Windward Wealth Strategies, Inc. is a small investment advisory firm based out of Oshkosh, WI. With a team of three dedicated professionals, they specialize in providing comprehensive wealth management services to a diverse clientele. Two of their experienced advisors, Gregory Pierce and Kim Molitor, have been with the firm for many years, ensuring continuity and expertise. With an impressive track record, Windward Wealth Strategies manages an average of $1,177,250,000 in assets per investment advisor, significantly surpassing the industry average. Their compensation structure offers flexibility, including options such as a percentage of assets under management, fixed fees, performance-based fees, and hourly charges. Boasting over 50 individual clients and a total of $166,455,000 in assets under management, Windward Wealth Strategies predominantly caters to high-net-worth individuals. While 401(k) and individual accounts make up less than 30% of their assets under management, the firm also possesses the capability to effectively manage employer funds. All assets managed by Windward Wealth Strategies are done so on a discretionary basis, highlighting their clients' trust in the firm's expertise and decision-making abilities. The firm's dedication to maintaining a high level of service is evident in their attention to detail and tailored approach. Located in Oshkosh, WI, Windward Wealth Strategies operates from a single office, providing a personal touch and fostering strong relationships with their clients. By combining their knowledge, experience, and commitment, the team at Windward Wealth Strategies strives to help clients navigate the complexities of wealth management and achieve their financial goals.

Harbor Wealth Management, LLC is a reputable investment advisory firm located in Green Bay, WI. With one office, they serve a diverse clientele with over 260 individual clients and manage more than $294,359,000 in assets. The firm has six highly skilled employees, five of whom specialize in providing comprehensive investment advisory services to their clients. Harbor Wealth Management, LLC adopts a balanced compensation structure, offering various options such as a percentage of assets under management, fixed fees, hourly charges, and commissions. Their average assets under management per investment advisor amount to approximately $58,870,000, aligning with the industry average. While their core focus is managing assets for high net worth individuals, Harbor Wealth Management, LLC possesses the capability to oversee employer funds. The assets they manage are entirely discretionary, giving clients the confidence that their investments are in capable hands. In addition to their investment advisory services, Harbor Wealth Management, LLC offers a range of valuable financial solutions. They serve as registered representatives of a broker-dealer, as well as insurance brokers or agents. This comprehensive approach ensures that clients receive holistic advice tailored to their unique financial goals and objectives. Harbor Wealth Management, LLC boasts a team of experienced advisors, including the highly tenured professionals Brent Polzin, Eric Heus, and Cheryl Moss. Their extensive expertise and commitment to delivering exceptional client experiences have established the firm's strong reputation in the industry.

Copper Harbor Investment Advisors, LLC, headquartered in Appleton, WI, is a reputable and established investment advisory firm catering to a diverse clientele. With a remarkable track record, the firm manages over $465,000,000 in assets for more than 50 individual clients. Primarily focused on high net worth individuals, Copper Harbor Investment Advisors, LLC offers a comprehensive range of investment advisory services. With an emphasis on personalized financial strategies, the firm's team of four experienced professionals provides expert guidance and support to their clients. Their compensation structure encompasses various models, including a percentage of assets under management and hourly charges, ensuring flexibility and alignment with client needs. Copper Harbor Investment Advisors, LLC differentiates itself through its discretionary management approach, with an impressive 83% of the assets they oversee falling under this category. This discretionary authority empowers the firm to make investment decisions on behalf of their clients, allowing for swift and proactive adjustments to market conditions. Notably, Copper Harbor Investment Advisors, LLC maintains an average of $116,250,000 in assets under management per investment advisor, in line with the industry average. The firm takes pride in the tenure and expertise of its advisors, with key individuals like Amy Sitter, Ramon Garrido Mateos, and Jesse Nelson being among the longest-serving members of their team. In summary, Copper Harbor Investment Advisors, LLC is a respected and client-centric investment advisory firm headquartered in Appleton, WI. Their commitment to delivering exceptional service and tailored investment strategies has earned them a solid reputation in the industry.

Winch Financial, a reputable investment advisory firm, operates out of Appleton, WI, serving a diverse clientele of over 710 individual clients. With a remarkable $333,928,000 in assets under management, they have established themselves as a trusted financial partner. With two offices strategically located in the area, Winch Financial offers personalized and comprehensive investment advisory services to individuals and employer 401Ks alike. As pioneers in the financial industry, Winch Financial boasts extensive expertise in managing employer 401Ks and individual assets, making them well-equipped to navigate the intricacies of these markets. Their commitment to discretion is evident, as they manage 100% of their clients' assets on a discretionary basis. The firm's compensation structure reflects their dedication to transparency and flexibility, offering a range of options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose the arrangement that best suits their needs. With a team of 19 dedicated professionals, including 17 investment advisors, Winch Financial delivers exceptional service to their valued clients. Each investment advisor, on average, manages an impressive portfolio worth approximately $19,640,000. Notably, the firm takes pride in its experienced advisors, with Samuel Winch, Christina Winch, and Frederic Hubley among the longest tenured and highly regarded members of their team. Winch Financial's unwavering commitment to excellence, comprehensive range of services, and seasoned advisory team make them a top choice for individuals and businesses seeking reliable and personalized financial guidance in the Appleton, WI area.

AVAIi Wealth Management, LLC is a reputable investment advisory firm headquartered in Appleton, WI, providing comprehensive financial services to clients. With one office location, AVAIi Wealth Management has built a strong team of 12 dedicated professionals, 7 of whom specialize in investment advisory services. The firm boasts an impressive average of $43,380,000 in assets under management per investment advisor. With a client-centric approach, AVAIi Wealth Management offers a diverse range of compensation structures tailored to individual needs. These include a percentage of assets under management, hourly charges, and fixed fees. Notably, the firm's expertise lies in managing employer 401Ks and individual assets, accounting for approximately half of their total assets under management. They have demonstrated considerable proficiency in this particular sector. An impressive 97% of the assets managed by AVAIi Wealth Management are discretionary, further highlighting their commitment to providing personalized and strategic investment solutions. Additionally, the firm offers various ancillary services such as being a registered representative of a broker-dealer, insurance broker or agent, as well as an accountant or accounting firm. With a substantial client base of over 510 individuals, AVAIi Wealth Management oversees an impressive $303,682,000 in assets under management. The firm takes pride in its long-tenured advisors, including notable professionals such as Mark Truettner, Joel Blattner, and Jeffrey Rainer. These experienced advisors bring their extensive knowledge and expertise to serve the diverse financial needs of their valued clients. Overall, AVAIi Wealth Management, LLC is a trusted and reliable partner in helping individuals and businesses achieve their financial goals.

Associated Investment Services, Inc. is a well-established regional investment advisory firm headquartered in Green Bay, WI. With a dedicated team of 59 employees, including 25 experienced investment advisors, they provide comprehensive financial services to a diverse client base. These clients consist of over 3,630 individuals, with assets under management totaling more than $827,256,000. The company's success is built on their commitment to delivering personalized investment solutions tailored to each client's unique financial goals and risk tolerance. Their investment advisors boast an impressive track record, with an average of approximately $32,910,000 in assets under management per advisor. This expertise allows them to effectively manage a wide range of portfolios, including employer 401K plans and individual accounts, which account for over 80% of their assets under management. Associated Investment Services, Inc. offers a flexible compensation structure to align with client needs. This includes a percentage of assets under management, hourly charges, and other fee-based arrangements. Additionally, they extend their services as an insurance broker or agent, providing comprehensive coverage options to safeguard their clients' financial well-being. With 134 offices throughout the region, Associated Investment Services, Inc. has cultivated a strong presence in the market. They take pride in their team of seasoned professionals, some of whom have been with the firm for many years. Notable long-tenured advisors include Jeffrey Edwards, Peter Engstrom, and Jessica Liska. Their collective expertise and commitment to client satisfaction make Associated Investment Services, Inc. a trusted partner for individuals and employers seeking comprehensive financial management solutions.

Financial Planning And Information Services, Inc. is a leading investment advisory firm based out of De Pere, Wisconsin. With a team of 17 dedicated professionals, including 4 experienced investment advisors, they provide comprehensive financial planning and information services to a diverse client base. Their expertise in investment advisory services is reflected in their impressive average of approximately $34,170,000 in assets under management per investment advisor. Financial Planning And Information Services, Inc. employs a flexible compensation structure that encompasses various types of fees, including a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients receive tailored financial solutions that align with their specific needs and goals. With over 840 individual clients, Financial Planning And Information Services, Inc. manages a substantial portfolio of assets totaling over $896,740,000. Notably, nearly half of their assets under management come from employer 401Ks or individuals, indicating their strong expertise in this particular space. The firm takes pride in offering exceptional service and sound financial advice, as evidenced by their track record of success and client satisfaction. Operating from a single office in De Pere, Financial Planning And Information Services, Inc. has established itself as a trusted partner for individuals and businesses seeking reliable financial guidance. The firm boasts a team of highly experienced advisors, including Rachel Brown, Daniel Budinger, and Ryan Wempe, who have been instrumental in shaping the company's long-term success. In summary, Financial Planning And Information Services, Inc. is a respected investment advisory firm known for its comprehensive financial planning services, extensive experience in managing assets, and a dedicated team committed to helping clients achieve their financial objectives.

Vestura, LLC, a small investment advisory firm headquartered in Hobart, WI, is dedicated to providing personalized financial services to its clients. With a team of four employees, three of whom specialize in investment advisory services, the firm ensures focused attention and expertise for each client. They manage an average of approximately $61,500,000 in assets per investment advisor, aligning with industry standards. The firm's compensation structure offers various options, including a percentage of assets under management and fixed fees. This flexible approach allows clients to choose the compensation model that best suits their needs and preferences. Vestura, LLC serves over 10 individual clients, managing a total of $205,922,000 in assets. The majority of these assets belong to high-net-worth individuals, demonstrating the firm's proficiency in serving affluent clients. All assets managed by Vestura are handled on a discretionary basis, ensuring a trusted and proactive approach to investments. With two offices, Vestura, LLC provides convenient access to their services for clients in the Hobart, WI area. The firm benefits from the expertise and experience of David Counihan, Jared Bowers, and Jason Perkins, who are some of the longest-tenured advisors at the firm. They contribute their extensive knowledge and dedication to delivering exceptional guidance and support to their valued clients. Vestura, LLC remains committed to building lasting relationships with clients, providing comprehensive financial solutions tailored to their unique goals and aspirations. Through their expertise, personalized service, and strategic approach, Vestura aims to assist clients in securing their financial future.

Gateway Wealth Partners, LLC is a highly regarded regional investment advisory firm based out of Appleton, WI. With a dedicated team of 38 skilled professionals, they specialize in providing comprehensive investment advisory services. Gateway Wealth Partners offers various compensation structures, including a percentage of assets under management, ensuring alignment with their clients' financial goals. Having amassed an impressive portfolio, Gateway Wealth Partners manages over $1,151,846,000 in assets under management. Their clientele comprises over 4,000 individual investors, a significant portion of which includes employer 401Ks and individual accounts. Notably, their extensive experience in handling these types of assets positions them as industry leaders in this space. With an outstanding track record, Gateway Wealth Partners expertly manages 91% of the assets they oversee on a discretionary basis. This discretionary approach allows them to exercise their financial expertise and make informed investment decisions that align with their clients' objectives. Gateway Wealth Partners operates through a network of 24 offices, strategically located throughout the region. The firm takes pride in its team of highly experienced advisors, many of whom have been with the company for a considerable time. Notable among these dedicated professionals are Kurtis Hagemann, Andrew Klein, and Justin Zoromski, who bring their expertise and extensive industry knowledge to every client engagement. Overall, Gateway Wealth Partners, LLC is a reputable and client-focused investment advisory firm, catering to the diverse financial needs of its extensive clientele base. Through their personalized approach and commitment to excellence, they continue to make a significant impact on the financial well-being of their clients.

Schaper Benz & Wise Investment Counsel Inc, based out of Neenah, WI, is a prominent local investment advisory firm with a strong reputation in the industry. With a total of 13 employees, 10 of whom provide investment advisory services, they offer a personalized approach to wealth management. The firm boasts an impressive average of approximately $396,370,000 in assets under management per investment advisor, surpassing the industry average. They primarily cater to high net worth individuals, managing over $1,199,956,000 in assets for more than 110 individual clients. Remarkably, 99% of the assets they oversee are discretionary, allowing the firm to make investment decisions on behalf of their clients with a high level of autonomy. Schaper Benz & Wise Investment Counsel Inc operates with a diverse compensation structure, including a percentage of assets under management. This approach aligns their interests with those of their clients, ensuring a commitment to delivering optimal results. With a single office in Neenah, the firm has established a strong presence in the local community. Notably, several of the firm's advisors, such as Kimberly Petersen, Thomas Rippl, and Laura Guy, have demonstrated long tenures, contributing to the stability and expertise of the team. Overall, Schaper Benz & Wise Investment Counsel Inc stands out for its exceptional asset management capabilities, personalized service, and commitment to delivering superior investment advice.

KCD Financial, Inc. is a reputable regional investment advisory firm based in Green Bay, WI. With over 660 individual clients and an impressive $123,845,000 in assets under management, they have established themselves as a trusted partner in financial planning. The firm operates from 18 well-equipped offices, providing comprehensive services that extend beyond investment advice. As an insurance broker or agent, they offer additional coverage options to meet the diverse needs of their clients. Distinguishing themselves from competitors, KCD Financial, Inc. has garnered considerable expertise in managing employer 401Ks and individual portfolios, which collectively account for half of their assets under management. Notably, 2% of these assets are under their discretionary control, showcasing their proficiency in making informed investment decisions on behalf of their clients. KCD Financial, Inc. boasts a talented team of 44 dedicated employees, with 29 professionals specializing in investment advisory services. Their investment advisors consistently demonstrate their competence by averaging approximately $4,270,000 in assets under management per advisor. Among the firm's most tenured advisors are Phillip Vogel, Christopher Fess, and Thomas Coleman, whose extensive experience adds immense value to the organization and its clients. The compensation structure at KCD Financial, Inc. is designed to align with client interests, offering various types of fee arrangements. These include a percentage of assets under management and hourly charges, ensuring transparency and flexibility in meeting client preferences. Overall, KCD Financial, Inc. stands as a trusted financial partner, committed to delivering personalized solutions and leveraging their expertise to help clients achieve their financial goals.