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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
Edelman Financial Engines, LLC
4650 W. Spencer St.,
Appleton, WI  54913
(262) 717-0022
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
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions

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

Joined Edelman 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 Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Qualifications CRD# 5187648
FirmCRD# 169118
Series 65

Office Location 1002 S Fisk Street Suite #230,
Call: 920.315.0121,
Green Bay,
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,
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.

List of Additional Financial Advisors in or around Appleton, Wisconsin
Denarius Wealth Management LLC Appleton, WI