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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
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.
Kiel
has
3
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
0
non-vetted advisors in your local area. These financial advisors in
Kiel, Wisconsin
have an average of
22
years of experience.
NOTE: The list of financial
advisors in
Kiel, 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
Kiel, Wisconsin.
| Qualified Financial Advisors in Kiel, Wisconsin | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Daniel Carlson
CRPC® FARTHER FINANCE, LLC 20826 River Hills Way, Kiel, WI 53042 |
10 | 40,000,000 | Not Specified | Fee-Based |
| 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 |
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
Qualifications
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
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.
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
Grow your AUM with pre-qualified leads!
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