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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
20
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 |
|---|---|---|---|---|
|
Todd J. Glime Wealth Management, LLC
LUTCF®, Life Underwriter Training Council Fellow (LUTCF) FUTURITY FIRST WEALTH MANAGEMENT 4321 West College Avenue, Suite 200, Appleton, WI 54914 |
20 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 |
|
Next Third Retirement Coaching
CFP® NEXT THIRD RETIREMENT COACHING 2009 S Memorial Drive, Appleton, WI 54915 |
Not Disclosed | Not Specified | $100,000 | 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
Firm CRD# 6413
Series 4, 7, 24, 53, 63
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
2009 S Memorial Drive,
Appleton,
WI
54915
Phone Number
920-734-3627
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 help you build confidence in your transition plan to improve your financial independence.
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 Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, 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 |
A financial advisor is a professional who provides financial services to their clients based on their specific circumstances and financial goals. These services may include specialized guidance and advice on various financial matters, such as financial planning, creating investment strategies, wealth management, retirement planning, and more. To further explore how financial advisors listed on our directory for the state of Wisconsin can support you, learn more about the different types of financial advisors and their areas of expertise.
A financial advisor in our directory for the state of Wisconsin can help you with your investment strategy by providing guidance on how to diversify your portfolio, monitor your investments, and suggest adjustments that align with your goals and risk tolerance. Additionally, they can help you navigate market fluctuations and make necessary adjustments to your investment portfolio. If you are looking to improve your investment portfolio, read on about why professional investment management may be right for you.
When choosing a financial advisor in Wisconsin, it is important to look for someone who is licensed and registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You may also want to consider their educational background, years of experience, and any relevant certifications, such as Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), and more. To further explore the various credentials an advisor can hold, read more about advisor designations.
A financial advisor in Wisconsin can help you develop a comprehensive retirement plan that takes into account your retirement goals, income needs, and overall financial situation. They may provide advice on topics such as when to retire, how much to save for retirement, and how to maximize your retirement income. Advisors can help you choose appropriate retirement accounts, such as IRAs or 401(k)s, and guide you in making investment decisions to grow your retirement savings. They may also help you navigate complex retirement planning issues, such as Social Security benefits and tax implications. If you are seeking to connect with a financial advisor that can assist you in securing your financial future in retirement, we suggest utilizing the free financial advisor match tool, which connects you with pre-screened and vetted advisors tailored to your specific requirements.
The cost of hiring a financial advisor in Wisconsin varies depending on the advisor's experience, services, and fee structure. Some advisors charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, fee-based, or solely earn a commission from financial product sales. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.
Many financial planners and wealth managers in Wisconsin are also tax professionals or work closely with tax professionals to help clients with tax planning and preparation. These professionals can help you identify tax-saving strategies and recommend tax-efficient investment options by analyzing your current tax situation. However, WiserAdvisor's directory may not include advisors that specialize in taxes. In the "Advisory Services Provided" section, you will be able to confirm if tax advice and tax preparation services are among the services an advisor offers.
