Financial services firms headquartered in Wisconsin

Northwestern Mutualnorthwesternmutual.com

Financial planning and wealth management through life insurance, disability income, annuities, brokerage services, and discretionary portfolio management for over four million clients worldwide.

American Family Insuranceamfam.com

Providing insurance products and services with a focus on fairness, integrity, exceptional claims experience, and building long-term customer relationships.

Bairdrwbaird.com

Provides wealth management, investment banking, asset management, equity research, public finance, and private equity services globally.

Banking Industrylegacybancorp.com

A financial services company dedicated to increasing shareholder value, providing excellent customer service, increasing homeownership, and developing the economic base of communities

Associated Bankassociatedbank.com

Provides comprehensive financial products and services through over 200 locations across Wisconsin, Illinois, Minnesota, and loan offices in several other states.

Fairway Independent Mortgage Corporationfairwayindependentmc.com

Fairway Independent Mortgage Corporation provides personalized mortgage services nationwide with a focus on fast turn times and exceptional customer service

Sentrysentry.com

An insurance company founded in 1904, offering personalized service and insurance products for businesses in various industries, with strong financial stability and customer retention

TruStagetrustage.com

Financially strong insurance, investment, and technology provider dedicated to helping people make confident financial decisions at every stage of life

WPS—A health solutions companywpshealthsolutions.com

A government contractor and insurance industry leader offering affordable health plans, benefits administration, and Medicare services to individuals, businesses, veterans, and military

CUNA Mutual Groupcunamutual.com

Financially strong insurance, investment, and financial services company focused on creating a more equitable financial system through community engagement and products

West Bend Insurance Companythesilverlining.com

Providing property and casualty insurance products for homes, autos, businesses, and personal property with financial stability and customer focus.

Johnson Financial Groupjohnsonfinancialgroup.com

Provides banking, wealth management, mortgage, leasing, and advisory services with strong community values and private family ownership.

WPS Health Insurancewpshealth.com

A leading health insurance provider in Wisconsin offering PPO and HDHP plans, Medicare supplement options, and comprehensive provider networks

Compeer Financialcompeer.com

Member-owned Farm Credit cooperative offering financial products and services to support agriculture and rural communities in Illinois, Minnesota, and Wisconsin

Church Mutual Insurance Company, S.I.churchmutual.com

A leading insurer specializing in protecting religious organizations and other nonprofits, schools, camps, and senior living communities, with a commitment to serving and keeping customers safe

SECURA Insurancesecura.net

Offering flexible, customized property-casualty insurance solutions for businesses, farms, agribusinesses, special events, and nonprofits across multiple states.

WaterStone Bankwsbonline.com

Established in 1921, this community bank offers personal and business banking products with numerous branches and is the parent company to Waterstone Mortgage

CapSpecialtycapspecialty.com

A leading provider of specialty insurance for small to mid-sized businesses in the US, offering a variety of products nationwide with personalized service and successful partnerships

Nicolet National Banknicoletbank.com

Community bank offering commercial lending, private and retail banking services with personalized customer service across multiple regional locations.

UW Credit Unionuwcu.org

A financial institution dedicated to putting members first, with a compassionate culture, professional development, and a focus on work-life balance

Landmark Credit Unionlandmarkcu.com

A customer-owned financial cooperative serving Southern Wisconsin, Northeastern Illinois, and businesses, offering exceptional rates, personalized service, and lower fees

Summit Credit Unionsummitcreditunion.com

Empowering individuals to improve financial well-being through honest advice, building relationships, and providing real solutions as a not-for-profit financial cooperative

Waterstone Mortgage Corporationwaterstonemortgage.com

Provides innovative mortgage lending services with unique loan products and technology to simplify homeownership for customers.

Jewelers Mutual Groupjewelersmutual.com

A leading insurance company dedicated to insuring jewelry businesses and individuals, providing coverage in all 50 states and Canada

Royal Credit Unionrcu.org

A credit union founded in 1964 to serve employees, now with over 300,000 members, focused on community values and providing financial assistance

Quartz Health Solutionsquartzbenefits.com

health plan management and administrative services company focusing on wellness, prevention, network expansion, serving over 350,000 members in Midwest regions

HSA Bank, a division of Webster Bank, N.A.hsabank.com

Providing health savings accounts and benefit solutions to reduce healthcare costs, improve access, and support decision-making for individuals and employers.

Artisan Partnersartisanpartners.com

Global investment platform offering diverse, high value-added multi-asset strategies managed by autonomous teams for sophisticated institutional clients.

M3 Insurancem3ins.com

A leading insurance broker and risk management firm in America, providing world-class resources for managing risk, purchasing insurance, and offering employee benefits

First Business Bankfirstbusiness.bank

A company offering business banking, private wealth management, bank consulting services, and total rewards for employees, committed to supporting communities

TRICOR Insurancetricorinsurance.com

A leading independent insurance agency offering personal, business, and employee benefits coverage with a focus on proactive protection and tailored solutions

Educators Credit Unionlinktr.ee

A member-focused credit union in Southeast Wisconsin, offering fair interest rates, quality service, and opportunities for employees to grow and succeed

State of Wisconsin Investment Boardswib.state.wi.us

An investment organization managing over $165 billion in assets, including public pension funds, with a focus on strong financial futures

The Insurance Centerticinsurance.com

Experienced team providing customized insurance solutions since 1960s, offering quality products and services to individuals and businesses through professional representatives

National Bank of Commerce (WI/MN)nbcbanking.com

A local community bank with over $1 billion in assets, offering personal banking, commercial banking, mortgage solutions, and signature banking services

Wisconsin Housing and Economic Development Authority (WHEDA)wheda.com

Specializing in affordable housing solutions in Wisconsin, we focus on expanding economic prosperity and access to equitable housing options through collaboration and expertise

Horicon Bankhoriconbank.com

Established in 1896, this bank has expanded to multiple locations, offering a variety of financial services to individuals and businesses in their communities

Catholic Financial Lifecatholicfinanciallife.org

This company offers life insurance, annuities, and financial protection services to members across the United States for over 155 years

McClone Insurancemcclone.com

A comprehensive risk management partner providing business insurance, employee benefits, HR outsourcing, 401K services, and personal insurance to protect and enhance businesses

Peoples State Bankpeoplesfinancial.com

A customer-centric bank offering a mix of community service and modern technology for seamless banking experiences like savings, loans, and online banking

The Retirement Advantage, Inc. (TRA)tra401k.com

A national retirement services company offering third party administration and fiduciary services to plan sponsors with $13 billion in assets

Madison Investmentsmadisoninvestments.com

Employee-owned investment firm in Wisconsin managing $22 billion in assets through mutual funds, active ETFs, managed accounts, and customized portfolios with a focus on long-term performance

Blackhawk Bankblackhawkbank.com

A regional bank providing a wide range of banking services to individuals, families, and businesses, with a focus on exceptional customer experiences and community involvement

Dana Investment Advisorsdanainvestment.com

Asset management firm guiding investors through market changes, actively managing US Equity and Fixed Income strategies to deliver consistent excess returns with lower risk

Physicians Plus Insurance Corporationpplusic.com

A nationally recognized managed care organization in south central Wisconsin offering high-quality health insurance with a focus on preventive health and wellness

Midwest Insurance Groupmidwestinsurancegroup.com

An independent insurance agency offering personalized service, risk management, and quality insurance products to protect clients' families and businesses

Heck Capital Advisorsheckcapital.com

Independent investment advisory firm in Wisconsin since the 1950s, specializing in institutional consulting, portfolio management, financial guidance, and building lasting legacies

LEB Insurance Grouplebinsurancegroup.com

Insurance group providing personalized solutions for individuals, families, and businesses Dedicated brokers offer advocacy and protection, using technology to enhance client experience

Third Coast Advisorsthirdcoastadv.com

Providing innovative financial strategies and solutions to help clients protect, accumulate, and conserve their assets, while utilizing cutting-edge technology and products

Landaas & Company, LLClandaas.com

An independent money management firm offering objective investment advice, creating customized portfolios, and prioritizing client success with high ethical standards

State Bank of Chiltonstatebankofchilton.com

Providing financial expertise and exceptional customer service, offering free checking accounts, investment options, student banking, small business loans, and retirement planning

Wisconsin Reinsurance Corporationthewrcgroup.com

A reinsurance corporation providing insurance products and services, with a focus on strong values, client partnerships, and subsidiary growth for mutual companies

Bernicke Wealth Managementbernicke.com

Independent wealth management firm offering comprehensive investment management, wealth planning, retirement planning, and financial strategies Client-focused and research-driven approach helps clients pursue financial goals

Hubhubinternational.com

An Insurance and Risk Management firm dedicated to protecting leading professional and commercial clients, reducing long-term cost of risk

The Starr Groupacrisure.com

A consulting firm providing insurance and risk management services for commercial, life, group benefits, auto, and home coverage, with a focus on education and client needs

Global View Capital Management, LLC.gvcmanagement.com

A diversified financial services firm offering global asset management, investment advisory, and insurance services with a focus on fiduciary care

Operoseoperoseadvisors.com

Dedicated to enhancing clients' wealth, knowledge, and professional networks through institutional investment services and customized financial solutions

Spectrum Benefit Solutions of Central WI LLCspectruminsgroup.com

Expert insurance agency specializing in Group Health Benefits, Individual Health, and Life insurance coverage with a commitment to delivering on client needs

Resonant Capital Advisorsresonantcapital.com

A Wealth and Asset Management firm in Madison, WI since 2018, focusing on institutional and high net-worth clients, offering investment solutions, business transition planning, and family office services

Northwestern Mutual Financial Networknorthwesternmutual.com

This company provides financial security solutions such as life insurance, disability insurance, investment management, and financial services to help clients secure their future

Reinhart Partnersreinhartpartners.com

This company offers investment management services to institutions and high net-worth individuals

Oarsman Capital, Inc.oarsman.net

Providing high-quality investment advisory and portfolio management services with a focus on discipline, balance, and meeting clients' financial goals

Suburban Capital Corp

An investment management company located in West Bend, WI, focusing on managing assets and providing financial services to clients

Isthmus Partners, LLCisthmuspartnersllc.com

Trusted investment partner offering disciplined methodologies, focusing on high quality equities with a long-term growth approach for individuals, families, institutions, and financial advisors

Service Financial, LLCservicefinancial.com

Service Financial offers comprehensive financial solutions for businesses and individuals, helping to maximize assets, increase income, reduce taxes, and build wealth

Emory & Co., LLCemoryco.com

An investment banking firm in Milwaukee, WI, providing merger & acquisition advisory, capital raising, and valuation services for middle market companies

The Milwaukee Companythemilwaukeecompany.com

Wealth management firm focusing on wealth preservation, using evidence-based strategies, low-cost index funds, and personalized risk-adjusted portfolios that adapt to market conditions

Belgium Insurance Groupfarmersagent.com

Belgium Insurance Group is a team of Farmers Agents offering a range of insurance services in Wisconsin with a focus on customer experience and comprehensive coverage

Morgan Dempsey Capital Management LLCmorgandempsey.com

Independent money management firm based in Wisconsin, managing assets for institutions and individual investors through separately managed accounts and model based platforms with a value investing approach

Van De Hey Financial Servicesvandeheyfinancial.com

A financial services business offering a wide range of products and services to help individuals and business owners achieve their financial goals

The Hamilton Group USthehamiltongroupus.com

An independent brokerage offering a wide range of financial programs and products nationwide with a commitment to ethical standards and community involvement

Kellenberger-Landsee and Associates, LLCkellenberger-landsee.com

Insurance brokerage firm specializing in risk management and coverage negotiation for global clients in various industries, with expertise in loss control and claims management

KVC Capital Management, LLC

Specializing in algorithmic futures trading, the company develops and trades strategies for various asset classes including equity, fixed income, foreign exchange, and commodities

Burkart-Heisdorf Insurance Agency, Inc.burkart-heisdorf.com

Provider of business and personal risk management solutions, offering insurance brokerage, employee benefits, and HR consulting services