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LPL FinancialFinancial advisor in Appleton, WI

LPL Financial is a financial advisor at 100 W Lawrence St Unit 304, Appleton, WI 54911, ranked #47 of 85 financial planners in Appleton and rated 2.3 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Appleton, WIUpdated 0 paid placements in any rankingHow we rank

Call (920) 731-9293Website ↗

Key facts

Key facts about LPL Financial
Address100 W Lawrence St Unit 304, Appleton, WI 54911Get directions
Phone(920) 731-9293
Websiteprovisionswealthplanners.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating2.3 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Appleton and 8 towns within 25 miles: Menasha, Little Chute, Neenah, Kaukauna, Oshkosh, De Pere, Ashwaubenon and Allouez.

Based in Appleton, WIView on map

Opening hours

Opening hours for LPL Financial
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about LPL Financial

How is LPL Financial ranked in Appleton?

LPL Financial is ranked #47 of 85 financial planners in Appleton by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are LPL Financial’s hours?

LPL Financial is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does LPL Financial serve?

Serves Appleton and 8 towns within 25 miles: Menasha, Little Chute, Neenah, Kaukauna, Oshkosh, De Pere, Ashwaubenon and Allouez. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about LPL Financial?

LPL Financial has a rating of 2.3 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact LPL Financial?

Call LPL Financial on (920) 731-9293. The business is at 100 W Lawrence St Unit 304, Appleton, WI 54911. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

LPL Financial compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
LPL Financial (this business)—652.3 (3)NoNo
Winnebago Community Credit Union#45663.9 (32)YesNo19.0 mi
Nicolet National Bank#46663.4 (5)NoNo4.3 mi
Associated Bank#48654.5 (4)——5.9 mi

See all 85 ranked financial planners in Appleton