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Advisors near 54914
Out of 400,000+ nationwide
Robert M
CFP®, Series 63
Hortonville, WI
Financial Services of Northeast Wisconsin, Inc.
Ronald K
CFP®, Series 63, Series 66
Appleton, WI
Kolash Wealth Strategies, LLC
Nathan S
Series 63
Appleton, WI
ASC 401(k) Management
Robert S
Series 63, Series 65
Appleton, WI
Financial Advisory Group, Inc.
Chadwick O
CFP®, Series 66
Appleton, WI
Denarius Wealth Management
David D
Series 65
Appleton, WI
Freedom Wealth LLC
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 PLANNERâ„¢ 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/
Chad N
CFP®, Series 66
Appleton, WI
Conceptual Financial Advisors, LLC
Mark V
CFP®, Series 63
Appleton, WI
Professional Financial Management, Inc.
Julie H
CFP®
Appleton, WI
Cornerstone Financial Consulting, LLC
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Advisors near 54914
Out of 400,000+ nationwide