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Robert Matzke

Advisor at Financial Services of Northeast Wisconsin, Inc.

Updated today

Firm

Financial Services of Northeast Wisconsin, Inc.

Location

Hortonville, WI

Credentials

CFP®, Series 63

Industry experience

37 years

Client services

Based on Financial Services of Northeast Wisconsin, Inc.

Financial planning Selection of other advisers Investment monitoring and reporting

Expertise

Based on Financial Services of Northeast Wisconsin, Inc.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities

Fee options

Percentage

$0 - $100,000: 1.00% $100,001 - $500,000: 0.50% $500,001+: Negotiable

Project-based

$100 to $150 per hour for financial planning; $125 per hour for limited scope engagements

Other

Minimum fee: Minimum quarterly fee of $250, negotiable

Location

Hortonville, WI

Most active in

Wisconsin

Work history

Financial Services of NE, WI. Inc.

1996 - Present (30 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ronald K

CFP®, Series 63, Series 66

Appleton, WI

Kolash Wealth Strategies, LLC

Options & derivatives strategies
user avatar

Nathan S

Series 63

Appleton, WI

ASC 401(k) Management

Retirement income strategy General retirement planning Social Security optimization Cross-border / expatriate tax planning Business sale tax planning Founder/Business Owner Expats Intergenerational Families
user avatar

Robert S

Series 63, Series 65

Appleton, WI

Financial Advisory Group, Inc.

General retirement planning
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David D

Series 65

Appleton, WI

Freedom Wealth LLC

General retirement planning College savings (529s, UTMA, etc.)

Sarah P

CFP®

Appleton, WI

Valkyrie Financial

"Wealth is the ability to truly experience life." -- Henry David Thoreau Helping people define their life aspirations and getting their money in line with those dreams is what LIGHTS. ME. UP. And I'm doing it while making personal finance less intimidating. It is the reason I became a CERTIFIED FINANCIAL PLANNER™ professional. After 10 years working in personal finance I decided I had had enough of the "old" model where middle-aged white guys in suits help already wealthy people get more wealthy. I focus on empowering people born in the '80's and '90's to take control of their financial lives. Instead of doing a long, deep, mind-numbing presentation where I talk at my clients, I prefer to work in short and consistent bursts so we will actually make progress and show you this stuff doesn't have to be so hard. If money is a tool you aren't really sure how to use, I encourage you to reach out to me. I want to develop a long-term relationship to understand your unique past, present and future to craft recommendations fit for you. Let's find your wealth, together. In my spare time, you can find me passionately advocating for women's rights - I currently hold a seat on the board of the Women's Fund for the Fox Valley Region - and burning off my extra energy through kickboxing, strength training, running, and/or cross-country skiing. All this activity is necessary because I bake the best cakes and cheesecakes; ask nicely and I might share a piece! Read Sarah's blog here: https://valkyriefinancial.wordpress.com/blog/

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance Women Professionals Single Women Gen Y/Millennials (Born 1980-1995)
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Chad N

CFP®, Series 66

Appleton, WI

Conceptual Financial Advisors, LLC

General retirement planning Wealth management College savings (529s, UTMA, etc.) Cash flow / budgeting
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