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Find Best Financial Advisors in Appleton, Wisconsin

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Appleton is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Appleton & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Appleton?

Looking for a qualified financial advisor in Appleton? We can help you by narrowing down your options & listing the best financial advisors in Appleton as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Appleton near you with the list of certified and vetted Appleton financial advisors.

List of Qualified Financial Advisors in Appleton, Wisconsin

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Paul Hoffman

Next Third Retirement Coaching

400 N Richmond St Suite F

Appleton, WI 54911

920-733-4453

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Todd Glime

Futurity First Wealth Management

4321 West College Avenue
Suite 200

Appleton, WI 54914

920-606-9446

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Daniel Carlson

Farther Finance, LLC

20826 River Hills Way

Kiel, WI 53042

920-286-1536

Top Financial Advisor Firms in 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 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 Retirement
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

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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