WI · De Pere

Fiduciary advisors in De Pere, WI

2 advisors with offices in De Pere. Credentials, fee structures, and minimums are disclosed on each listing.

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2 results in De Pere

Financial Freedom Cares

De Pere, Wisconsin

Retirement Planning

Financial Freedom Cares, based in De Pere, Wisconsin, provides financial planning and retirement planning services with a focus on helping clients transition from working life into retirement. Founded by Dean Aerts, who holds RICP, IRMMA, and LUTCF designations along with Series 6 and Series 63 licenses, the firm emphasizes a client-centered approach that begins with understanding each client's situation and goals before developing a customized plan. The firm's process involves initial consultation, collaborative exploration of options, and ongoing periodic reviews to monitor plan progress, with an emphasis on client education and ensuring full client confidence in any recommended strategies.

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Financial advisors in De Pere, Wisconsin

Advisors serving De Pere 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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