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Find Retirement Advisors for Retirement Planning in De Pere, 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 De Pere, Wisconsin
Last Updated - April 12, 2024De 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 20 years of experience.
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List of Qualified Retirement Planning Advisors in De Pere, Wisconsin
VERIFIED 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
VERIFIEDTodd 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
VERIFIEDEndowment 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 3 Retirement Planning firms in De Pere, Wisconsin (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | FINANCIAL PLANNING AND INFORMATION SERVICES, INC. 115 Fourth Street, De Pere, WI, 54115 | $896,740,089 | 1110 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | N.E.W. ADVISORY SERVICES, LLC 2200 Dickinson Road, Unit 17a De Pere, WI, 54115 | $838,108,918 | 6463 | 23 | A Percentage of AUM, Fixed Fees, Commission Based |
| 3 | ANTHONY CAPITAL MANAGEMENT, LLC 421 George Street, Suite 206 De Pere, WI, 54115 | $51,425,689 | 1 | 2 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in De Pere, Wisconsin
QualificationsFirm CRD# 113110
Assets Under Management $896,740,089
No. Of Clients1110
Clients Per Financial Advisor65
FINANCIAL PLANNING AND INFORMATION SERVICES, INC. is a financial advisory firm situated in De Pere, Wisconsin. With a nearly $897M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1110 clients. The team consists of 17 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
- Educational Seminars/ Workshops
QualificationsFirm CRD# 290405
Assets Under Management $838,108,918
No. Of Clients6463
Clients Per Financial Advisor281
N.E.W. ADVISORY SERVICES, LLC is a financial advisory firm situated in De Pere, Wisconsin. With a nearly $838M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6463 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 312256
Assets Under Management $51,425,689
No. Of Clients1
Clients Per Financial Advisor1
ANTHONY CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in De Pere, Wisconsin. With a nearly $51M 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.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Investment
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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