Advisor at Circle R Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Crivitz, WI 54114
Credentials
CFP®, Series 63, Series 65
Industry experience
16 years
Anthony Krance is a CFP® with 16 years of industry experience and is the principal of Circle R Wealth LLC, an independent advisory firm based in Crivitz, WI. He has held roles including sole proprietor and operator of AFK Solutions Provider, focusing on funding, tax planning, and retirement planning for small businesses. Approximately 50% of his time is dedicated to these outside business activities, including insurance products and services. Circle R Wealth LLC provides portfolio management and ongoing financial planning to individuals and entities such as pension plans, trusts, and businesses. The firm manages client assets on a non-discretionary basis using model portfolios from Altruist LLC’s Model Marketplace and may refer clients to third-party money managers.
Based on Circle R Wealth LLC
Based on Circle R Wealth LLC
$0 - $500,000: 0.77% $500,001 - $1,000,000: 0.67% $1,000,001 - $5,000,000: 0.57% $5,000,001+: 0.37%
Fee-only: Basic: $100/month; Family: $300/month; Business: $600/month (ongoing financial planning fees)
117 N Us Highway 141
Crivitz, WI 54114
Wisconsin
Sole Proprietor
2018 - Present (8 years)
AFK Solutions Provider
2017 - Present (9 years)
Growth Management Group
2016 - 2018 (2 years)
Stryde Solutions LLC
2016 - 2018 (2 years)
Circle R Wealth LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Peshtigo, WI
Packerland Brokerage Services, Inc.
Jason Jacobson is a financial advisor at Packerland Brokerage Services, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Associated Investment Services, Inc. and Thrivent Financial for Lutherans. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through a range of managed portfolios and fee-based programs on the Hilltop/Envestnet platform, combining individualized financial planning with discretionary or non-discretionary account management.
CFP®, ChFC®, Series 66
Peshtigo, WI
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Tyler Degeneffe is a financial advisor with Equity Services, Inc. in Green Bay, WI, holding CFP® and ChFC® designations and over 20 years of industry experience. His career includes roles at National Life Group, Mass Mutual Investors Services, and Metlife Securities. He serves on the finance committee for the Green Bay Area Catholic Education School System. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm combines advisory services with broker-dealer product distribution, utilizing a mix of proprietary and third-party platforms to deliver tailored investment strategies.
Series 63, Series 65
Peshtigo, WI
Equity Services, inc.
Edward Degeneffe is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Life Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Outside of his advisory role, Degeneffe is involved in several insurance and financial services ventures, including Medicare sales and co-ownership of Midwest Insurance Solutions, LLC. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm utilizes a combination of proprietary and third-party investment platforms and offers both discretionary and client-approved trading strategies focused on long-term asset allocation and manager-driven model portfolios.
Series 66
Peshtigo, WI
Equity Services, inc.
Jennifer Grant is a financial advisor at Equity Services, Inc. with 12 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and several other firms. Grant also serves as an alderman on the Green Bay City Council and is a commissioned notary. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers a range of proprietary and third-party investment platforms and combines advisory services with broker-dealer product distribution.
Series 66
Peshtigo, WI
Edward Jones
Series 63
Peshtigo, WI
Edward Jones
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