Find Top Financial Advisors in Appleton, Wisconsin

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Appleton, Wisconsin
Last Updated - 12-May-2022

Appleton has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 36 non-vetted advisors in your local area. These financial advisors in Appleton , Wisconsin have an average of 18 years of experience.

NOTE: The list of financial advisors in Appleton , Wisconsin mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Appleton , Wisconsin .

Qualified Financial Advisors in Appleton, Wisconsin
Financial Advisor Experience AUM Minimum Assets Fee Structure
Todd Glime
Life Underwriter Training Council Fellow (LUTCF), LUTCF®
4321 West College Avenue,
Appleton, WI 54914
18 Not Specified $5000.00 Fee-Based

Information on Qualified Financial Advisors in Appleton

Qualifications CRD# 4697151
Series 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee

Office Location 4321 West College Avenue,
Suite 200,
Phone Number 920-606-9446

Todd holds a bachelor's degree in Finance from UW-Whitewater.In addition to being a Financial Planner, Todd Glime is a member of the National Association of Insurance and Financial Advisors and Fox Valley Estate Planning Council. He also holds the Life Underwriter Training Council Fellow (LUTCF) designation. In his free time, Todd likes to golf, hunt, and snowmobile.

About Futurity First Wealth Management

I provide comprehensive financial planning for my clients from investment,estate planning,life insurance,annuities, disability, and long term care. I am an independent broker and represent multiple companies.I am a member of NAIFA and MDRT. I belong to the Fox Valley Estate Planning Council.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Top Financial Advisor Firms in Appleton, Wisconsin
Firm Name AUM No. of Clients Fee Structure
Isectors, Llc
W6240 Communication Court , Suite 1,
Appleton, WI 54914-8549
$22,165,985 104 A percentage of AUM
Mcglone Suttner Wealth Management, Inc.
5765 W. Grande Market Drive , Suite A,
Appleton, WI 54913
$540,828,299 1674 A percentage of AUM
Hourly charges
Fixed fees
Etf Model Solutions, Llc
W6272 Communication Court,
Appleton, WI 54914-8531
$13,960,720 174 A percentage of AUM
Copper Harbor Investment Advisors, Llc
250 North Metro Drive , Suite A,
Appleton, WI 54913
$488,640,000 216 A percentage of AUM
Hourly charges
Avaii Wealth Management, Llc
2101 N Casaloma Dr,
Appleton, WI 54913
$315,213,155 1488 A percentage of AUM
Hourly charges
Fixed fees
Sumnicht & Associates, Llc
W6240 Communication Court , Suite #1,
Appleton, WI 54914-8549
$341,751,126 372 A percentage of AUM
Hourly charges
Fixed fees
Kerntke Otto Mcglone Wealth Management Group
3601 E. Evergreen Drive , Suite 100,
Appleton, WI 54913
$329,797,657 2011 A percentage of AUM
Hourly charges
Fixed fees
The Appleton Group, Llc
100 W. Lawrence St , Suite 306,
Appleton, WI 54911
$243,624,048 246 A percentage of AUM
Endowment Wealth Management, Inc.
W6272 Communication Court,
Appleton, WI 54914-8531
$294,564,725 1590 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Advisors' Pride Inc.
100 W. Lawrence Street , Suite 304,
Appleton, WI 54911
$1,301,107,732 6222 A percentage of AUM
Hourly charges
Fixed fees
Winch Financial
424 E. Wisconsin Avenue,
Appleton, WI 54911
$432,094,101 2518 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional 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 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
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?