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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 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.

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Finding the Best Retirement Planners in De Pere, Wisconsin

Last Updated - April 25, 2025

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.

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List of Qualified Retirement Planning Advisors in De Pere, Wisconsin

advisor
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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
$5,000

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

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advisor
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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

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advisor
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Evexia Wealth, LLC
CAIA®, FIC, CFP®, RICP®, CFA®

Qualifications
Firm CRD# 323788
Series 65

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Flat Fee, Based on Assets

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Top 3 Retirement Planning firms in De Pere, Wisconsin (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

2200 Dickinson Road, Unit 17a
De Pere, WI, 54115
$1,098,751,016731323
A percentage of AUM, Fixed fees, Commission Based
2

2071d Lawrence Drive,
De Pere, WI, 54115
$117,570,1501821
A percentage of AUM, Fixed fees
3

421 George Street, Suite 206
De Pere, WI, 54115
$19,988,96212
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in De Pere, Wisconsin

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.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Commission Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
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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.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

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.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for investment companies
View Full Profile

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