What departments does Wipfli Financial Advisors have?

Wipfli Financial Advisors has employees across 2 departments including Operations, Banking.

What is the largest department at Wipfli Financial Advisors?

The largest department at Wipfli Financial Advisors is Operations with 3 employees.

Where are Wipfli Financial Advisors employees located globally?

Wipfli Financial Advisors has employees across 2 continents and 2 countries including India, United States Of America.

How has Wipfli Financial Advisors's team size changed over time?

Wipfli Financial Advisors's team has grown from approximately 17 to 20 employees based on available data.

Wipfli Financial Advisors Employee Directory

Financial ServicesWisconsin, United States51-200 Employees

Wipfli Financial Advisors is a financial services firm based in Wauwatosa, Wisconsin, founded in 1999 to provide objective, fiduciary-focused financial guidance to everyday investors. It serves individuals, families, small businesses, and retirement plans, helping them feel confident about their financial future. The firm operates under a CPA-based service philosophy and partners with a leading CPA firm to deliver integrated support across financial planning, tax, insurance, and investments.

The advisory team blends interactive planning technology with advisory expertise to support clients through life-stage transitions. Within the financial services industry, the firm foregrounds fiduciary duty and customized, long-term planning, extending its services beyond Wisconsin to clients across the country.

Wipfli Financial Advisors Global Highlights

North America
39

United States Of America
39

Asia
2

India
2

Wipfli Financial Advisors's Leadership

L. M.
Director Of Operations
Mobile Phone
Email
S. N.
Director Of Operations
Mobile Phone
Email
D. K.
Senior Financial Advisor
Mobile Phone
Email
A. K.
Associate Advisor
Mobile Phone
Email
P. S.
Financial Planner
Mobile Phone
Email
S. R.
Financial Advisor
Mobile Phone
Email
T. L.
Retirement Plan Services Associate
Mobile Phone
Email
Z. C.
Wealth Operations Associate
Mobile Phone
Email

Wipfli Financial Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Consultant
Finance
Business
Legal
Other
Human Resources

Contact profiles from Wipfli Financial Advisors

Name

Title

Contact Info

Location

Last Update

L. M.
Director Of Operations
Mobile Phone
Email
Oct 16, 2024
S. N.
Director Of Operations
Mobile Phone
Email
Oct 23, 2024
D. K.
Senior Financial Advisor
Mobile Phone
Email
Oct 17, 2024
A. K.
Associate Advisor
Mobile Phone
Email
Oct 21, 2024
P. S.
Financial Planner
Mobile Phone
Email
Jul 29, 2024
S. R.
Financial Advisor
Mobile Phone
Email
Jul 17, 2025
T. L.
Retirement Plan Services Associate
Mobile Phone
Email
Apr 05, 2023
Z. C.
Wealth Operations Associate
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Wipfli Financial Advisors known for?

Wipfli Financial Advisors operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-650-620-****

. Explore Wipfli Financial Advisors's company overview page for more information.

What is Wipfli Financial Advisors's most common email format?

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

How many employees does Wipfli Financial Advisors have currently?

Wipfli Financial Advisors has approximately 63 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Wipfli Financial Advisors's key employees and leadership?

As of July 2026, Wipfli Financial Advisors's key employees include:

Director Of Operations: L. M.
Director Of Operations: S. N.
Senior Financial Advisor: D. K.
Associate Advisor: A. K.
Financial Planner: P. S.

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Wipfli Financial Advisors Employee Directory

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