GATEWAY WEALTH PARTNERS, LLC
Appleton, WI
AUM
$2.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
83 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(920) 731-9293
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in WI, APPLETON
8 advisers found
COPPER HARBOR INVESTMENT ADVISORS, LLC
Appleton, WI
AUM
$805.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(920)441-0300
ENDOWMENT WEALTH MANAGEMENT, INC.
Appleton, WI
AUM
$609.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
920-785-6010
WINCH FINANCIAL
Appleton, WI
AUM
$580.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
920-739-8577
KOM WEALTH MANAGEMENT GROUP, LLC
Appleton, WI
AUM
$407.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
920-733-3865
CORNERSTONE FINANCIAL GROUP
Appleton, WI
AUM
$220.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
920-832-3821
ETF MODEL SOLUTIONS, LLC
Appleton, WI
AUM
$18.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM; LICENSE FEES
920-785-6010
FREEDOM WEALTH LLC
Appleton, WI
AUM
$6.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
920-843-9800