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Financial Advisors in Appleton, WI

How to choose a financial advisor in Appleton

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Kay Knuth

Financial Advisor

Cambridge Investment Research Advisors, Inc.

Appleton, WI

ProfileNo contact yet

Kelly Imig

Financial Advisor

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Appleton, WI

ProfileNo contact yet

Scott Hackl

Financial Advisor

Stonehaven Wealth & Tax Solutions

Appleton, WI

ProfileNo contact yet

Jodi Goetsch

Financial Advisor

Thrivent Investment Management Inc.

Appleton, WI

ProfileNo contact yet

Mark Hand

Financial Advisor

Gateway Wealth Partners, Llc

Appleton, WI

ProfileNo contact yet

Elijah Koleske

Financial Advisor

Northwestern Mutual Investment Services, Llc

Appleton, WI

ProfileNo contact yet
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