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Qualifications of Financial Advisor in Appleton

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Financial Advisors in Appleton, Wisconsin
Financial Advisor Office Location Phone Number
Craig Mottl,
Financial Engines Advisors, LLC
4650 W. Spencer St.,
Appleton, WI  54913
(262) 717-0022
Chadwick Oldenburg, CFP®, MBA,
Denarius Wealth Management LLC
3701 E Evergreen Dr,
Appleton, WI  54913
(920) 941-0225
Andrew Hermsen,
Hermsen Wealth Management
1200 Centennial Centre Blvd,
Hobart, WI  54155
(920) 496-0123
J.D. Kopp, MBA,
Kopp Financial
1002 S Fisk Street Suite #230,
Green Bay, WI  54304
(920) 315-0121
Russell Olson, CPWA®,
Financial Consulting Services, Inc.
1500 River Pines Drive,
Green Bay, WI  54311
(920) 432-5242

Information on Qualified Financial Advisors in Appleton

Qualifications CRD# 5018780
FirmCRD# 104510

Compensation/Fee I am a Fee-Based financial professional


Office Location 4650 W. Spencer St.,
Appleton,
WI 
54913
Phone Number (262) 7170022

Joined Financial Engines in 2012. Began his career in the financial services industry in 2005. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and the Certified Fund Specialist (CFS®) certification(s). Bachelor's degree in Business Administration from University of Wisconsin-Whitewater. Married to Tiffany. They have three child. Craig enjoys fishing, hunting, boating, and football.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5999601
FirmCRD# 168989
Series 7, 66

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee, Hourly


Office Location 3701 E Evergreen Dr,
Ste 225,
Appleton,
WI 
54913
Phone Number (920) 9410225

Chadwick Oldenburg, CFP®, MBA Owner/Principal Denarius Wealth Management LLC Chadwick is the founder of Denarius Wealth Management LLC. Our mission is to build long term relationships with our clients by helping them secure their financial future and manage their success. We see ourselves as personal CFOs; providing our clients with guidance, support and service to manage their financial affairs, while they concentrate on strategy and enjoy the fruits of their hard work. Prior to starting Denarius Wealth Management, Chadwick was a co-owner and Portfolio Manager at an RIA in Wauwatosa, Wisconsin which provided investment advisory services and insurance solutions to individuals, businesses, and non-profit corporations. Education & Experience Chadwick is a CERTIFIED FINANCIAL PLANNER" Practitioner. He graduated from Southern Methodist University (SMU) earning a Master of Business Administration with concentrations in both International Finance and Management Consulting and Strategy. While at SMU, Chadwick studied European Business and Financial Markets at WHU - Otto Beisheim School of Management in Vallendar, Germany. As an undergraduate at Purdue University, he graduated early (3½ years) with a Bachelor of Science in Aeronautical and Astronautical Engineering. Chadwick possesses a solid understanding of foreign protocols and cultural diversities. He has travelled extensively throughout the world including over 30 countries and 5 continents. Family & Activities Chadwick and his wife, Angela, live with their four children in Appleton, Wisconsin. In his spare time, he enjoys attending his children's activities, volunteering for various organizations, designing his homebuilt airplane, renovating his house, flying, sailing, scuba diving, travelling and reading.

About Denarius Wealth Management LLC

Denarius Wealth Management, an independent, fee-only Registered Investment Advisor (RIA), offers objective wealth management, personal financial planning, retirement plan services and investment advisory services. We provide unbiased, personalized advice through our financial planning, investment management and advisory services. Unlike a broker or registered representative, we do not get compensation and commissions by selling annuities, stocks or mutual funds to you. We work for you. As a small, privately held firm, we work to help individuals, families, trusts, foundations, and businesses build and manage more predictable, consistent and profitable portfolios over time.



Qualifications CRD# 4673352
FirmCRD# 2225
Series 6, 7, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions


Office Location 1200 Centennial Centre Blvd,
Suite 300,
Hobart,
WI 
54155
Phone Number (920) 4960123

Andrew is an independent adviser who specializes in helping people who are already retired or close to retiring. He listens to your needs and creates a plan to help ensure your financial goals are accomplished. Mr. Hermsen only gives advice that is in your best interest and he does not receive commissions to avoid that conflict of interest. Andrew will create an investment portfolio based on the amount of risk you are comfortable taking and use low-cost investments to help you achieve the best investment return possible. An initial meeting with Andrew is free or charge and without obligation. He is confident that you will find the meeting worthwhile of your time and reassuring that you have found someone you can trust.

About Hermsen Wealth Management

Andrew Hermsen is an Accredited Investment Fiduciary (AIF) with his own independent financial planning firm located in Northeast Wisconsin. He listens to you and, based on that information, will create a financial plan and investment allocation to help ensure you reach your goals. As an AIF, Andrew works as a fiduciary for you meaning he does not work on commission and only gives advice with your best interests at heart. In a short initial meeting with him, he will answer any financial questions you have. If you feel he can help you achieve your long-term goals, you can discuss working together.



Qualifications CRD# 5187648
FirmCRD# 169118
Series 65


Office Location 1002 S Fisk Street Suite #230,
Call: 920.315.0121,
Green Bay,
WI 
54304
Phone Number (920) 3150121

J.D. registered Kopp Financial as a Registered Investment Advisor in the State of Wisconsin after he passed the Uniform Investment Advisor Law Exam in 2013 (Series 65). Prior to founding Kopp Financial, J.D. worked for Fortune 500 companies such as IBM and Ameriprise Financial Services. J.D. has a Masters in Business Administration from Cardinal Stritch University and a Bachelor of Arts from Gustavus Adolphus College. Financial Advising is a second career for J.D., as he has over 20 years of Information Technology experience, mostly in senior management roles. J.D. founded his financial business because he believes all people deserve access to sound financial advice, not just the mass affluent. J.D. lives in Howard, Wisconsin with his wife and two children.

About Kopp Financial

You deserve access to sound financial advice, and you should not pay thousands of dollars for it. Did you know that most Financial Advisors will take more than 1% of your money from you each year? That's a lot to pay for sound advice, and it can add up to thousands of dollars for many investors. So what makes Kopp Financial different? It's simple. We charge a fair price. Most advisors charge at least 3 times more than Kopp Financial. We do things differently. We don't need to enrich ourselves at your expense, taking an unfair share of your retirement savings. We don't compromise on the quality of our services, either. Financial Advising is about knowledge, not fancy office buildings, oak desks, or expensive suits. We only invest in our expertise and the services we provide to you, keeping other costs to a minimum. This is how we provide the best Financial Advising value in Wisconsin. We are a registered investment advisor in the state of Wisconsin, operating out of the Green Bay area. We also travel to clients throughout northern Wisconsin, meeting clients in their homes. Our fee structure is simple and we never work on commission for specific financial products.



Qualifications CRD# 3013349
FirmCRD# 8032
Series 7, 9, 10, 31, 66


Office Location 1500 River Pines Drive,
Green Bay,
WI 
54311
Phone Number (920) 4325242

Russ started his career in the financial services industry in 1997; he joined Financial Consulting Services in 2012. Russ focuses his business on income distribution strategies for retirees, retirement solutions for individuals that have publically traded stock in their company retirement plans and high net worth individuals who are looking to simplify their investment process. Russ earned a Bachelors of Business Administration degree at St. Norbert College before completing his Masters of Science degree in financial markets from Illinois Institute of Technology. In 2011 Russ completed the demanding educational program and background check and earned the designation of Certified Private Wealth Advisor. He has his Series 7, 9, 10, 31 and 66 FINRA registrations along with his Life Insurance license in Wisconsin.

About Financial Consulting Services, Inc.

Welcome to Financial Consulting Services! For over 35 years, we've been in the business of putting people's minds at ease when it comes to their money. While we offer a multitude of financial services, we prefer not to think that we work to enhance the bottom line of a portfolio. Rather, we work to enhance people's lives and help them pursue their dreams. That's why, at Financial Consulting Services, we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like. Whether you are working toward financial security, providing a steady stream of income, or planning for retirement, we can help simplify your finances. Financial Consulting Services can provide access to a wide range of quality investments and services to pursue your financial goals.



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