Find a Financial Advisor in Winnebago County, WI

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

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We Only Work With The Best Winnebago 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 Winnebago County, WI


  • Financial Advisor Close to Winnebago 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 Winnebago 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 Winnebago County, WI

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

  • Population: 170,411
  • % of Population 62 Years and Over: 19.4%
  • Average Home Value: $153,600
  • Average Monthly Housing Cost: $881
  • Average Household Income: $77,772
  • 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 Winnebago County, WI

 

NORTH STAR ASSET MANAGEMENT INC

Website

(920) 729-7900

134 E. Wisconsin Ave.
One Neenah Center, Suite 300
Neenah, WI 54956

SEC#: 801-52034
Years in Business: 25 years

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

Website

(920) 727-1137

18 Jewelers Park Dr
Ste 200
Neenah, WI 54956

SEC#: 801-39679
Years in Business: 30 years

HARBOUR INVESTMENTS, INC.

Website

(920) 969-0717

145 N. Commercial St

Neenah, WI 54956

SEC#: 801-29185
Years in Business: 35 years

HARBOUR INVESTMENTS, INC.

Website

(920) 969-0717

145 N. Commercial St
Suite A
Neenah, WI 54956

SEC#: 801-29185
Years in Business: 35 years

HARBOUR INVESTMENTS, INC.

Website

(920) 969-0717

145 N. Commercial St

Neenah, WI 54956

SEC#: 801-29185
Years in Business: 35 years

HARBOUR INVESTMENTS, INC.

Website

(920) 969-0717

145 N. Commercial St

Neenah, WI 54956

SEC#: 801-29185
Years in Business: 35 years

HARBOUR INVESTMENTS, INC.

Website

(920) 969-0717

145 N. Commercial St

Neenah, WI 54956

SEC#: 801-29185
Years in Business: 35 years

HARBOUR INVESTMENTS, INC.

Website

(920) 969-0717

145 N. Commercial St

Neenah, WI 54956

SEC#: 801-29185
Years in Business: 35 years

HARBOUR INVESTMENTS, INC.

Website

(920) 969-0717

145 N. Commercial St

Neenah, WI 54956

SEC#: 801-29185
Years in Business: 35 years

 


Winnebago County, WI Financial Advisor FAQs

Winnebago County is located in the state of Wisconsin in the United States. Oshkosh is the county seat. Adjacent counties include Waupaca County (northwest), Outagamie County (northeast), Calumet County (east), and Fond du Lac County (south). Winnebago County's US Bank employs 1144 people. It is the largest employer in the area. Winnebago County is incredibly proud of its villages, people, and natural resources. Buttes des Morts, Little Lake Butte des Morts, Poygan, Rush, Winneconne, and Lake Winnebago, Wisconsin's biggest freshwater lake, are among the county's most popular lakes. Connect with various financial advising firms in Winnebago County, WI whose county seat is Oshkosh. Its adjacent counties are Waupaca County in the northwest, Outagamie County in the northeast, Calumet County in the east, Fond du Lac County in the south, Green Lake County in the southwest, and Waushara County in the west. Check out the links below which financial advisors are serving close to this area.

Financial advisors can aid in building an investment portfolio, retirement preparation, and tax management.

Advisors stay up to date on the latest news relating to financial markets, offer historical perspective on what has worked or not worked in the past for their clients, discuss options with their clients before making commitments that could affect a client's future plans and provide a bird's eye view of the many factors that need to be considered when making major life decisions.

A qualified financial advisor will have various certification types such as Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and so on.

Financial advisors charge in terms of an AUM (Assets Under Management) fee, where they keep a percentage of the assets they manage. Some advisors may also charge in terms of commission based payouts when they act on their clients' behalf to buy or sell securities.

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.