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Financial Services
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Name
City
Lake Ridge Bank
_
610 W. Main St.
Waunakee
,
WI
53597
Sandra Ramsfield
(608) 849-2705
Member Since: 2000
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One Community Bank
_
1351 Water Wheel Dr.
Waunakee
,
WI
53597
Chris Zellner
(608) 849-3080
Member Since: 2015
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Point B Wealth Advisors
_
8383 Greenway Blvd
Suite 649
Middleton
,
Wisconsin
53562
Matthew Niermeyer
(608) 850-3503
Member Since: 2006
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Transamerica Financial Advisors - Roger Williams
_
2801 COHO STREET
SUITE 202-A
MADISON
,
WI
53713
Roger Williams
(608) 438-1363
Member Since: 2024
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Summit Credit Union-Waunakee
_
304 E. Main St
Waunakee
,
WI
53597
Tim Stephenson
(608) 243-5000
Member Since: 2007
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Stafford Financial Consulting Group
_
2501 W. Beltline Hwy., Ste. 201
Madison
,
WI
53713
Grant Stafford
(608) 441-3035
Member Since: 2021
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Marquardt Wealth Management, LLC
_
1604 Savannah Way
Waunakee
,
WI
53597
E. Todd Marquardt
(608) 850-9431
Member Since: 2014
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Meicher CPAs
_
1104 Stephenson Lane
Waunakee
,
WI
53597
David Meicher
(608) 826-1900
Member Since: 1981
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Edward Jones - Financial Advisor: Caleb Twedell
_
203 E Main Street, Suite F
Waunakee
,
WI
53597
Caleb Twedell
(608) 849-8891
Member Since: 2024
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Edward Jones /Joseph Baer
_
114 E. Main St. Ste. 219
Waunakee
,
WI
53597
Joseph Baer
(608) 850-7066
Member Since: 2019
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1st Wisconsin Wealth Management LLC
_
1005 Quinn Drive, Ste. 151
Waunakee
,
WI
53597
Patrick Durden, MBA
(608) 850-1032
Member Since: 2007
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Drew Lawrence Agency
_
711 Westbridge Trail
Waunakee
,
WI
53597
Drew Lawrence
(608) 444-4716
Member Since: 2012
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Third Coast Advisors
_
8010 Excelsior Drive Ste 200
Madison
,
WI
53717
Chris Jelenc
(608) 662-8752
Member Since: 2014
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WBD Inc.
_
5202 Eastpark Boulevard, Suite 109
Madison
,
WI
53718
Nick Drewsen
(608) 819-0390
Member Since: 2022
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Madison Partners Mark P. McFarland CFPr
_
109 South St.
Waunakee
,
WI
53597
Mark McFarland
(608) 850-3400
Member Since: 2020
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Fortifi Bank
_
1330 Montondon Ave
Waunakee
,
WI
53597
Jorge Kellman
608-850-7571
Member Since: 2007
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Edward Jones / Guy Stratton Financial Advisor
_
203 E. Main St. Ste. F
Waunakee
,
WI
53597
Guy Stratton
(608) 849-8891
Member Since: 2018
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Business Communication Solutions
_
317 Raemisch Rd
Waunakee
,
WI
53597
Staci Pribbenow
(608) 849-9730
Member Since: 2003
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State Farm - Troy Salisbury Agency
_
331 E. Main Street Ste. 102
Waunakee
,
WI
53597
Troy Salisbury
(608) 850-6444
Member Since: 2008
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Edward Jones / Lauren O'Brien CFP®, AAMS®, CRPC® Financial Advisor
_
221 S. Century Ave.
Waunakee
,
WI
53597
Lauren O'Brien, CFP®, AAMS®, CRPC®
(608) 849-6649
Member Since: 2021
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Edward Jones / Tammy A. Reefe AAMS® Financial Advisor
_
331 E. Main St
Ste 103
Waunakee
,
WI
53597
Tammy A. Reefe AAMS®
(608) 850-6267
Member Since: 2021
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Savant Wealth Management
_
190 Buckley Drive
Rockford
,
Illinois
61107
Brennan Blecker
(815) 227-0300
Member Since: 2023
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