🤫 Directory · consent-first

Near 54956. Neenah.

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

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Financial

Advisors & firms near 54956

North Star Asset Management INC0 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 INC0 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, LLC0 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

Endowment Wealth Management, INC.6.1 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 Strategies6.1 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.6.1 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, LLC6.1 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, LLC6.1 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) Management6.1 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 Solutions6.1 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 Financial6.1 mi

RIA firm · Appleton, WI 54914 · Registered investment adviser

CRD 334470 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Carl M. Hennig, INC.8.3 mi

RIA firm · Oshkosh, WI 54901 · Registered investment adviser · $28M AUM

CRD 140 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Conceptual Financial Advisors, LLC9.2 mi

RIA firm · Appleton, WI 54915 · Registered investment adviser · $190M AUM

CRD 167513 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Wiara Investment Management, LLC9.4 mi

RIA firm · Menasha, WI 54952 · Registered investment adviser · $2M AUM

CRD 151324 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Winch Financial10 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, LLC10 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, LLC10 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 Group10 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 LLC10 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.10 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

Appleton Investment Management INC.11 mi

RIA firm · Hortonville, WI 54944 · Registered investment adviser · $1M AUM

CRD 113576 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Windward Wealth Strategies, INC.12 mi

RIA firm · Oshkosh, WI 54904 · Registered investment adviser · $251M AUM

CRD 175126 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Valley Wealth Management12 mi

RIA firm · Oshkosh, WI 54904 · Registered investment adviser · $112M AUM

CRD 327845 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sumnicht & Associates, LLC12.4 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

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

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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🤫 Directory · consent-first

Near 54956. Neenah.

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

Find your person