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.
De Pere has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in De Pere, 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 | 2200 Dickinson Road, Unit 17a De Pere, WI, 54115 | $1,098,751,016 | 7313 | 23 | A percentage of AUM, Fixed fees, Commission Based |
2 | 2071d Lawrence Drive, De Pere, WI, 54115 | $117,570,150 | 182 | 1 | A percentage of AUM, Fixed fees |
3 | 421 George Street, Suite 206 De Pere, WI, 54115 | $19,988,962 | 1 | 2 | A percentage of AUM, Fixed fees |
QualificationsFirm CRD# 290405
Assets Under Management $1,098,751,016
No. Of Clients7313
Clients Per Financial Advisor318
N.E.W. ADVISORY SERVICES, LLC is a financial advisory firm situated in De Pere, Wisconsin. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7313 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 323130
Assets Under Management $117,570,150
No. Of Clients182
Clients Per Financial Advisor182
VERUS WEALTH MANAGEMENT is a financial advisory firm situated in De Pere, Wisconsin. With a nearly $118M assets under management, the firm specializes in crafting personalized retirement planning solutions for 182 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 312256
Assets Under Management $19,988,962
No. Of Clients1
Clients Per Financial Advisor1
ANTHONY CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in De Pere, Wisconsin. With a nearly $20M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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