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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 3 vetted financial advisors and 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
920-606-9446
Top Financial Advisor Firms in Appleton, Wisconsin (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| GATEWAY WEALTH PARTNERS, LLC 100 W. Lawrence Street, Suite 304 Appleton, WI, 54911 | 322789 | $1,151,846,016 | 6080 | A Percentage of AUM, Hourly charges, Fixed Fees |
| MCGLONE SUTTNER WEALTH MANAGEMENT, INC. 3501 E Evergreen Drive, Ste A Appleton, WI, 54913 | 149830 | $549,050,926 | 1891 | A Percentage of AUM, Hourly charges, Fixed Fees |
| COPPER HARBOR INVESTMENT ADVISORS, LLC 250 North Metro Drive, Suite A Appleton, WI, 54913 | 169978 | $504,000,000 | 229 | A Percentage of AUM, Hourly charges |
| WINCH FINANCIAL 424 E. Wisconsin Avenue, Appleton, WI, 54911 | 110194 | $333,928,288 | 2276 | A Percentage of AUM, Hourly charges, Fixed Fees |
| AVAII WEALTH MANAGEMENT, LLC 2101 N Casaloma Dr, Appleton, WI, 54913 | 298165 | $303,682,414 | 1775 | A Percentage of AUM, Hourly charges, Fixed Fees |
| KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP 3601 E. Evergreen Drive, Suite 100 Appleton, WI, 54913 | 142682 | $298,342,639 | 2133 | A Percentage of AUM, Hourly charges, Fixed Fees |
| ENDOWMENT WEALTH MANAGEMENT, INC. W6272 Communication Court, Appleton, WI, 54914-8531 | 108652 | $296,249,741 | 1546 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| SUMNICHT & ASSOCIATES, LLC 5485 W Grande Market Drive, Suite D Appleton, WI, 54913 | 111421 | $255,112,539 | 116 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (TRUST ADMINISTRATION FEES) |
| THE APPLETON GROUP, LLC 100 W. Lawrence St, Suite 306 Appleton, WI, 54911 | 119209 | $194,061,100 | 242 | A Percentage of AUM |
| CONCEPTUAL FINANCIAL ADVISORS, LLC 2561 E. Calumet St., Appleton, WI, 54915 | 167513 | $117,256,530 | 1096 | A Percentage of AUM, Hourly charges, Fixed Fees |
| CORNERSTONE FINANCIAL GROUP 158 E Northland Ave, Appleton, WI, 54911 | 324255 | $102,850,354 | 847 | A Percentage of AUM, Fixed Fees |
| ETF MODEL SOLUTIONS, LLC W6272 Communication Court, Appleton, WI, 54914-8531 | 168410 | $12,408,833 | 194 | A Percentage of AUM, Other (LICENSE FEES) |
| ISECTORS, LLC 5485 W Grande Market Drive, Suite D Appleton, WI, 54913 | 147589 | $0 | 0 | Other (LICENSE FEES BASED ON PERCENTAGE OF ASSETS IN INVESTMENT MODELS) |
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