Find a Financial Advisor in De Pere, WI

 

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We did the hard work of finding trustworthy partners in De Pere, WI.

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We Only Work With The Best De Pere Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in De Pere, WI


  • Financial Advisor Close to De Pere, WI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in De Pere, WI


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near De Pere, WI

We evaluated over 13,000 RIA firms to bring you the best of the best De Pere financial advisors.
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How Retirement-Friendly is De Pere, WI?

  • Population: 24,903
  • % of Population 62 Years and Over: 16.6%
  • Average Home Value: $183,600
  • Average Monthly Housing Cost: $1,049
  • Average Household Income: $83,207
  • 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.)



The Top Financial Advisor Firms in De Pere, WI

 

N.E.W. ADVISORY SERVICES, LLC

Website

(920) 712-7800

2200 Dickinson Road
Unit 17A
De Pere, WI 54115

SEC#: 801-112037
Years in Business: 3 years

FINANCIAL PLANNING AND INFORMATION SERVICES, INC.

Website

(920) 336-0863

115 Fourth Street

De Pere, WI 54115

SEC#: 801-61933
Years in Business: 18 years

ASSOCIATED INVESTMENT SERVICES, INC.

Website

(920) 338-7763

206 N. Wisconsin Street

De Pere, WI 54115

SEC#: 801-71639
Years in Business: 11 years

ASSOCIATED INVESTMENT SERVICES, INC.

Website

(920) 338-7763

206 N. Wisconsin Street

De Pere, WI 54115

SEC#: 801-71639
Years in Business: 11 years

ADVICEPERIOD, LLC

Website

(424) 281-3600

2071A Lawrence Drive
#7
De Pere, WI 54115

SEC#: 801-79005
Years in Business: 7 years

ASSOCIATED INVESTMENT SERVICES, INC.

Website

(920) 338-7763

206 N. Wisconsin Street

De Pere, WI 54115

SEC#: 801-71639
Years in Business: 11 years

 


De Pere, WI Financial Advisor FAQs

Financial advisors typically charge clients an hourly rate or a percentage of assets under management. There are also fee only advisers who eschew commissions to provide client-centered guidance, although these rates tend to be higher than their commission counterparts.
It is important that people who are unsure of their financial situation speak to a financial advisor before any decisions are made. It will save them from making possible bad decisions.
Financial advisors are essentially responsible for teaching people about all sorts of investing methods and educating people on how they can use their money more wisely.
First, take the time to understand your specific needs. Do you need tax advice? Insurance advice? Retirement planning? Second, look for advisors who specialize in your area of interest. Third, always conduct reference checks and research their historical background.