#1Collar Capital Management, LLC
COLLAR CAPITAL MANAGEMENT, LLC
Based in Appleton, WI
Retirement Plan Advisors in Outagamie County, WI
The top-ranked retirement plan advisors serving Outagamie County, WI are Collar Capital Management, LLC, Cornerstone Financial Group and Endowment Wealth Management, Inc.. We list 10 retirement plan advisors serving Outagamie County, 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 Outagamie County, WI. 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 Outagamie County
#2Cornerstone Financial Group
CORNERSTONE ENTERPRISES, LLCBased in WI#3Endowment Wealth Management, Inc.
ENDOWMENT WEALTH MANAGEMENT, INC.Based in Greenville, WI#4Etf Model Solutions, LLC
ETF MODEL SOLUTIONS, LLCBased in Greenville, WI#5Gateway Wealth Partners, LLC
GATEWAY WEALTH PARTNERS, LLCBased in Appleton, WI#6Mcglone Suttner Wealth Management, Inc.
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.Based in WI#7Conceptual Financial Advisors, LLC
CONCEPTUAL FINANCIAL ADVISORS, LLCServes this area from Appleton, WI (13 mi)#8Iron Horse Asset Management LLC
IRON HORSE ASSET MANAGEMENT LLCServes this area from Neenah, WI (16 mi)#9Packerland Brokerage Services, Inc.
PACKERLAND BROKERAGE SERVICES, INC.Serves this area from Howard, WI (20 mi)#10Windward Wealth Strategies, Inc.
WINDWARD WEALTH STRATEGIES, INC.Serves this area from Oshkosh, WI (31 mi)
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Frequently asked questions
How many retirement plan advisors serve Outagamie County?
We list 10 retirement plan advisors serving Outagamie County, WI: 6 based there and 4 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 Outagamie County?
The top-ranked retirement plan advisors serving Outagamie County, WI are Collar Capital Management, LLC, Cornerstone Financial Group, Endowment Wealth Management, Inc., Etf Model Solutions, LLC and Gateway Wealth Partners, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Outagamie County 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), Cornerstone Financial Group (U.S. Securities and Exchange Commission), Endowment Wealth Management, Inc. (U.S. Securities and Exchange Commission), Etf Model Solutions, LLC (U.S. Securities and Exchange Commission) and Gateway Wealth Partners, LLC (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 .
Cities in Outagamie County
Communities served
Kaukauna, Greenville, Little Chute, Kimberly, Seymour, Combined Locks, Hortonville, Black Creek, Shiocton, Dale, Bear Creek, Nichols