Vetted Advisor's Table

Next Third Retirement Coaching

Tel: 920-734-3627
2009 S Memorial Drive
Appleton, WI 54915
Next Third Retirement Coaching | Financial Advisor in Appleton ,WI


About Next Third Retirement Coaching

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.

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General Information

Firm Start Year:   2022
No. of Employees:   2-4
Name of Broker/Dealer:   LPL Financial LLC
Name of Custodial Firm:   LPL Financial LLC
States Licensed in:   WI,KS
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Financial Planning for Businesses


Investment Types:   Stocks, Bonds, Commodities, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Phone, Email, Your Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Property, Casualty, Accident, Annuity, Life, Variable Annuity, Long Term Care, Variable Life, Health

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets, Hourly, Flat Fee, Commissions

Financial Services

Financial Planning for Individuals

Financial Planning is the art of brining all of the financial components (Retirement, Legacy, Tax Planning) together into one cohesive plan that best utilizes your financial resources to make life more fulfilling.

Retirement Planning

Retirement planning is a primary component of a holistic financial plan for the next third of life. This includes non-financial goals, travel, more family time, etc. The main benefit of a solid retirement plan is confidence, knowing you're ready for whats next.

Estate Planning & Trusts

Legacy planning is the conscious process of deciding if or how you will impact others and be remembered after your life is completed. Legacy planning includes estate planning, which is focused on planning how your assets and wealth will be used to achieve your legacy goals

Tax Advice and Services

A subset of financial planning is the development of tax strategies to minimize your overall taxes. For example, there may be optimal times to make withdrawals from certain types of tax deferred accounts  strategic management allows for optimal tax benefits.

Wealth Management

The practice of increasing wealth over time by acquiring, maintaining, and trading investments that can grow in value (sometimes referred to as portfolio management). Equally important to your plans for the next third of your life is taking concrete steps to managing your assets.

Insurance Planning

Long-Term Care Insurance - Define your plan for possible long term care in order to protect your assets. There are many care options to consider, we will help you through the decision process. Life Insurance - Life insurance is one tool in providing your beneficiaries with long-term financial security


WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.



Additional Detailed Disclosures



Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business in Wisconsin and Kansas.


Registered Representative:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM