Appleton, WI Financial Advisors and Resources



Financial Advisor Firms in Appleton, WI


ISECTORS, LLC

Website

(920) 731-4455

W6240 Communication Court
Suite 1
Appleton, WI 54914

SEC#: 801-69601
Years in Business: 13 years

VERUS INVESTMENT ADVISORY GROUP, INC.

Website

(920) 882-5299

5765 W. Grande Market Drive
Suite A
Appleton, WI 54913

SEC#: 801-112692
Years in Business: 3 years

COPPER HARBOR INVESTMENT ADVISORS, LLC

Website

(920) 687-7205

250 North Metro Drive

Appleton, WI 54913

SEC#: 801-81035
Years in Business: 6 years

AVAII WEALTH MANAGEMENT, LLC

Website

(920) 214-1212

2101 N Casaloma Dr

Appleton, WI 54913

SEC#: 801-113937
Years in Business: 3 years

SUMNICHT & ASSOCIATES, LLC

Website

(920) 731-4455

W6240 Communication Court
Suite #1
Appleton, WI 54914

SEC#: 801-60309
Years in Business: 20 years

THE APPLETON GROUP, LLC

Website

(920) 993-7727

100 W. Lawrence St
Suite 306
Appleton, WI 54911

SEC#: 801-62598
Years in Business: 17 years

KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP

Website

(920) 733-3865

3601 E. Evergreen Drive
Suite 100
Appleton, WI 54913

SEC#: 801-67464
Years in Business: 14 years

ENDOWMENT WEALTH MANAGEMENT, INC.

Website

(920) 785-6010

W6272 Communication Court

Appleton, WI 54914

SEC#: 801-112413
Years in Business: 3 years

ADVISORS' PRIDE INC.

Website

(920) 731-9293

100 W. Lawrence Street
Suite 304
Appleton, WI 54911

SEC#: 801-80479
Years in Business: 6 years


How Retirement-Friendly is Appleton, WI?

  • Population: 74,139
  • % of Population 62 Years and Over: 16.4%
  • Average Home Value: $146,100
  • Average Monthly Housing Cost: $934
  • Average Household Income: $77,321
  • Wisconsin Total Tax Burden: 8.89% (17th Highest in U.S.)
  • Wisconsin Property Tax: 3.25% (16th Highest in U.S.)
  • Wisconsin Individual Income Tax: 2.72% (13th Highest in U.S.)
  • Wisconsin Sales and Excise Tax: 2.92% (13th Lowest in U.S.)


Appleton, WI Financial Advisor FAQs

Financial advisors work in a variety of ways and prices depend on several factors, including how much work the advisor does, the terms of service that he or she offers to clients, and individual preferences.
Financial advisors are highly educated professionals who put their knowledge to work for clients by helping them reach specific financial goals, understand the products they should use to achieve those goals, and manage their finances.
You should ask about their professional credentials, what services they offer, if they are managing your current accounts too, how much it will cost you to go through them for these services. Ask how long they have been in business and if there's anything that makes them special.
The answer to the question on whether or not you need a financial advisor is an unequivocal yes. A trained and experienced financial advisor can help you throughout the course of your life, from managing college tuition costs and buying your first home, to retiring on time and enjoying retirement for as long as possible.