Top financial advisors in Appleton, WI
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering your retirement options or managing a public pension if you work in government, which is common in Appleton, WI. A key mistake is not accounting for how your pension interacts with other retirement income sources, which can affect your overall financial security.
- Pension integration expertise. Ask how they coordinate your public pension with Social Security and other income to avoid unexpected tax or cash flow issues.
- Retirement timing strategies. Confirm if they help plan when to retire or claim benefits to maximize your lifetime income.
- Investment risk management. Look for advisors who adjust your portfolio considering your pension's guaranteed income, balancing growth and safety.
- Healthcare cost planning. Since medical expenses rise in retirement, check how they incorporate these costs alongside your pension benefits.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Adam W
Series 65
Appleton, WI
Winch Financial
Adam Winch in Appleton, WI, offers expertise in general retirement planning and estate guidance, supported by 18 years of experience and a Series 65 license. His firm manages $511 million for 816 clients, providing flat-fee and AUM-based options, which may appeal to those seeking flexible fee structures alongside personalized portfolio management and public educational seminars.
Experience: 19 years
Avg account: $665,534
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Bolan M
Series 66
Appleton, WI
Cornerstone Financial Group
Bolan Montgomery in Appleton, WI, offers expertise in retirement plans for business owners and tax strategies for small businesses, which can help integrate pension income with other retirement sources. His firm uses a multi-method investment approach and offers flat-fee consulting, distinguishing him from others by combining active portfolio management with a focus on independent, flat-fee services.
Experience: 6 years
Avg account: $380,276
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Kevin T
Series 65, Series 63
Appleton, WI
Harbour Investments, Inc.
Kevin Tobak in Appleton, WI, offers expertise in annuities and options strategies, which can be valuable for integrating public pensions with other retirement income. His firm, Harbour Investments, serves a diverse client base with customized investment strategies using both fundamental and technical analysis, and he provides flat-fee and hourly pricing options, distinguishing him from advisors with traditional AUM fees.
Experience: 28 years
Avg account: $309,963
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Mitchell N
Series 63, Series 65
Appleton, WI
Primerica Advisors
Mitchell Nonn in Appleton, WI, specializes in income planning and tax-loss harvesting, which are crucial for managing public pensions alongside other retirement income. With 14 years of experience at Primerica Advisors, a large firm offering discretionary asset management and a wrap-fee structure, he serves both individual and high-net-worth clients, providing model-delivery strategies and separately managed accounts.
Experience: 15 years
Avg account: $228,117
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David D
Series 65
Appleton, WI
Freedom Wealth LLC
David Donze in Appleton, WI, offers expertise in general retirement planning and college savings, supported by his Series 65 designation and five years of experience. His firm, Freedom Wealth LLC, provides discretionary asset management with a 0.90% AUM fee, serving individuals and high-net-worth clients, which may offer a more personalized approach compared to advisors focusing solely on pension integration.
Experience: 5 years
Avg account: $88,412
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