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THE APPLETON GROUP, LLC
THE APPLETON GROUP, LLC
APPLETON, Wisconsin
·
6 registered advisors
·
CRD# 119209
SEC# 801-62598
0
920/993-7727
01
Firm Overview
AUM
$194M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at THE APPLETON GROUP, LLC
6 registered advisors
Andrew David Ogilvie
APPLETON, Wisconsin
CRD# 4913194
David Andrew Ogilvie
APPLETON, Wisconsin
CRD# 4913212
Diane O Schneider
APPLETON, Wisconsin
CRD# 5285073
Karen Marie Anderson
APPLETON, Wisconsin
CRD# 4262157
Larry L Heller
APPLETON, Wisconsin
CRD# 5285079
Mark Christopher Scheffler
APPLETON, Wisconsin
CRD# 2691549
05
Office Locations
APPLETON, Wisconsin
6 advisors
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Data sourced from SEC Form ADV filings. THE APPLETON GROUP, LLC (CRD# 119209) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.