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Anthony Frank Krance

Advisor at Circle R Wealth LLC — Crivitz, WI

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

17 years

Location

Crivitz, WI 54114

Circle R Wealth LLC logo

Circle R Wealth LLC

Independent

Total advisors

1

Clients per advisor

53 High

Avg AUM per client

$180,637 Low

HNW client ratio

2% Low

About

Anthony Krance is a CFP® professional with 17 years of experience in financial advising. He is the principal of Circle R Wealth LLC, an independent firm he has led since 2009. In addition to his advisory role, he operates a sole proprietorship that provides insurance products and services. Circle R Wealth LLC offers asset management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing various strategies including model portfolios through third-party managers, with most client assets managed on a non-discretionary basis.

Client services

Based on Circle R Wealth LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Circle R Wealth LLC

Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Business exit / sale strategy Key person insurance & risk mitigation

Occupation focus

Based on Circle R Wealth LLC

Founder/Business Owner

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Fee options

Percentage

$0 - $500,000: 0.77% $500,001 - $1,000,000: 0.67% $1,000,001 - $5,000,000: 0.57% $5,000,001+: 0.37%

Subscriptions

Basic tier: $100 per month; Family tier: $300 per month; Business tier: $600 per month

Location

Crivitz, WI

117 N Us Highway 141

Crivitz WI 54114

Advisors at this office

1

Most active in

Wisconsin

Work history

17 years of industry experience

Sole Proprietor

2018 - Present • 8 years

Crivitz, WI

AFK Solutions Provider

2017 - 2024 • 7 years

Crivitz, WI

Growth Management Group

2016 - 2018 • 2 years

Green Bay, WI

Stryde Solutions LLC

2016 - 2018 • 2 years

Green Bay, WI

Circle R Wealth LLC

2009 - Present • 17 years

Crivitz, WI

Merrill

2004 - 2005 • 1 year

Green Bay, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Jason J

Series 66

Peshtigo, WI

Packerland Brokerage Services, Inc.

Jason Jacobson is a financial advisor at Packerland Brokerage Services, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Associated Investment Services, Inc. and Thrivent Financial for Lutherans. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through a range of managed portfolios and fee-based programs on the Hilltop/Envestnet platform, combining individualized financial planning with discretionary or non-discretionary account management.

Retirement income strategy Options & derivatives strategies Wealth management
user avatar

Tyler D

CFP®, ChFC®, Series 66

Peshtigo, WI

Equity Services, inc.

Tyler Degeneffe is a CFP® and ChFC® with 20 years of industry experience. He is affiliated with Equity Services, Inc. and has prior experience with National Life Group, Mass Mutual, and MetLife. He serves as a member of the finance committee for the Green Bay Area Catholic Education School System. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms and frequently utilizes third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
user avatar

Edward D

Series 63, Series 65

Peshtigo, WI

Equity Services, inc.

Edward Degeneffe is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including National Life Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Degeneffe is involved in several business activities outside of advisory services, including co-ownership and CFO roles in insurance and Medicare-related businesses. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and integrates third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
user avatar

Jennifer G

Series 66

Peshtigo, WI

Equity Services, inc.

Jennifer Grant is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and holds a Series 66 designation. She has 12 years of industry experience, including roles at Merrill Lynch, Pierce, Fenner & Smith Inc., and several firms owned or operated by herself. Grant serves as an alderman on the Green Bay City Council. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term strategies with options for shorter-term trading and specialized instruments, and operates as both a broker-dealer and SEC-registered investment adviser.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive

Curtis K

Series 66

Peshtigo, WI

Edward Jones

Curtis Kuchenberg is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include a position at Northwestern Mutual and experience outside of finance at Great North Auto Wash and White's Grocery. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Justin O

Series 63

Peshtigo, WI

Edward Jones

Justin Oberg is a financial advisor with Edward Jones in Peshtigo, WI, holding a Series 63 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory work, he is involved in managing a rental property in Peshtigo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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