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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.
Neenah
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
9
non-vetted advisors in your local area. These financial advisors in
Neenah, Wisconsin
have an average of
29
years of experience.
NOTE: The list of financial
advisors in
Neenah, 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
Neenah, Wisconsin.
| Qualified Financial Advisors in Neenah, Wisconsin | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Todd Glime
Life Underwriter Training Council Fellow (LUTCF), LUTCF® FUTURITY FIRST WEALTH MANAGEMENT 4321 West College Avenue, Suite 200, Appleton, WI 54914 |
18 | Not Specified | $5000.00 | 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 |
Qualifications
CRD# 4697151
Series 65
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee
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
Qualifications
CRD# 1219596
Firm CRD# 6413
Series 4, 7, 24, 53, 63
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
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
Top Financial Advisor Firms in Neenah, Wisconsin (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| North Star Asset Management Inc
134 E. Wisconsin Ave. , One Neenah Center, Suite 300, Neenah, WI 54956 |
$2,701,808,655 | 2761 |
A percentage of AUM |
| Schaper Benz & Wise Investment Counsel Inc
18 Jewelers Park Dr , Ste 200, Neenah, WI 54956 |
$1,427,964,186 | 837 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Bruce Westphal Inquire with Bruce |
307 S Commercial St, Ste 102, Neenah, WI 54956 | 920-725-2569 |
| Todd Schamberger Inquire with Todd |
307 S Commercial St, Ste 102, Neenah, WI 54956 | 920-967-0296 |
| Financial Wellness Partners: Cindi Fox Inquire with Financial |
1760 American Drive, Neenah, WI 54956 | 920-882-1830 |
| Edward Jones Inquire with Edward |
903 Tullar Road, Neenah, WI 54956 | 920-729-0422 |
| Edward Jones Inquire with Edward |
307 N Commercial St, Suite 100, Neenah, WI 54956 | 920-725-7456 |
| Edward Jones Inquire with Edward |
675 Deerwood Ave, Suite A, Neenah, WI 54956 | 920-729-1150 |
| Edward Jones Inquire with Edward |
145 W Wisconsin Ave, Suite F, Neenah, WI 54956 | 920-720-0988 |
| Edward Jones Inquire with Edward |
1350 W American Drive, Suite E, Neenah, WI 54956 | 920-727-9880 |
| Edward Jones Inquire with Edward |
130 E Bell St, Suite A, Neenah, WI 54956 | 920-486-6344 |
Grow your AUM with pre-qualified leads!
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.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
