake Dr, Monona, WI 53716
60866xxxx6 cri**@r**********.com
Dimension Development LLC 621 N Sherman Ave b19, Madison, WI 53704 60844xxxx6
Leslie J Niemeyer - Private Wealth Advisor, Ameriprise Financial Services, LLC 402 Gammon Pl Ste 330, Madison, WI 53719 60882xxxx4
Edward Jones - Financial Advisor: Ben Plucker, AAMS™ 6411 Mineral Point Rd Suite 100, Madison, WI 53705 60827xxxx7
Edward Jones - Financial Advisor: Kevin M Faulkner 301 N Sherman Ave Suite 200, Madison, WI 53704 60824xxxx6
The Suby Group 2901 W Beltline Hwy #201, Madison, WI 53713
60827xxxx0 inf*@j*****.com
EnRich Financial Partners LLC 6502 Grand Teton Plz Ste 201, Madison, WI 53719
60827xxxx2 cri**@e*************.com 5 2 96
5 2
Benjamin Esdaile - Financial Advisor, Ameriprise Financial Services, LLC 725 Heartland Trail Ste 200, Madison, WI 53717
60872xxxx9 1.85
Melodie K Ace - Financial Advisor, Ameriprise Financial Services, LLC 1110 Fourier Dr Ste 110, Madison, WI 53717 60882xxxx9
Boyden Financial 303 S Paterson St Ste 7, Madison, WI 53703
60846xxxx9 dbo****@b**************.com 4 4
4
Turley Retzlaff Wealth Management, Inc. 22 E Mifflin St, Madison, WI 53703 60831xxxx1
Marco Mascitti - Thrivent 2608 Monroe St, Madison, WI 53711
60867xxxx0 c50*****************************@s*****.io 5 1
Edward Jones - Financial Advisor: Josh Grotheer, AAMS™ 950 John Nolen Dr Suite 160, Madison, WI 53713 60828xxxx5
Transamerica Financial Advisors 2801 Coho St #202, Madison, WI 53713
60843xxxx3 5
Curran Financial Services LLC 147 S Butler St # 2, Madison, WI 53703 60825xxxx0
LBW Wealth Management, LLC 6410 Enterprise Ln #120, Madison, WI 53719
60828xxxx1 cyh****@l*********.com 5 4 751 770
Kindness Financial Planning
20665xxxx7 exa****@g****.com 5 1
Madison Investment Advisors 550 Science Dr, Madison, WI 53711 60827xxxx0
Thompson Investment Management 1255 Fourier Dr, Madison, WI 53717
60882xxxx0 bec*******@t*************.com 5
FORM Wealth Advisors 6727 Frank Lloyd Wright Ave, Middleton, WI 53562 60883xxxx3
The Four Lakes Wealth Management Group - Morgan Stanley 8215 Greenway Blvd Ste 400, Middleton, WI 53562 60882xxxx4
Merrill Lynch Financial Advisor Elizabeth Anne Jackson 2 E Mifflin St, Suite 900, Madison, WI 53703
60828xxxx6 ale*********@m*.com
Mendota Financial Group 634 W Main St #302, Madison, WI 53703 60822xxxx1
First Business Trust & Invst 3500 University Ave, Madison, WI 53705 60826xxxx5
American Investment Advisors, Inc. 3330 University Ave # 120, Madison, WI 53705 60823xxxx0
Mark Laverne Wood - Ameriprise Financial Services, LLC 725 Heartland Trail Ste 200, Madison, WI 53717
60872xxxx9 5.017
Old National Bank 2929 N Sherman Ave, Madison, WI 53704 60823xxxx2 2.3
Frank Janowitsch - Financial Advisor, Ameriprise Financial Services, LLC 725 Heartland Trail Ste 200, Madison, WI 53717 60872xxxx9
WEA Member Benefits 660 John Nolen Dr, Madison, WI 53713
80027xxxx0 aed*******@w**********.com 3.3 19 4.4 17 1719 95 1700
Edward Jones - Financial Advisor: Cody Kramschuster 625 N Segoe Rd Suite 108, Madison, WI 53705 60823xxxx8
Scott Barth - Thrivent 708 Heartland Trail Ste 2800, Madison, WI 53717
60820xxxx1 ben*******@t*******.com 45 412399 404217
Dayes Financial 6709 Raymond Rd Madison, WI 53719
60867xxxx0 con****@s*********.com 5 1
Certus Legal Group 14 W Mifflin St #300, Madison, WI 53703 41438xxxx0
Merrill Lynch Financial Advisor Erik S. Clay 2 E Mifflin St Suite 900, Madison, WI 53703 60828xxxx6
Hausmann Group 740 Regent St Suite 400, Madison, WI 53715 60825xxxx5 4
David Sebag - RBC Wealth Management Financial Advisor 10 E Doty St Suite 1000, Madison, WI 53703
60825xxxx0 mic************@r**.com 51 51
Madison Financial Counseling 3805 Johns St, Madison, WI 53714 60821xxxx3 5
Edward Jones - Financial Advisor: Dave Cappozzo, AAMS™ 2820 Walton Commons Ln Ste 120, Madison, WI 53718 60822xxxx7
Alliance Benefit Group Wisconsin LLC 8040 Excelsior Dr #401, Madison, WI 53717 60882xxxx8 5
U.S. Bancorp Investments - Financial Advisors: Chris Heying 8000 Excelsior Dr, Madison, WI 53717 60882xxxx1 5
Gregory J Thoemke - Financial Advisor, Ameriprise Financial Services, LLC 1110 Fourier Dr Ste 100, Madison, WI 53717
60882xxxx1
CornerStone Advisors - Ameriprise Financial Services 2601 W Beltline Hwy Ste 104, Madison, WI 53713
85575xxxx4 aug**********@a***.com 183
John R. Whalen, Jr. - RBC Wealth Management Financial Advisor 10 E Doty St Suite 1000, Madison, WI 53703
60825xxxx2 rbc*********@r**.com 14791 16000
Brand Nathan F 2 E Mifflin St # 901, Madison, WI 53703 60825xxxx5
Point B Wealth Advisors 3510 Parmenter St, Middleton, WI 53562 60883xxxx3
Aaron Hoernke - Financial Advisor, Ameriprise Financial Services, LLC 2912 Marketplace Dr Ste 100, Madison, WI 53719 60866xxxx6 5
Mark Rufenacht - Financial Advisor, Ameriprise Financial Services, LLC 1110 Fourier Dr Ste 100, Madison, WI 53717 60882xxxx0
U.S. Bancorp Investments - Financial Advisors: Chad Mietz 4602 E Towne Blvd, Madison, WI 53704
60824xxxx0 345333 5430 348000
Summit Credit Union 1799 Thierer Rd, Madison, WI 53704 60824xxxx0 3.5
Nina M. Severini 10 E Doty St Suite 1000, Madison, WI 53703
60825xxxx6
University of Wisconsin- Office of Student Financial Aid 333 E Campus Mall #9701, Madison, WI 53715 60826xxxx0 3.5
Merrill Lynch Financial Advisor Jeffrey D Bowles 2 E Mifflin St Suite 900, Madison, WI 53703 60828xxxx4 5
U.S. Bancorp Investments - Financial Advisors: Michael Kelzenberg 402 Gammon Pl, Madison, WI 53719
60882xxxx2 345333 5430 348000
Wintrust Wealth Management 10 W Mifflin St, Madison, WI 53703
26275xxxx5 aat******@w*************.com
Aaron Zimmer - Private Wealth Advisor, Ameriprise Financial Services, LLC 2912 Marketplace Dr Ste 100, Madison, WI 53719 60866xxxx6
Buttonwood Partners, Inc. 701 Deming Way, Madison, WI 53717
60882xxxx0 and***@b****.com 5 1
Resonant Capital Advisors 33 E Main St Suite 440, Madison, WI 53703
60873xxxx0 inf*@r**************.com 5 1
Sean S Wayne - Private Wealth Advisor, Ameriprise Financial Services, LLC 1110 Fourier Dr Ste 110, Madison, WI 53717
60882xxxx9 3.7 3
The Lochner Financial Group - Ameriprise Financial Services, LLC 1110 Fourier Dr Ste 100, Madison, WI 53717
60882xxxx4 amy********@a***.com 59
The Burish Group - UBS Financial Services Inc. 8020 Excelsior Dr, Madison, WI 53717
60883xxxx2 aar*******@u**.com 2.3 3 227390 237499
Darin J Schubring - Financial Advisor, Ameriprise Financial Services, LLC 2601 W Beltline Hwy, Ste 104, Madison, WI 53713
60881xxxx4 com*************@a***.com 5 6
5
Kilmark & Associates Llc 211 S Paterson St UNIT 215, Madison, WI 53703 60825xxxx0 5
Isthmus Partners LLC 1, 1 S Pinckney St Suite 818, Madison, WI 53703
60872xxxx9 inq******@i*****************.com
Arrow CPAs
60844xxxx8 hel**@a********.com
McKinley Money LLC 216 N Midvale Blvd, Madison, WI 53705 71583xxxx2 5
Merrill Lynch Financial Advisor Kristi Austin 2 E Mifflin St, Suite 900, Madison, WI 53703
60828xxxx1 ale*********@m*.com
Exact Accounting & Financial Services 1949 Winnebago St, Madison, WI 53704
60824xxxx6 off***@e*******.com 3.2 13 33 2