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Find Retirement Advisors for Retirement Planning in Neenah, 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 Neenah, Wisconsin
Last Updated - April 19, 2024Neenah has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Neenah, Wisconsin have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Neenah, Wisconsin
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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 2 Retirement Planning firms in Neenah, Wisconsin (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC 134 E. Wisconsin Ave., One Neenah Center, Suite 300 Neenah, WI, 54956 | $2,324,356,049 | 3098 | 18 | A Percentage of AUM |
| 2 | SCHAPER BENZ & WISE INVESTMENT COUNSEL INC 40 Jewelers Park Dr, Ste 200 Neenah, WI, 54956 | $1,199,955,792 | 901 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Neenah, Wisconsin
QualificationsFirm CRD# 106489
Assets Under Management $2,324,356,049
No. Of Clients3098
Clients Per Financial Advisor172
NORTH STAR ASSET MANAGEMENT INC is a financial advisory firm situated in Neenah, Wisconsin. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3098 clients. The team consists of 18 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
- Portfolio Management for Business
QualificationsFirm CRD# 107630
Assets Under Management $1,199,955,792
No. Of Clients901
Clients Per Financial Advisor69
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC is a financial advisory firm situated in Neenah, Wisconsin. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 901 clients. The team consists of 13 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
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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Looking for more choices? Use our free match service to compare retirement planners serving your area.