Advisers in Neenah, WI

2 advisers in Neenah — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

North Star Asset Management INCOne Neenah Center, Suite 300 · Neenah, WI 54956 · (920) 729-7900 · Financial planningCRD 106489 · % of assets · $3.4 billion AUMSEC registeredNo commissions reported Schaper Benz & Wise Investment Counsel INC40 Jewelers Park Dr, Ste 200 · Neenah, WI 54956 · (920) 727-1137 · Financial planningCRD 107630 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reported

Talking to advisers in Neenah? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.