Be advised. This firm is no longer registered.

The Appleton Group, LLC

The Appleton Group, LLC (CRD# 119209) is a financial advisory firm headquartered in Appleton, WI. They manage $194,061,100 in 242 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
100 W. Lawrence St, Suite 306, Appleton, WI 54911
http://www.appletongrouponline.com
By the Numbers
  • Total Assets Under Management
    194
    MILLION
  • Total Number of Accounts
    242
    ACCOUNTS
  • Average Account Value
    $801,905
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, WI

Financial Advisors at The Appleton Group, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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