Asc Wealth & Retirement Advisors LLC

Asc Wealth & Retirement Advisors LLC (CRD# 220516) is a financial advisory firm headquartered in Appleton, WI. They manage $110,902,805 in 523 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    523
    ACCOUNTS
  • Average Account Value
    $212,051
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
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.

MI, TX, WI

Financial Advisors at Asc Wealth & Retirement Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Matthew R. Krenke
CRD#: 5199146
5583 Waterford Lane, Suite A, Appleton, WI 54913
96
Wealthminder
score

Matthew Krenke (CRD# 5199146) is an Investment Advisor Representative working at Asc Wealth & Retirement Advisors LLC in Appleton, WI and has over 10 years of experience in the finance industry.

2
James R. Allan
CRD#: 1189422
5583 Waterford Lane, Suite A, Appleton, WI 54913
93
Wealthminder
score

James Allan (CRD# 1189422) is an Investment Advisor Representative working at Asc Wealth & Retirement Advisors LLC in Appleton, WI and has over 33 years of experience in the finance industry.

3
Nathan D. Schleicher
CRD#: 4534784
5583 Waterford Lane, Suite A, Appleton, WI 54913
93
Wealthminder
score

Nathan Schleicher (CRD# 4534784) is an Investment Advisor Representative working at Asc Wealth & Retirement Advisors LLC in Appleton, WI and has over 14 years of experience in the finance industry.

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