Find a Financial Advisor in Outagamie County, WI

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We did the hard work of finding trustworthy partners in Outagamie County, WI.

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We Only Work With The Best Outagamie County 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 Outagamie County, WI


  • Financial Advisor Close to Outagamie County, 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 Outagamie County, 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 Outagamie County, WI

We evaluated over 13,000 RIA firms to bring you the best of the best Outagamie County financial advisors.
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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.)



The Top 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: 4 years

COPPER HARBOR INVESTMENT ADVISORS, LLC

Website

(920) 687-7205

250 North Metro Drive

Appleton, WI 54913

SEC#: 801-81035
Years in Business: 7 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: 18 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: 15 years

ENDOWMENT WEALTH MANAGEMENT, INC.

Website

(920) 785-6010

W6272 Communication Court

Appleton, WI 54914

SEC#: 801-112413
Years in Business: 4 years

ADVISORS' PRIDE INC.

Website

(920) 731-9293

100 W. Lawrence Street
Suite 304
Appleton, WI 54911

SEC#: 801-80479
Years in Business: 7 years

 


Outagamie County, WI Financial Advisor FAQs

Outagamie County is located in east-central Wisconsin, immediately north of the City of Appleton. The county is bounded on the east by the Fox River, on the south by Calumet County, on the west by Winnebago County, and on the north by Brown County. According to the Wisconsin Department of Workforce Development, the top employer in Outagamie County is Fox Valley Technical College. As of October 2017, it had 1,715 employees and an annual revenue of $101 million. Outagamie County is most well-known for its cheese production. The county has over 20 cheese factories and is the home to the world's largest cheddar cheese factory. It's also known for its cranberries, which are grown in abundance in the area. We've teamed up with top-tier financial advisors to connect you in Outagamie County, Wisconsin. Outagamie, a name derived from the Native American word meaning "dwellers of other shore,” is a county found in east-central Wisconsin, at the northern end of Lake Winnebago, along the Fox River. It is a component of the Appleton-Neenah-Oshkosh, WI Combined Statistical Area. Appleton serves as its county seat. The major cities nearby are Milwaukee, Madison, and Chicago. Learn about the top-rated financial advisors in Outagamie County, Wisconsin with our list below.

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.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.