Outagamie County, WI Financial Advisors and Resources



Financial Advisor Firms in Outagamie County, 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 Outagamie County, WI?

  • Population: 185,700
  • % of Population 62 Years and Over: 17.7%
  • Average Home Value: $171,500
  • Average Monthly Housing Cost: $939
  • Average Household Income: $82,097
  • 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.)


Outagamie County, WI Financial Advisor FAQs

Traditionally, when choosing a financial advisor you would look for someone who possesses credentials such as the following: Certified Financial Planner (CFP), Chartered Financial Analyst (ChFA), or Registered Investment Advisor (RIA).
Lots of people find that advisors help them in many ways. They can optimize their savings and investments, prepare for major life events like college education, or retirement by creating a financial plan tailored to the client's needs.
The advisor’s role is often thought of in two parts: the first part includes assisting their client with financial planning in order to avoid unforeseen crises. The second includes execution through investments that are suitable for the client’s objective given their level of expertise and understanding.
What asset allocation will you use? Let them discuss how they would strategize making a diversified portfolio.