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Find The 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!

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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

advisor-photo

Todd J. Glime Wealth Management, LLC

Futurity First Wealth Management

4321 West College Avenue
Suite 200

Appleton, WI 54914

920-606-9446

advisor-photo

Endowment Wealth Management

Endowment Wealth Management

W6272 Communication Court

Appleton, WI 54914

920-785-6010

Top Financial Advisor Firms in Appleton, Wisconsin (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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 AdvisorOffice LocationPhone 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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