Retention champions in Wisconsin in 2026, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of October 11, 2026, the top 3 include Timothy Holdmann (Accunet Mortgage LLC, NMLS #1593146), James Kane (Thompson Kane & Company, Inc., NMLS #280777), and Jerome Serketich (Accunet Mortgage LLC, NMLS #260940).
Updated · Recorded mortgage transactions typically appear in this dataset approximately 22 days after the recording date.
| Rank | Loan officer | LO NMLS | Current Lender / Broker | Lender NMLS | Location | Retained Volume | Retained Loans | Retention Rate |
|---|---|---|---|---|---|---|---|---|
| #1 | Timothy Holdmann | 1593146 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $17.9M | 48 | 82.8% |
| #2 | James Kane | 280777 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $14.4M | 39 | 31.2% |
| #2 | Jerome Serketich | 260940 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $12.6M | 39 | 81.3% |
| #4 | Patrick Averill | 926414 | Thompson Kane & Company, Inc. | 898428 | Madison, WI | $13.0M | 37 | 33.6% |
| #5 | James MacCudden | 283662 | Majesty Mortgage Inc | 284262 | Brookfield, WI | $10.3M | 31 | 75.6% |
| #6 | Tammy Klemmer | 747127 | JOHNSON BANK | 463046 | Brookfield, WI | $18.9M | 30 | 81.1% |
| #6 | Michael Zilli | 233940 | Fairway Independent Mortgage Corporation | 2289 | Fitchburg, WI | $12.7M | 30 | 83.3% |
| #8 | Aaron Zuege | 2058237 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $9.6M | 28 | 60.9% |
| #8 | Jason Weber | 275447 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $8.7M | 28 | 62.2% |
| #10 | Bradley Kramer | 1196031 | Accunet Mortgage LLC | 255368 | Waukesha, WI | $8.9M | 27 | 75.0% |
| #10 | Skyler Myers | 2020180 | Bank of New Glarus, The | 619812 | New Glarus, WI | $10.0M | 27 | 81.8% |
| #10 | Justin Drabowicz | 1006433 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $11.7M | 27 | 75.0% |
| #10 | Nicholas Gundrum | 444566 | ProVisor, Inc. | 1802853 | Brookfield, WI | $11.7M | 27 | 81.8% |
| #14 | Jacob Salemi | 678222 | Epic Mortgage Processing LLC | 2404936 | Hampshire, IL | $8.4M | 25 | 59.5% |
| #14 | Daniel O'Brien | 222714 | Educated Mortgage Services, LLC | 222652 | Madison, WI | $7.3M | 25 | 65.8% |
| #16 | Craig Stanislaw | 400618 | Fairway Independent Mortgage Corporation | 2289 | Brookfield, WI | $11.1M | 24 | 80.0% |
| #16 | Todd Simon | 766424 | Ark-La-Tex Financial Services, LLC | 2143 | Brookfield, WI | $8.9M | 24 | 64.9% |
| #18 | Robert Bartel | 271670 | Cream City Mortgage, LLC | 2439594 | Egg Harbor, WI | $7.1M | 23 | 57.5% |
| #18 | Amanda Henschel | 553566 | U.S. Bank National Association | 402761 | Fond du Lac, WI | $9.4M | 23 | 76.7% |
| #20 | Peter Radjenovich | 283702 | Guild Mortgage Company LLC | 3274 | Greenfield, WI | $5.3M | 22 | 73.3% |
| #20 | Rick McKinley | 506801 | University of Wisconsin Credit Union | 411231 | Madison, WI | $7.7M | 22 | 66.7% |
| #20 | Jane Johnson | 500888 | The Northwestern Bank | 461009 | Chippewa Falls, WI | $5.0M | 22 | 55.0% |
| #23 | Melinda Halverson | 928897 | BANK OF DEERFIELD, THE | 523183 | Deerfield, WI | $4.5M | 21 | 75.0% |
| #24 | Megan Davis | 633108 | PARK BANK, THE | 477718 | Madison, WI | $12.6M | 20 | 74.1% |
| #24 | James Pope | 755964 | Barrington Bank & Trust Company N.A. | 449042 | Madison, WI | $17.3M | 20 | 60.6% |
| #24 | Jacob Schoemann | 403002 | Ixonia Bank | 423065 | Brookfield, WI | $7.7M | 20 | 50.0% |
| #27 | Jacob Schultz | 1609840 | Bank of Lake Mills | 460552 | Watertown, WI | $3.7M | 19 | 76.0% |
| #27 | Thomas Counsell | 1008213 | CME Lending Group LLC | 1248883 | Brookfield, WI | $8.0M | 19 | 48.7% |
| #27 | Scott Berg | 280360 | NATIONS LENDING CORPORATION | 32416 | Waukesha, WI | $5.6M | 19 | 59.4% |
| #30 | Nicholas Campbell | 278737 | NATIONS LENDING CORPORATION | 32416 | Appleton, WI | $5.4M | 18 | 50.0% |
| #30 | Ryan Smith | 287314 | Guild Mortgage Company LLC | 3274 | Madison, WI | $5.8M | 18 | 62.1% |
| #30 | Brian Hofmann | 1114622 | Mortgage Nerds, LLC | 1946237 | Appleton, WI | $7.3M | 18 | 41.9% |
| #30 | Julie Peot | 441412 | UnitedOne Credit Union | 439833 | Manitowoc, WI | $2.2M | 18 | 58.1% |
| #30 | John Warren | 1990435 | A+ Mortgage Services, Inc. | 259353 | Muskego, WI | $6.1M | 18 | 52.9% |
| #30 | Jamison Kaul | 879044 | Fairway Independent Mortgage Corporation | 2289 | Mequon, WI | $5.4M | 18 | 51.4% |
| #30 | Mark Joswick | 515897 | Altra Federal Credit Union | 457287 | La Crosse, WI | $6.4M | 18 | 69.2% |
| #37 | Isaac Haight | 1705180 | University of Wisconsin Credit Union | 411231 | Madison, WI | $6.0M | 17 | 58.6% |
| #37 | Marie Jones | 290059 | Fairway Independent Mortgage Corporation | 2289 | Watertown, WI | $5.5M | 17 | 51.5% |
| #37 | Kyle Geis | 585582 | Waukesha State Bank | 439834 | Waukesha, WI | $6.6M | 17 | 65.4% |
| #37 | Eric Reed | 1110784 | Ixonia Bank | 423065 | Brookfield, WI | $5.8M | 17 | 68.0% |
| #37 | Charles Sindelar | 915408 | JPMorgan Chase Bank, National Association | 399798 | Brookfield, WI | $5.0M | 17 | 65.4% |
| #37 | William Moeller | 536570 | ProVisor, Inc. | 1802853 | Brookfield, WI | $5.3M | 17 | 68.0% |
| #37 | Scott Halverson | 400674 | A+ Mortgage Services, Inc. | 259353 | Delafield, WI | $7.0M | 17 | 44.7% |
| #44 | Ritchie Baumann | 957614 | ProVisor, Inc. | 1802853 | Watertown, WI | $4.4M | 16 | 57.1% |
| #44 | Mary Ann Scheel | 296822 | Great Midwest Bank, SSB | 249067 | Greenfield, WI | $4.9M | 16 | 94.1% |
| #44 | Scott Spieker | 283113 | Bank Five Nine | 410817 | Oconomowoc, WI | $6.4M | 16 | 55.2% |
| #44 | Sandra Okruszynski | 261319 | Bell Bank | 419538 | West Bend, WI | $6.6M | 16 | 72.7% |
| #44 | Mark David | 241449 | Bank CMG | 491916 | Brookfield, WI | $4.8M | 16 | 33.3% |
| #44 | Brenda Fisher | 515904 | Altra Federal Credit Union | 457287 | La Crosse, WI | $7.3M | 16 | 64.0% |
| #44 | Troy Magestro | 555773 | University of Wisconsin Credit Union | 411231 | Madison, WI | $6.5M | 16 | 57.1% |
These rankings are powered by MMI's nationwide residential mortgage public record dataset. MMI collects mortgage transaction data from recording jurisdictions across the United States, with an average data latency of approximately 22 days from the recording date.
Transactions are matched to NMLS identifiers for loan officers, lenders, and brokers where applicable. MMI then deduplicates, normalizes, and validates this data to create an authoritative mortgage production dataset that powers MMI's analytics, recruiting, marketing, and intelligence products.
Rankings reflect recorded mortgage transactions available to MMI at the time of the last data refresh. Recent activity may continue to update as additional transactions are recorded and processed.
TopMortgageOriginators.com. Retention Champions by Loan Count — Wisconsin (2026). Powered by MMI public record mortgage production data, accessed October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/wisconsin/top-retention-by-units/2026
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