HR Execs on the Move

Wipfli Financial Advisors

www.wipflifinancial.com

 
At Wipfli Financial, we see things differently. We opened for business in 1999 with a mission to make objective, fiduciary-focused financial advice available to the everyday investor. Nearly two decades later, we`ve taken this mission across the country to help a range of clients feel confident in their financial future, from individual investors and families to small businesses and retirement plans. It starts with a CPA-based service philosophy. Joining forces with one of the nation`s leading CPA firms has not only enabled us to further our mission — it has allowed our clients to benefit from full-spectrum advice that can ...
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details

Similar Companies

Citizens Equity First Credit Union

CEFCU was founded in 1937 as Caterpillar Employees Credit Union (CECU), later switched to a federal credit union charter and the name CEFCU (Caterpillar Employees Federal Credit Union). Upon legally separating from Caterpillar, CEFCU changed its acronym to more accurately reflect membership eligibility; first, to "Construction Equipment Federal Credit Union" and, later, to "Citizens Equity Federal Credit Union."

Cannon Trading Co

Cannon Trading Co is a Beverly Hills, CA-based company in the Financial Services sector.

Contango Advisors

Contango Advisors is one of the leading providers in Financial Services. It is based in Bedford, TX. To find more information about Contango Advisors, please visit www.contangoadvisors.com

Marlin Capital Solutions

Were the small business lender.

M Science

M Science is a data-driven research and analytics firm, uncovering new insights for leading financial institutions and corporations. Founded in 2002, M Science is revolutionizing research, discovering new data sets and pioneering methodologies to provide actionable intelligence. Our research teams have decades of expertise working with massive amounts of unstructured data in near real-time to discern critical insights that help clients make smarter, more informed decisions. We combine the best of finance, data and technology to create a truly unique value proposition for both financial services firms and top corporations.