Kerberrose Wealth Management, LLC, a local investment advisory firm based in Shawano, WI, is dedicated to providing comprehensive financial solutions to its clients. With over 1,120 individual clients and a substantial $592,830,000 in assets under management, they have established a reputation for delivering exceptional service. Operating from five offices, Kerberrose Wealth Management, LLC offers a range of services to meet the diverse needs of their clientele. They serve as a registered representative of a broker-dealer, an insurance broker or agent, and an accountant or accounting firm. While they excel in managing employer funds, they also handle 401K and individual accounts, which account for less than 30% of their total assets under management. With 74% of their managed assets being discretionary, clients trust Kerberrose Wealth Management, LLC's expertise and judgment in making investment decisions. Their compensation structure encompasses various methods, including a percentage of assets under management, hourly charges, fixed fees, and commissions. The firm boasts a dedicated team of nine employees, all of whom are experienced investment advisors committed to providing top-notch service. On average, each investment advisor oversees approximately $65,870,000 in assets under management, aligning with the industry average. Notably, Kerberrose Wealth Management, LLC has a few long-tenured advisors, including Michael Rudolf, Scott Schewe, and Daniel Wotruba, who bring extensive knowledge and experience to the firm. Their collective expertise ensures that clients receive sound advice and personalized strategies tailored to their financial goals.

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.

Aegis Financial is a small investment advisory firm based out of Oshkosh, WI, with three offices. With a total of 14 employees, four of whom provide investment advisory services, Aegis Financial is dedicated to offering expert financial guidance and managing assets for individuals and employer 401Ks. They possess extensive experience in this space and have successfully built a client base of over 480 individuals, with assets under management exceeding $306,196,000. Aegis Financial prides itself on its knowledgeable team of advisors, including some of the longest-tenured professionals in the firm such as Brian Rogers, Michael Donnan, and Kristie Hennes. Their expertise and commitment to client satisfaction ensure that every client receives personalized financial solutions tailored to their unique goals and circumstances. The firm's compensation structure is diverse, offering various types including a percentage of assets under management and fixed fees. As an average performer within the industry, Aegis Financial manages an average of approximately $62,050,000 in assets per investment advisor. With a 100% discretionary management approach, Aegis Financial places the utmost importance on maintaining the trust and confidence of their clients. Through transparent communication, diligent research, and strategic planning, they aim to protect and grow their clients' investments while providing exceptional service. Aegis Financial's unwavering dedication to their clients' financial success has positioned them as a trusted partner in the world of investment advisory services. Their commitment to excellence and their extensive experience make them a reliable choice for individuals and businesses seeking expert financial guidance.

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.

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.

Conceptual Financial Advisors, LLC is a highly regarded investment advisory firm headquartered in Appleton, WI. With a team of three dedicated professionals, they specialize in providing comprehensive investment advisory services to a diverse clientele. Their exceptional track record is evident in their impressive average of $483,470,000 in assets under management per investment advisor, surpassing industry standards. The firm's compensation structure is designed to align the interests of both advisors and clients. It includes various components, such as a percentage of assets under management, fixed fees, and performance-based fees. This approach ensures that Conceptual Financial Advisors, LLC maintains a strong focus on delivering optimal results and exceeding client expectations. With a client base of over 440 individuals, Conceptual Financial Advisors, LLC manages more than $117,257,000 in assets. Their expertise in employer 401Ks and individual investments is reflected in the fact that approximately half of their assets under management originate from these sources. This experience has solidified their position as trusted advisors in the industry. Boasting an impressive 80% of discretionary assets, Conceptual Financial Advisors, LLC provides clients with the peace of mind that their investments are being expertly managed. The firm's commitment to excellence is further exemplified by its two office locations, catering to the needs of clients in and around Appleton, WI. Conceptual Financial Advisors, LLC takes pride in its team of seasoned professionals. Gary Brewton, Adam Gafner, and Chad Nehring are among the longest tenured advisors at the firm, bringing a wealth of experience and knowledge to each client engagement. Their dedication to delivering personalized financial solutions sets Conceptual Financial Advisors, LLC apart from the competition.

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.

ETF Model Solutions, LLC is a reputable investment advisory firm located in Appleton, WI. With two well-established offices, this local firm boasts a team of 12 highly skilled professionals, with 8 dedicated to providing top-notch investment advisory services. With an average of $1,550,000 in assets under management per investment advisor, ETF Model Solutions demonstrates their commitment to delivering exceptional financial guidance. The firm's compensation structure is diversified, offering various types including a percentage of assets under management. Notably, approximately half of their assets under management originate from employer 401Ks and individual investors, showcasing their expertise in this particular domain. ETF Model Solutions, LLC exclusively manages discretionary assets, giving clients the confidence that their investment decisions are in capable hands. Impressively, the firm serves over 90 individual clients, overseeing a substantial $12,409,000 in assets under management. With a proven track record of success, ETF Model Solutions consistently demonstrates their ability to navigate the complexities of the financial markets and provide tailored solutions that align with their clients' goals. Combining their extensive industry experience, commitment to excellence, and a client-centric approach, ETF Model Solutions, LLC has earned a strong reputation as a trusted partner for individuals and employers alike seeking expert investment advice. Whether it's optimizing retirement portfolios or strategically managing personal wealth, this firm stands as a reliable resource for comprehensive and effective financial solutions.

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.

Nicolet Wealth Management is a respected regional investment advisory firm headquartered in Green Bay, WI, and boasts a network of nine offices. With a team of 58 dedicated professionals, including 32 experienced investment advisors, they provide comprehensive financial services to a diverse clientele. The firm maintains an average of approximately $91,590,000 in assets under management per investment advisor, aligning well with industry standards. Nicolet Wealth Management's compensation structure offers flexibility, including options such as a percentage of assets under management and fixed fees. While they focus primarily on managing institutional funds, their capabilities extend to overseeing 401K and individual accounts, although these represent less than 30% of their total assets under management. Remarkably, all the assets they manage are discretionary, ensuring that clients trust the firm's expertise and decision-making. With over 3,930 individual clients and an impressive $2,930,862,000 in assets under management, Nicolet Wealth Management has built a robust and loyal customer base. The firm's success can be attributed, in part, to their seasoned advisors, with professionals like Adam Madson, Darrick Munsch, and Darren Grayson contributing their expertise and experience to the team. Nicolet Wealth Management's commitment to delivering tailored financial solutions, combined with their deep knowledge of the industry and dedication to client satisfaction, sets them apart as a trusted partner in wealth management. Whether clients seek investment advice, retirement planning, or portfolio management, Nicolet Wealth Management is poised to provide reliable and comprehensive solutions to meet their unique financial goals.