Scheer Scott D CLU CHFC RICP

At Threshold Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Appleton, WI area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Investment Designers Inc is a Wisconsin-based financial planning company with over 30 years of experience in the financial services industry. They specialize in developing retirement plans for small businesses and creating customized financial plans for individuals and families, offering a range of services including retirement planning, tax planning, estate planning, and investment management. With a client-focused approach, Investment Designers works closely with their clients to develop customized financial plans that meet their specific goals and build towards their unique vision for the future. They prioritize customer service and communication, offering a comprehensive process that addresses all aspects of financial planning before discussing investment management. Their team of experienced financial advisors empowers individuals, families, and businesses to gain a better understanding of their finances and take control of their financial situations.Generated from the website

Thrivent Financial for Lutherans is a Fortune 500 financial services membership organization supporting approximately 2.5 million members achieve financial security. Located in Appleton, Wis., it offers an array of products and services in the areas of annuities, mutual funds, trust accounts and savings accounts. The firm also provides church and institution financing and business insurance. Thrivent Financial creates and supports national outreach programs and activities that help schools, congregations, charitable organizations and individuals in need. The Web Marketing Association has presented it the 2009 Webaward for outstanding achievement in web development and it has the financial organization also received the DALBAR Seal of Recognition.