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Find Retirement Advisors for Retirement Planning in Appleton, Wisconsin

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 you 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 registrations check. 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.

Finding the Best Retirement Planners in Appleton, Wisconsin

Last Updated - April 10, 2024

Appleton has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 13 non-vetted advisors in your local area. These retirement advisors in Appleton, Wisconsin have an average of 20 years of experience.

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List of Qualified Retirement Planning Advisors in Appleton, Wisconsin

advisor-photo
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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
$500,000

Advisory Services:

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.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

advisor-photo
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Endowment Wealth Management
AWMA®, CAIA®, CPA, CFP®, CFA®

Qualifications
Firm CRD# 108652
Series 65, 66

Minimum Assets Required
$0

Advisory Services:

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.

Compensation/Fee

Fee-Only, Based on Assets

advisor-photo

Qualifications
Firm CRD# 6413
Series 4, 7, 24, 53, 63

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 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.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Top 13 Retirement Planning firms in Appleton, Wisconsin (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
GATEWAY WEALTH PARTNERS, LLC
100 W. Lawrence Street, Suite 304
Appleton, WI, 54911
$1,151,846,016608038
A Percentage of AUM, Hourly charges, Fixed Fees
2
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
3501 E Evergreen Drive, Ste A
Appleton, WI, 54913
$549,050,926189111
A Percentage of AUM, Hourly charges, Fixed Fees
3
COPPER HARBOR INVESTMENT ADVISORS, LLC
250 North Metro Drive, Suite A
Appleton, WI, 54913
$504,000,0002295
A Percentage of AUM, Hourly charges
4
WINCH FINANCIAL
424 E. Wisconsin Avenue,
Appleton, WI, 54911
$333,928,288227619
A Percentage of AUM, Hourly charges, Fixed Fees
5
AVAII WEALTH MANAGEMENT, LLC
2101 N Casaloma Dr,
Appleton, WI, 54913
$303,682,414177515
A Percentage of AUM, Hourly charges, Fixed Fees
6
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP
3601 E. Evergreen Drive, Suite 100
Appleton, WI, 54913
$298,342,63921337
A Percentage of AUM, Hourly charges, Fixed Fees
7
ENDOWMENT WEALTH MANAGEMENT, INC.
W6272 Communication Court,
Appleton, WI, 54914-8531
$296,249,741154612
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
8
SUMNICHT & ASSOCIATES, LLC
5485 W Grande Market Drive, Suite D
Appleton, WI, 54913
$255,112,5391164
A Percentage of AUM, Hourly charges, Fixed Fees, Other (TRUST ADMINISTRATION FEES)
9
THE APPLETON GROUP, LLC
100 W. Lawrence St, Suite 306
Appleton, WI, 54911
$194,061,1002427
A Percentage of AUM
10
CONCEPTUAL FINANCIAL ADVISORS, LLC
2561 E. Calumet St.,
Appleton, WI, 54915
$117,256,53010963
A Percentage of AUM, Hourly charges, Fixed Fees
11
CORNERSTONE FINANCIAL GROUP
158 E Northland Ave,
Appleton, WI, 54911
$102,850,35484710
A Percentage of AUM, Fixed Fees
12
ETF MODEL SOLUTIONS, LLC
W6272 Communication Court,
Appleton, WI, 54914-8531
$12,408,83319412
A Percentage of AUM, Other (LICENSE FEES)
13
ISECTORS, LLC
5485 W Grande Market Drive, Suite D
Appleton, WI, 54913
$004
Other (LICENSE FEES BASED ON PERCENTAGE OF ASSETS IN INVESTMENT MODELS)

Information on Top Retirement Planning firms in Appleton, Wisconsin

QualificationsFirm CRD# 322789

Assets Under Management $1,151,846,016

No. Of Clients6080

Clients Per Financial Advisor160

GATEWAY WEALTH PARTNERS, LLC is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6080 clients. The team consists of 38 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 149830

Assets Under Management $549,050,926

No. Of Clients1891

Clients Per Financial Advisor172

MCGLONE SUTTNER WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $549M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1891 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 169978

Assets Under Management $504,000,000

No. Of Clients229

Clients Per Financial Advisor46

COPPER HARBOR INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $504M assets under management, the firm specializes in crafting personalized retirement planning solutions for 229 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 110194

Assets Under Management $333,928,288

No. Of Clients2276

Clients Per Financial Advisor120

WINCH FINANCIAL is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $334M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2276 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 298165

Assets Under Management $303,682,414

No. Of Clients1775

Clients Per Financial Advisor118

AVAII WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $304M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1775 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 142682

Assets Under Management $298,342,639

No. Of Clients2133

Clients Per Financial Advisor305

KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $298M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2133 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 108652

Assets Under Management $296,249,741

No. Of Clients1546

Clients Per Financial Advisor129

ENDOWMENT WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $296M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1546 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 111421

Assets Under Management $255,112,539

No. Of Clients116

Clients Per Financial Advisor29

SUMNICHT & ASSOCIATES, LLC is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $255M assets under management, the firm specializes in crafting personalized retirement planning solutions for 116 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other (TRUST ADMINISTRATION FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 119209

Assets Under Management $194,061,100

No. Of Clients242

Clients Per Financial Advisor35

THE APPLETON GROUP, LLC is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $194M assets under management, the firm specializes in crafting personalized retirement planning solutions for 242 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 167513

Assets Under Management $117,256,530

No. Of Clients1096

Clients Per Financial Advisor365

CONCEPTUAL FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1096 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 324255

Assets Under Management $102,850,354

No. Of Clients847

Clients Per Financial Advisor85

CORNERSTONE FINANCIAL GROUP is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $103M assets under management, the firm specializes in crafting personalized retirement planning solutions for 847 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 168410

Assets Under Management $12,408,833

No. Of Clients194

Clients Per Financial Advisor16

ETF MODEL SOLUTIONS, LLC is a financial advisory firm situated in Appleton, Wisconsin. With a nearly $12M assets under management, the firm specializes in crafting personalized retirement planning solutions for 194 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (LICENSE FEES)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

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.

Fee Structure

  • Other (LICENSE FEES BASED ON PERCENTAGE OF ASSETS IN INVESTMENT MODELS)

Financial Planning Services

    View Full Profile

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