How can I find an insurance broker near Manitowoc, Wisconsin?

Mployer lets you search for Manitowoc, Wisconsin-area insurance brokers, advisors, or consultants in one place. Narrow your results at the top of this page by M Score rating, company size, the type of insurance you're looking for, or even your industry.

How are insurance brokers in Manitowoc, Wisconsin paid?

Most often business insurance brokers are paid through commissions and fees. Small and mid-size companies' insurance brokers are typically paid through commissions. These are paid to the broker by the insurance company you select. Larger companies often set up a fee-based arrangement instead of a commission-based arrangement with their broker or consultant partner.

Can I compare insurance brokers in the Manitowoc, Wisconsin area?

It can feel overwhelming to sift through the many brokers in the Manitowoc, Wisconsin area. It's why Mployer provides a free comprehensive list of all Manitowoc, Wisconsin insurance brokers. We include overviews, customer reviews, and our independent rating called an M Score. The higher the M Score, the broader the broker's experience. With an M Score, you are empowered to choose the best broker for your company.

What is the difference between an insurance broker, agent, and a consultant in Manitowoc, Wisconsin?

Insurance brokers, agents, and consultants in Manitowoc, Wisconsin all have a similar role as they help a business or individual select an insurance company and plan.Agents represent one specific insurance company only for the most part, they sell that insurance company's products.Brokers are often independent and are able to quote multiple insurance company's prices. They are usually paid through a commission from the insurance company selected.Consultants are usually brokers as well, but they work with larger companies and are paid on a fee based arrangement, similar to general management consultants. That is why they are often called consultants.You can use Mployer to find Manitowoc, Wisconsin based insurance brokers and consultants.

Should I hire an independent Manitowoc, Wisconsin insurance broker?

Finding the best insurance for your business can feel intimidating, as there are a lot of options in Manitowoc, Wisconsin. For most organizations, it's beneficial to hire an independent broker.An insurance broker local to the Manitowoc, Wisconsin area will have familiarity to the Manitowoc, Wisconsin healthcare systems and insurance plans. This gives Manitowoc, Wisconsin insurance brokers unique insight that others from out of the area may not have. Also, independent insurance brokers are able to quote you prices for your employees from a wider range of insurance carriers and therefore can often find prices and plans that better fit unique needs.

How do I choose a benefits broker in Manitowoc, Wisconsin?

It can feel overwhelming to sift through the many brokers in the Manitowoc, Wisconsin area. That is why Mployer provides a free comprehensive list of all Manitowoc, Wisconsin insurance brokers. We include overviews, customer reviews, and our independent rating called an M Score.

Can I change my insurance broker?

If you are currently working with a broker, it's important to know that you can always change your insurance broker. Even if you're happy with your broker, it's a good idea to evaluate Manitowoc, Wisconsin-based insurance brokers often.If you do not feel like you as a business are not receiving the right price or level of service you deserve, you should evaluate a new insurance broker. Mployer provides a free list of Manitowoc, Wisconsin based insurance brokers and consultants for you to review including customer ratings and independent scores.

Will my insurance broker handle my insurance claims?

Insurance brokers in Manitowoc, Wisconsin do not specifically handle claims, that is the role of your insurance carrier. Your insurance broker can help you navigate the claims process if needed, especially for large and or questionable claims.

Do all Manitowoc, Wisconsin brokers have an M Score?

We work hard to ensure every M Score is accurate, helpful, and pushes the insurance brokerage industry to be open and transparent. It's calculated using a brokerage's breadth and depth of experience across industries, employer sizes, and offerings. An industry-first, the M Score is available for most Manitowoc, Wisconsin-based brokers and more are being added every day.

When is the best time to shop for a new insurance broker?

Making the right insurance choice saves money, helps retain the best employees, and can prevent unforeseen costs. An insurance broker is an invaluable asset so the best time to shop for a new Manitowoc, Wisconsin-area insurance broker is earlier than you think. Extra time helps identify the skills and capabilities expected of your ideal broker, lets you understand how different brokers deliver different results, and gives you the ability to use neutral third-party tools like Mployer to evaluate broker options.

Find Top Financial Advisors Near Manitowoc, Wisconsin

Advisors near Manitowoc, Wisconsin

Location

Wisconsin

Appleton De Pere Green Bay Hobart Neenah Oshkosh

Filters

Location

Wisconsin

Appleton De Pere Green Bay Hobart Neenah Oshkosh

Showing 1 - 12 of 17 results

VESTURA, LLC

Hobart, Wisconsin

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.

View Profile

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

Neenah, Wisconsin

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.

View Profile

GATEWAY WEALTH PARTNERS, LLC

Appleton, Wisconsin

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.

View Profile

KCD FINANCIAL, INC.

Green Bay, Wisconsin

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.

View Profile

N.E.W. ADVISORY SERVICES, LLC

De Pere, Wisconsin

N.E.W. Advisory Services, LLC, headquartered in De Pere, WI, is a reputable local investment advisory firm with a strong presence in the financial services industry. With over 2,400 individual clients and an impressive $838,109,000 in assets under management, the company has established itself as a trusted partner for individuals and employer 401K plans alike. N.E.W. Advisory Services operates from four conveniently located offices, ensuring accessibility and personalized service for their diverse clientele. With a focus on discretionary asset management, N.E.W. Advisory Services brings extensive expertise and experience to the table. Their team of 20 dedicated professionals includes ten highly skilled investment advisors who provide tailored financial guidance to clients. Each advisor manages an average of approximately $83,810,000 in assets, demonstrating the firm's commitment to delivering personalized attention and comprehensive solutions. N.E.W. Advisory Services offers a range of compensation structures, including a percentage of assets under management, fixed fees, and commissions. This flexibility allows clients to select the option that aligns best with their financial goals and preferences. At N.E.W. Advisory Services, the firm's success is built upon the contributions of its longest tenured advisors, such as Debra Deleers, Andrew Hermsen, and Michael Johnson. Their extensive industry knowledge and unwavering dedication have played a pivotal role in the firm's growth and reputation. With their track record of success, broad range of services, and commitment to client satisfaction, N.E.W. Advisory Services, LLC is a trusted partner for individuals and organizations seeking expert investment advice and wealth management solutions.

View Profile

WINDWARD WEALTH STRATEGIES, INC.

Oshkosh, Wisconsin

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.

View Profile

NICOLET WEALTH MANAGEMENT

Green Bay, Wisconsin

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.

View Profile

AEGIS FINANCIAL

Oshkosh, Wisconsin

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.

View Profile

WINCH FINANCIAL

Appleton, Wisconsin

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.

View Profile

FINANCIAL PLANNING AND INFORMATION SERVICES, INC.

De Pere, Wisconsin

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.

View Profile

Need Help Selecting an Insurance Advisor?

Let our team create a custom shortlist for you.

FINANCIAL PLANNING AND INFORMATION SERVICES, INC.

De Pere, Wisconsin

View Profile

NAVIGEN WEALTH MANAGEMENT

Green Bay, Wisconsin

Navigen Wealth Management, headquartered in Green Bay, WI, is a reputable investment advisory firm specializing in providing personalized financial solutions to high net worth individuals. With a team of three dedicated professionals, including two experienced investment advisors, they offer comprehensive wealth management services. Navigen manages a substantial portfolio, averaging approximately $102,360,000 in assets under management per investment advisor, aligning with industry standards. The firm's compensation structure is diverse, incorporating various methods, such as a percentage of assets under management. Their client base comprises over 160 individuals, entrusting Navigen with more than $141,177,000 in assets under management. Notably, the majority of these assets are from high net worth individuals, while 401K and individual accounts account for less than 30% of the total managed assets. Navigen's expertise extends beyond individual clients as they possess the capability to effectively manage employer funds. Moreover, all the assets they oversee are under their discretionary control, allowing them to make informed investment decisions on behalf of their clients. As a small but well-established investment advisory firm, Navigen Wealth Management operates two offices, catering to clients' financial needs with professionalism and personalized attention. Among their team, Brian Versey and Bradley Nagel stand out as the firm's seasoned registered advisors, bringing extensive experience and industry knowledge to the table. Navigen's commitment to delivering exceptional service and helping clients achieve their financial goals positions them as a trusted partner in wealth management.

View Profile

HARBOR WEALTH MANAGEMENT, LLC

Green Bay, Wisconsin

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.

View Profile