High-Bardon Wealth Management

Thrivent Financial Bank in Appleton, WI, is a diversified financial services organization offering advice, investments, insurance, banking, and generosity programs and solutions. Thrivent believes in helping individuals make purposeful and meaningful financial decisions, driven by a higher purpose at its core. With $179 billion in assets under management/advisement and serving 2.4 million clients, Thrivent is committed to supporting clients in achieving financial clarity and living more generous lives. The organization's unique approach prioritizes understanding each client's needs to create personalized financial plans that align with their goals. Thrivent Financial Bank takes pride in offering partnership tailored to each individual, providing ongoing investment guidance, money coaching, and personalized objective planning. Through services like Money Canvas™, clients are empowered to build healthier money habits at their own pace, aiming to free up more funds for saving, investing, or debt repayment. Generated from the website content

Provisions Wealth Planners in Appleton, WI, is home to Gateway Financial Partners, a dedicated team of financial advisors led by experienced professionals who prioritize values-based financial planning. With a focus on guiding clients through various life stages, including retirement, estate legacy planning, and special needs planning, Gateway Financial Partners offers personalized financial solutions to help individuals achieve their long-term goals. One of the key advisors at Gateway Financial Partners is Jeanann Kramer, who brings 17 years of industry experience and a passion for collaborating with clients to pursue their financial aspirations. With a background in compliance and a Bachelor of Science in Business, Math, and Accounting from UW-Stevens Point, Jeanann is committed to developing lifelong financial plans that evolve with clients' changing needs, ensuring they are well-prepared for the future.Generated from the website

Collar Capital, based in Appleton, WI, is a registered investment adviser with 42 years of experience and $113 million in assets under management as of 12/31/2023. Specializing in creating, building, and managing capital investment portfolios, Collar Capital offers personalized services tailored to individual, family, and business financial goals. With a focus on careful portfolio construction and optimized investment trading, Collar Capital provides clients with timely and relevant financial advice to navigate market trends and legislative changes. Their commitment to quality, security, and attention to detail is enhanced by their partnership with Interactive Brokers, ensuring direct access to portfolio managers and a wealth of knowledge and experience in financial planning. Generated from the website