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Wipfli Financial Advisors Employee Directory

Financial ServicesWisconsin, United States51-200 Employees

Wipfli Financial Advisors has about 59 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (93%) and India (7%). Banking and Consulting make up over half of the profiles with a known department. Wipfli Financial Advisors's workforce spans 4 departments.

Find Wipfli Financial Advisors employees' phone numbers or email addresses

Wipfli Financial Advisors Global Highlights

Location
Employees

North America
38

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  • United States Of America
    38

Asia
3

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  • India
    3

North America accounts for 93% of Wipfli Financial Advisors's workforce, followed by Asia (7%).

Wipfli Financial Advisors's Leadership

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

Wipfli Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consulting
  • Finance
  • Business
  • Legal
  • Other
  • Human Resources

Banking is the largest department at 44% of profiles with a known department, followed by Consulting (33%) and Finance (17%).

Contact profiles from Wipfli Financial Advisors

Name
Title
Contact
Location
Last Update
  • Director Of Operations at Wipfli Financial Advisors
    L. M.
    Director Of Operations
    Mobile Phone
    Oct 16, 2024
  • Director Of Operations at Wipfli Financial Advisors
    S. N.
    Director Of Operations
    Mobile Phone
    Oct 23, 2024
  • Senior Financial Advisor at Wipfli Financial Advisors
    D. K.
    Senior Financial Advisor
    Mobile Phone
    Oct 17, 2024
  • Associate Advisor at Wipfli Financial Advisors
    A. K.
    Associate Advisor
    Mobile Phone
    Oct 21, 2024
  • Financial Planner at Wipfli Financial Advisors
    P. S.
    Financial Planner
    Mobile Phone
    Jul 29, 2024
  • Financial Advisor at Wipfli Financial Advisors
    S. R.
    Financial Advisor
    Mobile Phone
    Jul 17, 2025
  • Retirement Plan Services Associate at Wipfli Financial Advisors
    T. L.
    Retirement Plan Services Associate
    Mobile Phone
    Apr 05, 2023
  • Wealth Operations Associate at Wipfli Financial Advisors
    Z. C.
    Wealth Operations Associate
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What are the largest departments at Wipfli Financial Advisors?

Minus sign iconPlus sign iconBanking is the largest department at 44% of profiles with a known department, followed by Consulting (33%) and Finance (17%). Wipfli Financial Advisors's workforce spans 4 departments.

Where are Wipfli Financial Advisors's employees located?

Minus sign iconPlus sign iconWipfli Financial Advisors has about 59 employees across 2 continents, most of them in North America. North America accounts for 93% of Wipfli Financial Advisors's workforce, followed by Asia (7%). By country, the largest groups are United States Of America (93%) and India (7%).

How many employees does Wipfli Financial Advisors have currently?

Minus sign iconPlus sign iconWipfli Financial Advisors has approximately 59 employees as of October 2026. These team members are located across 2 continents, including North America and Asia.

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

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As of October 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

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

Minus sign iconPlus sign iconWipfli Financial Advisors employees' email format typically follows the pattern of FLast@wipflifinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Wipfli Financial Advisors email formats with LeadIQ.

What is Wipfli Financial Advisors known for?

Minus sign iconPlus sign iconWipfli Financial Advisors operates in the Financial Services industry. You can contact Wipfli Financial Advisors's main corporate office by phone at
+1-650-620-****
. Explore Wipfli Financial Advisors's company overview page for more information.

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