#1 Collar Capital Management, LLC
COLLAR CAPITAL MANAGEMENT, LLC
Based in Appleton, WI
Call (920) 830-1556 · WebsiteRetirement Plan Advisors in Appleton, WI
The top-ranked retirement plan advisors serving Appleton, WI are Collar Capital Management, LLC, Conceptual Financial Advisors, LLC and Gateway Wealth Partners, LLC. We list 10 retirement plan advisors serving Appleton, WI. 10 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Appleton, WI (Outagamie County). 10 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Appleton
#2 Conceptual Financial Advisors, LLC
CONCEPTUAL FINANCIAL ADVISORS, LLCBased in Appleton, WICall (920) 731-9500 · Website#3 Gateway Wealth Partners, LLC
GATEWAY WEALTH PARTNERS, LLCBased in Appleton, WICall (920) 731-9293 · Website#4 Cornerstone Financial Group
CORNERSTONE ENTERPRISES, LLCServes this area from WICall (920) 832-3821 · Website#5 Mcglone Suttner Wealth Management, Inc.
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.Serves this area from WICall (920) 882-5299 · Website#6 Endowment Wealth Management, Inc.
ENDOWMENT WEALTH MANAGEMENT, INC.Serves this area from Greenville, WI (6 mi)Call (920) 785-6010 · Website#7 Etf Model Solutions, LLC
ETF MODEL SOLUTIONS, LLCServes this area from Greenville, WI (6 mi)Call (920) 785-6010 · Website#8 Iron Horse Asset Management LLC
IRON HORSE ASSET MANAGEMENT LLCServes this area from Neenah, WI (8 mi)Call (920) 944-5480#9 Windward Wealth Strategies, Inc.
WINDWARD WEALTH STRATEGIES, INC.Serves this area from Oshkosh, WI (23 mi)Call (920) 230-2215 · Website#10 Packerland Brokerage Services, Inc.
PACKERLAND BROKERAGE SERVICES, INC.Serves this area from Howard, WI (24 mi)Call (920) 662-9500 · Website
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Frequently asked questions
How many retirement plan advisors serve Appleton?
We list 10 retirement plan advisors serving Appleton, WI: 3 based there and 7 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Appleton?
The top-ranked retirement plan advisors serving Appleton, WI are Collar Capital Management, LLC, Conceptual Financial Advisors, LLC, Gateway Wealth Partners, LLC, Cornerstone Financial Group and Mcglone Suttner Wealth Management, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Appleton are verified against official records?
10 of the top 10 match an active official record: Collar Capital Management, LLC (U.S. Securities and Exchange Commission), Conceptual Financial Advisors, LLC (U.S. Securities and Exchange Commission), Gateway Wealth Partners, LLC (U.S. Securities and Exchange Commission), Cornerstone Financial Group (U.S. Securities and Exchange Commission) and Mcglone Suttner Wealth Management, Inc. (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .