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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 - 23-Nov-2022

Appleton has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 37 non-vetted advisors in your local area. These financial advisors in Appleton, Wisconsin have an average of 22 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
Paul Hoffman
CFP®
NEXT THIRD RETIREMENT COACHING
400 N Richmond St Suite F,
Appleton, WI 54911
40 Not Specified Not Specified Fee-Based
Todd Glime
LUTCF®, Life Underwriter Training Council Fellow (LUTCF)
FUTURITY FIRST WEALTH MANAGEMENT
4321 West College Avenue,
Suite 200,
Appleton, WI 54914
18 Not Specified $5000.00 Fee-Based
Daniel Carlson
CRPC®
FARTHER FINANCE, LLC
20826 River Hills Way,
Kiel, WI 53042
10 40,000,000 Not Specified Fee-Based

Information on Qualified Financial Advisors in Appleton

Qualifications CRD# 1219596
Firm CRD# 6413
Series 4, 7, 24, 53, 63

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


Office Location 400 N Richmond St Suite F,
Appleton,
WI
54911
Phone Number 920-733-4453

About Next Third Retirement Coaching

Over the years we have seen people struggle with preparing a solid retirement plan. This struggle may be due to the complexity of the planning process, a lack of confidence, or feeling overwhelmed. At Next Third Retirement Coaching our mission is to be your coach and partner; respectfully challenging you and advocating for you as you clarify and articulate your individual and family goals for the next third of your life. We will help you determine the best use of income and assets to pursue your goals and expectations, helping to build confidence in your transition plan. We bring over 40 years of professional experience, communication skills, and technology tools, as well as collaboration with other dedicated professionals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


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 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


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

About Farther Finance, LLC

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


Top Financial Advisor Firms in Appleton, Wisconsin (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
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
Other (SOLICITOR FEES FROM OTHER REGISTERED INVESTMENT ADVISORS)
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
COPPER HARBOR INVESTMENT ADVISORS, LLC
250 North Metro Drive , Suite A,
Appleton, WI 54913
$488,640,000 216 A percentage of AUM
Hourly charges
WINCH FINANCIAL
424 E. Wisconsin Avenue,
Appleton, WI 54911
$432,094,101 2518 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
Other (TRUST ADMINISTRATION 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
AVAII WEALTH MANAGEMENT, LLC
2101 N Casaloma Dr,
Appleton, WI 54913
$315,213,155 1488 A percentage of AUM
Hourly charges
Fixed fees
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
THE APPLETON GROUP, LLC
100 W. Lawrence St , Suite 306,
Appleton, WI 54911
$243,624,048 246 A percentage of AUM
CONCEPTUAL FINANCIAL ADVISORS, LLC
2561 E. Calumet St.,
Appleton, WI 54915
$120,097,455 672 A percentage of AUM
Hourly charges
Fixed fees
ISECTORS, LLC
W6240 Communication Court , Suite 1,
Appleton, WI 54914-8549
$22,165,985 104 A percentage of AUM
Other (LICENSE FEES BASED ON PERCENTAGE OF ASSETS IN INVESTMENT MODELS)
ETF MODEL SOLUTIONS, LLC
W6272 Communication Court,
Appleton, WI 54914-8531
$13,960,720 174 A percentage of AUM
Other (LICENSE 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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