What departments does Wilson Financial, LLC. have?

Wilson Financial, LLC. has employees across 1 departments including Marketing.

What is the largest department at Wilson Financial, LLC.?

The largest department at Wilson Financial, LLC. is Marketing with 1 employees.

Where are Wilson Financial, LLC. employees located globally?

Wilson Financial, LLC. has employees across 1 continents and 1 countries including United States Of America.

How has Wilson Financial, LLC.'s team size changed over time?

Wilson Financial, LLC.'s team has remained stable from approximately 1 to 1 employees based on available data.

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Wilson Financial, LLC. Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Wilson Financial is a locally owned full-service Registered Investment Advisor (RIA) and CPA firm. We offer services statewide, with our office located in Appleton, WI. We provide high quality services at affordable rates, compared to many of the other Investment Advisors and large regional and national CPA and Tax Preparation firms. Our main areas of service are focused around Investment Management, Financial Planning, Tax Preparation, Small Business Accounting.

Find Wilson Financial, LLC. employees' phone numbers or email addresses

Wilson Financial, LLC. Global Highlights

North America
2

United States Of America
2

Wilson Financial, LLC.'s Leadership

T. W.
Co-Founder
Mobile Phone
Email
M. W.
Co-Owner & Marketing Coordinator
Mobile Phone
Email

Wilson Financial, LLC. Employee Metrics

100%

50%

2026

2025

Business
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Wilson Financial, LLC.

Name

Title

Contact Info

Location

Last Update

M. W.
Co-Owner & Marketing Coordinator
Mobile Phone
Email
United StatesWisconsin
Nov 17, 2025
T. W.
Co-Founder
Mobile Phone
Email
United StatesWisconsin
Nov 15, 2025

Frequently Asked Questions

What is Wilson Financial, LLC. known for?

Wilson Financial, LLC. was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 225 North Richmond Street Suite 206 Appleton, Wisconsin United States; you can contact the main corporate office by phone at

+1-920-830-****

. Explore Wilson Financial, LLC.'s company overview page for more information.

What is Wilson Financial, LLC.'s most common email format?

Wilson Financial, LLC. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wilson Financial, LLC. email formats with LeadIQ.

How many employees does Wilson Financial, LLC. have currently?

Wilson Financial, LLC. has approximately 2 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Wilson Financial, LLC.'s key employees and leadership?

As of February 2026, Wilson Financial, LLC.'s key employees include:

Co-Founder: T. W.
Co-Owner & Marketing Coordinator: M. W.

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