Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Appleton has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 14 non-vetted advisors in your local area. These retirement advisors in Appleton, Wisconsin have an average of 21 years of experience.
Todd J. Glime Wealth Management, LLC
LUTCF®, Life Underwriter Training Council Fellow (LUTCF)
Futurity First Wealth Management
Qualifications
CRD# 4697151
Firm CRD# 323065
Series 65
Minimum Assets Required
$5,000
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
Fee-Based, Commissions, Flat Fee, Based on Assets
Endowment Wealth Management
AWMA®, CAIA®, CPA, CFP®, CFA®
Qualifications
Firm CRD# 108652
Series 65, 66
Minimum Assets Required
$0
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
Fee-Only, Based on Assets
Evexia Wealth, LLC
CAIA®, FIC, CFP®, RICP®, CFA®
Qualifications
Firm CRD# 323788
Series 65
Minimum Assets Required
$0
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 100 W. Lawrence Street, Suite 304 Appleton, WI, 54911 | $891,580,271 | 3968 | 80 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 3501 E Evergreen Drive, Ste A Appleton, WI, 54913 | $815,977,938 | 2722 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 250 North Metro Drive, Suite A Appleton, WI, 54913 | $665,000,000 | 228 | 6 | A percentage of AUM, Hourly charges |
4 | 2101 N Casaloma Dr, Appleton, WI, 54913 | $442,587,428 | 2402 | 14 | A percentage of AUM, Hourly charges, Fixed fees |
5 | 424 E. Wisconsin Avenue, Appleton, WI, 54911 | $420,199,081 | 2554 | 17 | A percentage of AUM, Hourly charges, Fixed fees |
6 | W6272 Communication Court, Appleton, WI, 54914-8531 | $354,467,316 | 2076 | 12 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
7 | 3601 E. Evergreen Drive, Suite 100 Appleton, WI, 54913 | $343,318,298 | 2206 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
8 | 5485 W Grande Market Drive, Suite D Appleton, WI, 54913 | $287,175,336 | 107 | 4 | A percentage of AUM, Hourly charges, Fixed fees, Other (TRUST ADMINISTRATION FEES) |
9 | 158 E Northland Ave, Appleton, WI, 54911 | $183,820,785 | 1386 | 7 | A percentage of AUM, Fixed fees |
10 | 2561 E. Calumet St., Appleton, WI, 54915 | $163,575,190 | 713 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
11 | 540 South Westland Drive, Appleton, WI, 54914 | $153,732,017 | 856 | 4 | A percentage of AUM |
12 | 100 West Lawrence St., Suite 418 Appleton, WI, 54911 | $105,754,561 | 218 | 2 | A percentage of AUM, Fixed fees |
13 | W6272 Communication Court, Appleton, WI, 54914-8531 | $15,746,673 | 233 | 12 | A percentage of AUM, Other (LICENSE FEES) |
14 | 5485 W Grande Market Drive, Suite D Appleton, WI, 54913 | $0 | 0 | 4 | Other (LICENSE FEES BASED ON PERCENTAGE OF ASSETS IN INVESTMENT MODELS) |
QualificationsFirm CRD# 322789
Assets Under Management $891,580,271
No. Of Clients3968
Clients Per Financial Advisor50
GATEWAY WEALTH PARTNERS, LLC is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $892M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3968 clients. The team consists of 80 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 149830
Assets Under Management $815,977,938
No. Of Clients2722
Clients Per Financial Advisor227
MCGLONE SUTTNER WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $816M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2722 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 169978
Assets Under Management $665,000,000
No. Of Clients228
Clients Per Financial Advisor38
COPPER HARBOR INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $665M assets under management, the firm specializes in crafting personalized retirement planning solutions for 228 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 298165
Assets Under Management $442,587,428
No. Of Clients2402
Clients Per Financial Advisor172
AVAII WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $443M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2402 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110194
Assets Under Management $420,199,081
No. Of Clients2554
Clients Per Financial Advisor150
WINCH FINANCIAL is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $420M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2554 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 108652
Assets Under Management $354,467,316
No. Of Clients2076
Clients Per Financial Advisor173
ENDOWMENT WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $354M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2076 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 142682
Assets Under Management $343,318,298
No. Of Clients2206
Clients Per Financial Advisor368
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $343M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2206 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 111421
Assets Under Management $287,175,336
No. Of Clients107
Clients Per Financial Advisor27
SUMNICHT & ASSOCIATES, LLC is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $287M assets under management, the firm specializes in crafting personalized retirement planning solutions for 107 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 324255
Assets Under Management $183,820,785
No. Of Clients1386
Clients Per Financial Advisor198
CORNERSTONE FINANCIAL GROUP is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1386 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 167513
Assets Under Management $163,575,190
No. Of Clients713
Clients Per Financial Advisor143
CONCEPTUAL FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 713 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 332731
Assets Under Management $153,732,017
No. Of Clients856
Clients Per Financial Advisor214
STONEHAVEN WEALTH & TAX SOLUTIONS is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $154M assets under management, the firm specializes in crafting personalized retirement planning solutions for 856 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 152325
Assets Under Management $105,754,561
No. Of Clients218
Clients Per Financial Advisor109
COLLAR CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $106M assets under management, the firm specializes in crafting personalized retirement planning solutions for 218 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 168410
Assets Under Management $15,746,673
No. Of Clients233
Clients Per Financial Advisor19
ETF MODEL SOLUTIONS, LLC is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $16M assets under management, the firm specializes in crafting personalized retirement planning solutions for 233 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 147589
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
ISECTORS, LLC is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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