FinGenADVISORS
Saved
FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Appleton, WI.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

78 financial advisors14 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

14 advisory firmsCompare public facts. Verify experience directly.
78 financial advisors14 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

AVAII WEALTH MANAGEMENT, LLCCRD 298165

Advisory firm

Filed advisory firm office: Appleton, WI

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
COLLAR CAPITAL MANAGEMENT, LLCCRD 152325

Advisory firm

Filed advisory firm office: Appleton, WI

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
CONCEPTUAL FINANCIAL ADVISORS, LLCCRD 167513

Advisory firm

Filed advisory firm office: Appleton, WI

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
COPPER HARBOR INVESTMENT ADVISORS, LLCCRD 169978

Advisory firm

Filed advisory firm office: Appleton, WI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
CORNERSTONE FINANCIAL GROUPCRD 324255

Advisory firm

Filed advisory firm office: Appleton, WI

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPension consulting services
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ENDOWMENT WEALTH MANAGEMENT, INC.CRD 108652

Advisory firm

Filed advisory firm office: Appleton, WI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ETF MODEL SOLUTIONS, LLCCRD 168410

Advisory firm

Filed advisory firm office: Appleton, WI

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Other investment advisersPension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
GATEWAY WEALTH PARTNERS, LLCCRD 322789

Advisory firm

Filed advisory firm office: Appleton, WI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ISECTORS, LLCCRD 147589

Advisory firm

Filed advisory firm office: Appleton, WI

Filed firm type: Registered

Other: MARKET ASSET ALLOCATION MODELS LICENSED TO TRADING PLATFORMS & PROVIDE MODEL MANAGEMENT FOR RETIREMENT PLANS
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.CRD 149830

Advisory firm

Filed advisory firm office: Appleton, WI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
PROFESSIONAL FINANCIAL MANAGEMENT, INC.CRD 154016

Advisory firm

Filed advisory firm office: Appleton, WI

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
STONEHAVEN WEALTH & TAX SOLUTIONSCRD 332731

Advisory firm

Filed advisory firm office: Appleton, WI

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
SUMNICHT & ASSOCIATES, LLCCRD 111421

Advisory firm

Filed advisory firm office: Appleton, WI

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
WINCH FINANCIALCRD 110194

Advisory firm

Filed advisory firm office: Appleton, WI

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
A MORE INFORMED FIRST CONVERSATION

A shortlist is just the start.

Confirm services, fees, credentials, availability and your advisor’s location directly. A public filing is a starting point, not a recommendation.

Prepare for your first meeting

More cities in WI

Explore related places and planning situations

CONTEXT FOR YOUR NEXT DECISION

Read, compare, then explore.

GUIDE

How to choose a financial advisor

Compare services, fit and the questions that matter before you choose.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Understand financial advisor fees

Make sense of compensation, total costs and written terms.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Questions for your first advisor meeting

Bring consistent questions and leave with a clearer basis for comparison.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Check financial advisor credentials

Find the original public record and verify the advisor and firm separately.

Choosing an advisor · Preview guide · Named author and publication pendingRead more
All insights and guides