Advisors' Pride Inc.

Advisors' Pride Inc. (CRD# 170669) is a financial advisory firm headquartered in Appleton, WI. They manage $267,814,718 in 1,600 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    268
    MILLION
  • Total Number of Accounts
    1,600
    ACCOUNTS
  • Average Account Value
    $167,384
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, FL, GA, IL, IN, MI, MN, OH, TX, WI

Financial Advisors at Advisors' Pride Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Martha A. Curtis
CRD#: 2850021
1151 Oneida Street, Menasha, WI 54952
96
Wealthminder
score

Martha Curtis (CRD# 2850021) is an Investment Advisor Representative working at Advisors' Pride Inc. in Menasha, WI and has over 19 years of experience in the finance industry. Martha Curtis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mark T. Lampereur
CRD#: 5147506
1213 N. Superior St., Appleton, WI 54911
93
Wealthminder
score

Mark Lampereur (CRD# 5147506) is an Investment Advisor Representative working at Advisors' Pride Inc. in Appleton, WI and has over 10 years of experience in the finance industry.

3
Brent J. Emch
CRD#: 6194908
4742 N. 24th Street, Unit 300, Phoenix, AZ 85016
89
Wealthminder
score

Brent Emch (CRD# 6194908) is an Investment Advisor Representative working at Advisors' Pride Inc. in Phoenix, AZ and has over 3 years of experience in the finance industry.

4
Susan L. Jansen
CRD#: 2761273
1151 Oneida Street, Menasha, WI 54952
81
Wealthminder
score

Susan Jansen (CRD# 2761273) is an Investment Advisor Representative working at Advisors' Pride Inc. in Menasha, WI and has over 18 years of experience in the finance industry.

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