Wipfli Corporate Finance Advisors, LLC Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

Wipfli Corporate Finance Advisors, LLC, is a leading financial services firm for successful middle-market companies. We pride ourselves on earning our clients' confidence through dedication to their strategic and transaction needs while also providing Wall Street-caliber advice and guidance.

Whether you seek an advisor to facilitate an M&A transaction or to raise capital, rest assured you will get the senior-level attention and resources you deserve with limited interruption to management, employees, and customers.

Investment banking services provided by RKCA, Inc., Member SIPC/FINRA, 1077 Celestial Street, Cincinnati, Ohio 45202. Phone: 513.371.5533. Certain Wipfli Corporate Finance Advisors, LLC associates are registered representatives of RKCA, Inc. Wipfli Corporate Finance Advisors, LLC is a subsidiary of Wipfli Advisory LLC. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms. RKCA, Inc. does not provide accounting, tax or legal advice. Investing involves the risk of loss. Past performance is not indicative of future results.

Find Wipfli Corporate Finance Advisors, LLC employees' phone numbers or email addresses

Wipfli Corporate Finance Advisors, LLC Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Asia
1

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  • India
    1

Wipfli Corporate Finance Advisors, LLC's Leadership

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    C. H.
    Investment Banking Vice President
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    A. G.
    Director Investment Banking
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    C. J.
    Managing Director At Wipfli Corporate Finance Advisors, Llc
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    K. J.
    Managing Director
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    P. O.
    Managing Director, Investment Banking
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    J. M.
    Investment Banking Associate
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    M. J.
    Investment Banking Analyst
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    T. W.
    Investment Banking Associate
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Wipfli Corporate Finance Advisors, LLC Employee Metrics

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50%
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2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Wipfli Corporate Finance Advisors, LLC

Name
Title
Contact Info
Location
Last Update
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    C. H.
    Investment Banking Vice President
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    Jan 30, 2026
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    A. G.
    Director Investment Banking
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    United StatesMinnesota
    Nov 19, 2025
  • Stylized image of a person
    C. J.
    Managing Director At Wipfli Corporate Finance Advisors, Llc
    Phone icon
    United StatesMinnesota
    Jan 30, 2026
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    K. J.
    Managing Director
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    United StatesWisconsin
    Aug 19, 2025
  • Stylized image of a person
    P. O.
    Managing Director, Investment Banking
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    United StatesWisconsin
    Dec 17, 2025
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    J. M.
    Investment Banking Associate
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    United StatesMinnesota
    Jan 14, 2026
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    M. J.
    Investment Banking Analyst
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    Jan 20, 2026
  • Stylized image of a person
    T. W.
    Investment Banking Associate
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    Jan 20, 2026
  • Stylized image of a person
    K. C.
    Investment Banking Associate
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    United StatesMinnesota
    Jan 14, 2026

Frequently Asked Questions

What is Wipfli Corporate Finance Advisors, LLC known for?

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Wipfli Corporate Finance Advisors, LLC operates in the Financial Services industry. The company's main headquarters is located in 10000 Innovation Drive Suite 250 Milwaukee, Wisconsin United States; you can contact the main corporate office by phone at . Explore Wipfli Corporate Finance Advisors, LLC's company overview page for more information.

What is Wipfli Corporate Finance Advisors, LLC's most common email format?

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

How many employees does Wipfli Corporate Finance Advisors, LLC have currently?

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Wipfli Corporate Finance Advisors, LLC has approximately 15 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Wipfli Corporate Finance Advisors, LLC's key employees and leadership?

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As of February 2026, Wipfli Corporate Finance Advisors, LLC's key employees include:

  • Investment Banking Vice President: C. H.
  • Director Investment Banking: A. G.
  • Managing Director At Wipfli Corporate Finance Advisors, Llc: C. J.
  • Managing Director: K. J.
  • Managing Director, Investment Banking: P. O.

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