A complete list of active advisors currently associated with Appleton Investment Management Inc.

Warmer can help you find a great advisor at Appleton Investment Management Inc. or one who fits your needs even better.

Appleton Investment Management provides advisory and portfolio management services focused on individual investors, with the brochure identifying high‑net‑worth individuals as a primary client type. The firm offers financial planning and ongoing management of client portfolios rather than institutional or private‑fund services. Its stated approach centers on individualized portfolio management and periodic account review, with advisory engagements documented in the brochure under items covering methods of analysis and account review. The brochure also notes that the firm uses fixed fees for its advisory services instead of performance‑based or exclusively asset‑based billing. What is atypical for firms in this regulatory category is the combination of a very small, effectively solo‑practitioner structure with an emphasis on high‑net‑worth individual clients and fixed‑fee portfolio management. The firm also discloses that it does not act as a private fund adviser, a feature that distinguishes its service scope from many peers.

To learn more about the advisors currently working at Appleton Investment Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
William Degeneffe	Menasha, WI	31

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