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🤫 Directory · consent-first

Near 54914. Appleton.

24 financial advisors & firms and 0 insurance agents verified near Appleton, WI — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 54914

Endowment Wealth Management, INC.0 mi

RIA firm · Appleton, WI 54914 · Registered investment adviser · $609M AUM

CRD 108652 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Duell Financial Strategies0 mi

RIA firm · Appleton, WI 54914 · Registered investment adviser

CRD 140283 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Professional Financial Management, INC.0 mi

RIA firm · Appleton, WI 54914 · Registered investment adviser · $116M AUM

CRD 154016 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Kolash Wealth Strategies, LLC0 mi

RIA firm · Appleton, WI 54914 · Registered investment adviser · $11M AUM

CRD 158921 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Etf Model Solutions, LLC0 mi

RIA firm · Appleton, WI 54914 · Registered investment adviser · $18M AUM

CRD 168410 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Asc 401(k) Management0 mi

RIA firm · Appleton, WI 54914 · Registered investment adviser · $27M AUM

CRD 220516 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Stonehaven Wealth & Tax Solutions0 mi

RIA firm · Appleton, WI 54914 · Registered investment adviser · $168M AUM

CRD 332731 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Kamko Financial0 mi

RIA firm · Appleton, WI 54914 · Registered investment adviser

CRD 334470 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Winch Financial5.9 mi

RIA firm · Appleton, WI 54911 · Registered investment adviser · $580M AUM

CRD 110194 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Collar Capital Management, LLC5.9 mi

RIA firm · Appleton, WI 54911 · Registered investment adviser · $176M AUM

CRD 152325 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Gateway Wealth Partners, LLC5.9 mi

RIA firm · Appleton, WI 54911 · Registered investment adviser · $2.3B AUM

CRD 322789 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cornerstone Financial Group5.9 mi

RIA firm · Appleton, WI 54911 · Registered investment adviser · $220M AUM

CRD 324255 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Freedom Wealth LLC5.9 mi

RIA firm · Appleton, WI 54911 · Registered investment adviser · $6M AUM

CRD 327278 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Financial Advisory Group, INC.5.9 mi

RIA firm · Appleton, WI 54911 · Registered investment adviser · $4M AUM

CRD 337686 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
North Star Asset Management INC6.1 mi

RIA firm · Neenah, WI 54956 · Registered investment adviser · $3.4B AUM

CRD 106489 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Schaper Benz & Wise Investment Counsel INC6.1 mi

RIA firm · Neenah, WI 54956 · Registered investment adviser · $1.8B AUM

CRD 107630 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
North Shore Investment Advisors, LLC6.1 mi

RIA firm · Neenah, WI 54956 · Registered investment adviser · $18M AUM

CRD 168208 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sumnicht & Associates, LLC6.8 mi

RIA firm · Appleton, WI 54913 · Registered investment adviser · $108M AUM

CRD 111421 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Kom Wealth Management Group, LLC6.8 mi

RIA firm · Appleton, WI 54913 · Registered investment adviser · $408M AUM

CRD 142682 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Isectors, LLC6.8 mi

RIA firm · Appleton, WI 54913 · Registered investment adviser

CRD 147589 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Mcglone Suttner Wealth Management, INC.6.8 mi

RIA firm · Appleton, WI 54913 · Registered investment adviser · $1.0B AUM

CRD 149830 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cornerstone Financial Planning, INC.6.8 mi

RIA firm · Appleton, WI 54913 · Registered investment adviser · $43M AUM

CRD 151866 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Denarius Wealth Management6.8 mi

RIA firm · Appleton, WI 54913 · Registered investment adviser · $4M AUM

CRD 168989 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Copper Harbor Investment Advisors, LLC6.8 mi

RIA firm · Appleton, WI 54913 · Registered investment adviser · $805M AUM

CRD 169978 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
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Nearby areas

Verified advisors and insurance agents in the places closest to Appleton, WI.

  • Appleton, WI6 mi
  • Neenah, WI6 mi
  • Appleton, WI7 mi
  • DE Pere, WI22 mi
  • Green Bay, WI26 mi
  • Green Bay, WI28 mi
  • West Bend, WI63 mi
  • Wausau, WI72 mi
  • Wausau, WI77 mi
  • Mequon, WI78 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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