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Find The Best Financial Advisors in Appleton, Wisconsin
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How To Find The Best Financial Advisors in Appleton, Wisconsin
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Appleton, Wisconsin, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and 37 non-vetted financial advisors in Appleton, Wisconsin, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Appleton, Wisconsin have an average of 20 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Appleton, Wisconsin
Todd J. Glime Wealth Management, LLC
Futurity First Wealth Management
4321 West College Avenue
Suite 200
920-606-9446
Top Financial Advisor Firms in Appleton, Wisconsin (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| ADVISORS' PRIDE INC. 100 W. Lawrence Street, Suite 304 Appleton, WI, 54911 | 170669 | $1,301,107,732 | 6222 | A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEES FROM OTHER REGISTERED INVESTMENT ADVISORS) |
| MCGLONE SUTTNER WEALTH MANAGEMENT, INC. 5765 W. Grande Market Drive, Suite A Appleton, WI, 54913 | 149830 | $540,828,299 | 1674 | A percentage of AUM, Hourly charges, Fixed fees |
| COPPER HARBOR INVESTMENT ADVISORS, LLC 250 North Metro Drive, Suite A Appleton, WI, 54913 | 169978 | $488,640,000 | 216 | A percentage of AUM, Hourly charges |
| WINCH FINANCIAL 424 E. Wisconsin Avenue, Appleton, WI, 54911 | 110194 | $432,094,101 | 2518 | A percentage of AUM, Hourly charges, Fixed fees |
| SUMNICHT & ASSOCIATES, LLC W6240 Communication Court, Suite #1 Appleton, WI, 54914-8549 | 111421 | $341,751,126 | 372 | A percentage of AUM, Hourly charges, Fixed fees, Other (TRUST ADMINISTRATION FEES) |
| KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP 3601 E. Evergreen Drive, Suite 100 Appleton, WI, 54913 | 142682 | $329,797,657 | 2011 | A percentage of AUM, Hourly charges, Fixed fees |
| AVAII WEALTH MANAGEMENT, LLC 2101 N Casaloma Dr, Appleton, WI, 54913 | 298165 | $315,213,155 | 1488 | A percentage of AUM, Hourly charges, Fixed fees |
| ENDOWMENT WEALTH MANAGEMENT, INC. W6272 Communication Court, Appleton, WI, 54914-8531 | 108652 | $294,564,725 | 1590 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| THE APPLETON GROUP, LLC 100 W. Lawrence St, Suite 306 Appleton, WI, 54911 | 119209 | $243,624,048 | 246 | A percentage of AUM |
| CONCEPTUAL FINANCIAL ADVISORS, LLC 2561 E. Calumet St., Appleton, WI, 54915 | 167513 | $120,097,455 | 672 | A percentage of AUM, Hourly charges, Fixed fees |
| ISECTORS, LLC W6240 Communication Court, Suite 1 Appleton, WI, 54914-8549 | 147589 | $22,165,985 | 104 | A percentage of AUM, Other (LICENSE FEES BASED ON PERCENTAGE OF ASSETS IN INVESTMENT MODELS) |
| ETF MODEL SOLUTIONS, LLC W6272 Communication Court, Appleton, WI, 54914-8531 | 168410 | $13,960,720 | 174 | A percentage of AUM, Other (LICENSE FEES) |
Additional Financial Advisors in Appleton, Wisconsin
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| Andrew Weyker Inquire with Andrew | W6228 Communication Ct, Appleton, WI 54914 | 920-731-0324 |
| Brandy L. DeBroux Inquire with Brandy | 4545 West College Ave, Ste 300 Appleton, WI 54914 | 920-997-6463 |
| Aoibheann Greene Inquire with Aoibheann | 39 Park Pl, Ste 100 Appleton, WI 54914 | 920-997-0668 |
| The Retirement Advantage, Inc. Inquire with The | 600 S Nicolet Rd, Appleton, WI 54914 | 888-872-2364 |
| Mark Lowery Inquire with Mark | 35 Park Pl, Ste 300 Appleton, WI 54914 | 920-574-2936 |
| Michael D Shepard Inquire with Michael | W6228 Communication Ct, Appleton, WI 54914 | 920-955-7283 |
| Jeffrey R Esker Inquire with Jeffrey | 425 W Water St, Ste 250 Appleton, WI 54911 | 920-955-7788 |
| Cody Johnson Inquire with Cody | 446 N Westhill Blvd, Ste 5 Appleton, WI 54914 | 920-731-1758 |
| Richard Lowery Inquire with Richard | 35 Park Pl, Ste 300 Appleton, WI 54914 | 920-574-2936 |
| Frank Hinnendael Inquire with Frank | 39 Park Pl, Ste 100 Appleton, WI 54914 | 920-997-0668 |
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