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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 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 Neenah, Wisconsin

Last Updated - April 25, 2025

Neenah 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 21 years of experience.

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List of Qualified Retirement Planning Advisors in Neenah, 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 2 Retirement Planning firms in Neenah, Wisconsin (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

134 E. Wisconsin Ave., One Neenah Center, Suite 300
Neenah, WI, 54956
$2,727,420,238309021
A percentage of AUM
2

40 Jewelers Park Dr, Ste 200
Neenah, WI, 54956
$1,399,324,21195214
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Neenah, Wisconsin

QualificationsFirm CRD# 106489

Assets Under Management $2,727,420,238

No. Of Clients3090

Clients Per Financial Advisor147

NORTH STAR ASSET MANAGEMENT INC is a financial advisory firm situated in Neenah, Wisconsin. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3090 clients. The team consists of 21 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 107630

Assets Under Management $1,399,324,211

No. Of Clients952

Clients Per Financial Advisor68

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 952 clients. The team consists of 14 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other (FAMILY WEALTH COUNSELING)
View Full Profile

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