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Find Top Financial Advisors in Oneida, Wisconsin
Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Oneida, Wisconsin, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.
How To Find Trusted Financial Advisors in Oneida, Wisconsin
Oneida has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Oneida, Wisconsin have an average of 34 years of experience.
NOTE: The list of vetted financial advisors in Oneida, 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 Oneida, Wisconsin.
Qualified Financial Advisors in Oneida, Wisconsin
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
James McGlone, CFP®, MSFSCERTIFIED FINANCIAL PLANNER™ CertificantKOM Wealth Management Group3601 East Evergreen DriveAppleton, WI 54913 | 34 Years | Not Specified | $100,000 | Fee-Based |
| N/A | $450,000,000 | $0 | Fee-Only |
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Information on Qualified Financial Advisors in Oneida, Wisconsin
He holds a Bachelor of Arts degree from Ripon College, with concentrations in Business Administration, Economics, and Mathematics. Jim later earned his Master of Science in Financial Services (MSFS) from the Richard D. Irwin Graduate School at The American College in Bryn Mawr, Pennsylvania.
With over 30 years of experience in the financial services industry, Jim began his career at Ameriprise Financial, where he became a member of their Advanced Advisor Group. In 2007, he co-founded KOM Wealth Management Group. His primary focus is helping individuals and families reach their goals and dreams through long-term, consultative relationships.
Jim, his wife Amy, and their four children live in the Greenville area. As a family, they enjoy an active lifestyle filled with sports, camping, boating, downhill skiing, traveling, reading, and spending time together outdoors.
We pursue goal based investment approaches, identifying the relationship between client's objectives, income, assets and liabilities to determine target performance for the portfolio rather than simply using arbitrary market benchmarks.
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