Appleton Investment Management Inc.

Appleton Investment Management Inc. (CRD# 113576) is a financial advisory firm headquartered in Menasha, WI. They manage $7,900,000 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.


Financial Advisors at Appleton Investment Management Inc.
Showing 1 - 1 of 1 top financial advisors.
William J. Degeneffe
CRD#: 1275208
882a Valley Road, Menasha, WI 54952

William Degeneffe (CRD# 1275208) is an Investment Advisor Representative working at Appleton Investment Management Inc. in Menasha, WI and has 1 year of experience in the finance industry.

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