WI · Appleton

Fiduciary advisors in Appleton, WI

6 advisors with offices in Appleton. Credentials, fee structures, and minimums are disclosed on each listing.

6 listed

6 results in Appleton

Edward Jones - Financial Advisor: Stephanie Kobin, CFP®, AAMS™, AWMA™

Appleton, Wisconsin

CFP

Wirehouse

Retirement Planning Investment Management

Edward Jones - Financial Advisor: Stephanie Kobin, CFP®, AAMS™, AWMA™ is a wirehouse firm in Appleton, Wisconsin. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. Its advisors hold CFP credentials. The office is open five days a week.

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Endowment Wealth Management, Inc.

★4.3(6)

Appleton, Wisconsin

Investment Management Wealth Management

Endowment Wealth Management, Inc. is an investment advisory firm in Appleton, Wisconsin. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 6 Google reviews.

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NorthRock Partners - Appleton

★5.0(2)

Appleton, Wisconsin

CLU

Estate Planning

NorthRock Partners - Appleton is an investment advisory firm in Appleton, Wisconsin. Services include Estate Planning, Financial Planning, and Investment Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

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Scott Scheer, Financial Adviser - Vista Financial Strategies, LLC

Appleton, Wisconsin

Scott Scheer is a financial adviser based in Appleton, Wisconsin, offering financial planning with specialization in business succession planning, retirement planning, and legacy solutions for family-owned businesses. He holds multiple professional credentials including an MSFS, ChFC, CLU, CASL, CLTC, CEPA, and RICP designations, along with FINRA Series 6, 7, and 63 licenses through NYLIFE Securities. Scheer serves clients who are approaching retirement, successful business owners, entrepreneurs, and professionals seeking objective financial guidance aligned with personal and business objectives.

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Taylor Bartels

★5.0(9)

Appleton, Wisconsin

Investment Management Wealth Management

Taylor Bartels is an investment advisory firm in Appleton, Wisconsin. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 9 Google reviews.

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Watermark Financial Services Inc

★5.0(44)

Appleton, Wisconsin

Watermark Financial Services Inc is an investment advisory firm in Appleton, Wisconsin. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 44 Google reviews.

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Financial advisors in Appleton, Wisconsin

Advisors serving Appleton specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Wisconsin's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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