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Portfolio Size of 100K and
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Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
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.
Appleton
has
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
37
non-vetted advisors in your local area. These financial advisors in
Appleton
,
Wisconsin
have an average of
14
years of experience.
NOTE: The list of vetted financial
advisors in
Appleton
,
Wisconsin
mentioned below does 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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Futurity First Wealth Management Todd J. Glime Financial Planning,LLC
LUTCF®, Life Underwriter Training Council Fellow (LUTCF) FUTURITY FIRST WEALTH MANAGEMENT 4321 West College Avenue, Suite 200, Appleton, WI 54914 |
19 Years | Not Specified | $500,000 | Fee-Based |
|
Endowment Wealth Management
AWMA®, CAIA®, CPA, CFP®, CFA® ENDOWMENT WEALTH MANAGEMENT W6272 Communication Court, Appleton, WI 54914 |
Not Disclosed | $320,000,000 | $0 | Fee-Only |
| 10 Years | $40,000,000 | $250,000 | Fee-Based |
Qualifications
CRD# 4697151
Series 65
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
4321 West College Avenue,
Suite 200,
Appleton,
WI
54914
Phone Number
920-606-9446
Todd holds a bachelor's degree in Finance from UW-Whitewater.In addition to being a Fiduciary 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.
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, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 1109543
Firm CRD# 108652
Series 65, 66
Compensation/Fee Fee-Only, Based on Assets
Office Location
W6272 Communication Court,
Appleton,
WI
54914
Phone Number
920-785-6010
Endowment Wealth Management is an SEC Registered Investment Advisor (RIA) and Multi-Family Office that has the mission to provided holistic "Fee-Only Fiduciary" family wealth management advice that will sustain our client's multi-generational family wealth, unity and legacy. EWM's professional team has over 100 plus years of experience and works together to generate a detailed Family Wealth Plan, which is written in plain English! We then implement our 3-D Endowment Investment Philosophy to tailor a portfolio that meets each client's personal risk tolerance, goals and retirement needs. EWM currently has six offices and serves clients in 21 states. We provide every client with real-time access to our digital wealth portal and secured vault technologies.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 6024811
Firm CRD# 302050
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
20826 River Hills Way,
Kiel,
WI
53042
Phone Number
920-286-1536
With over a decade of experience as an advisor, Daniel offers financial evaluation and planning that enables individuals to achieve and maintain their income, asset, and retirement objectives. His primary focus is to build meaningful client relationships and offer a holistic approach to retirement planning and wealth management
Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant wealth.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 32 | 6222 | $1,301,107,732 | A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEES FROM OTHER REGISTERED INVESTMENT ADVISORS)
|
|
| 11 | 1674 | $540,828,299 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 4 | 216 | $488,640,000 | A percentage of AUM, Hourly charges
|
|
| 18 | 2518 | $432,094,101 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 372 | $341,751,126 | A percentage of AUM, Hourly charges, Fixed fees, Other (TRUST ADMINISTRATION FEES)
|
|
| 12 | 2011 | $329,797,657 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 14 | 1488 | $315,213,155 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 10 | 1590 | $294,564,725 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based
|
|
| 7 | 246 | $243,624,048 | A percentage of AUM
|
|
| 1 | 672 | $120,097,455 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 104 | $22,165,985 | A percentage of AUM, Other (LICENSE FEES BASED ON PERCENTAGE OF ASSETS IN INVESTMENT MODELS)
|
|
| 10 | 174 | $13,960,720 | A percentage of AUM, Other (LICENSE FEES)
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| W6228 Communication Ct, Appleton, WI 54914 | 920-731-0324 | |
| 4545 West College Ave, Ste 300, Appleton, WI 54914 | 920-997-6463 | |
| 39 Park Pl, Ste 100, Appleton, WI 54914 | 920-997-0668 | |
| 600 S Nicolet Rd, Appleton, WI 54914 | 888-872-2364 | |
| 35 Park Pl, Ste 300, Appleton, WI 54914 | 920-574-2936 | |
| W6228 Communication Ct, Appleton, WI 54914 | 920-955-7283 | |
| 425 W Water St, Ste 250, Appleton, WI 54911 | 920-955-7788 | |
| 446 N Westhill Blvd, Ste 5, Appleton, WI 54914 | 920-731-1758 | |
| 35 Park Pl, Ste 300, Appleton, WI 54914 | 920-574-2936 | |
| 39 Park Pl, Ste 100, Appleton, WI 54914 | 920-997-0668 |
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.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
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?
