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Financial Planners in Kaukauna, WI: 2026 rankings

102 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Kaukauna: Avaii Wealth Management, RFA Score 76/100; 5.0★ from 111 Google reviews.

  2. 2

    Most-reviewed: McGlone Suttner Wealth Management, 72 Google reviews at 5.0★, the most of 102 ranked after Avaii Wealth Management; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

102 Kaukauna financial planners are ranked here by RFA Score, from eight published factors. 9 open Saturdays, based on posted hours. The median Google rating is 4.3★ across 102 rated firms.

Top 10 financial planners in Kaukauna at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Kaukauna at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Avaii Wealth Management765.0★ (111)Appleton, 10 mi awayTop score
2McGlone Suttner Wealth Management755.0★ (72)Appleton, 5 mi awayMost reviews
3Legacy Investment Services715.0★ (24)Appleton, 6 mi away—
4Laura Mossakowski, LLC715.0★ (61)Green Bay, 20 mi away—
5Heritage Financial705.0★ (49)Green Bay, 19 mi away—
6Action Financial Strategies, LLC.695.0★ (29)De Pere, 14 mi away—
7Zimmer Financial Group694.8★ (13)Appleton, 4 mi away—
8Endowment Wealth Management, Inc.684.8★ (22)Appleton, 12 mi away—
9Associated Bank683.6★ (18)Kaukauna—
10Fortress Financial Group - Ameriprise Financial Services, LLC685.0★ (26)Green Bay, 17 mi away—

All 102 financial planners in Kaukauna, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Kaukauna

    #1 Avaii Wealth Management

    Based in Appleton, 10 mi away

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 111 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 111 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    2101 N Casaloma Dr, Appleton, WI 54913
    View profile for Avaii Wealth Management(920) 214-1212

  4. #4 Laura Mossakowski, LLC

    Based in Green Bay, 20 mi away

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 61 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2555 Continental Ct #4, Green Bay, WI 54311
    View profile for Laura Mossakowski, LLC(920) 321-0327

  5. #5 Heritage Financial

    Based in Green Bay, 19 mi away

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 49 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    2021 S Webster Ave, Green Bay, WI 54301
    View profile for Heritage Financial(920) 435-8436

  7. #7 Zimmer Financial Group

    Based in Appleton, 4 mi away

    69/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.8★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 13 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    717 Eisenhower Dr, Kimberly, WI 54136
    View profile for Zimmer Financial Group(920) 739-9244

  9. #9 Associated Bank

    Based in Kaukauna

    68/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 3.6★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 18 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    205 E 4th St, Kaukauna, WI 54130
    View profile for Associated Bank(920) 766-8160

  10. #10 Fortress Financial Group - Ameriprise Financial Services, LLC

    Based in Green Bay, 17 mi away

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed 8:30 AM–6 PM · Thu 8:30 AM–5 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    2740 S Oneida St Ste A, Green Bay, WI 54304
    View profile for Fortress Financial Group - Ameriprise Financial Services, LLC(920) 499-9400

  15. #15 BMO Bank N.A Branches

    Based in Appleton, 6 mi away

    67/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.6★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    402 E Wisconsin Ave, Appleton, WI 54911
    View profile for BMO Bank N.A Branches(920) 733-4983

  17. #17 KerberRose

    Based in Appleton, 5 mi away

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.9★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 11 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri–Sun closed
    Address
    4211 N Lightning Dr Ste a, Appleton, WI 54913
    View profile for KerberRose(920) 993-0105

  19. #19 Winch Financial

    Based in Appleton, 6 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Address
    424 E Wisconsin Ave, Appleton, WI 54911
    View profile for Winch Financial(920) 739-8577

  20. #20 THRIVENT

    Based in Appleton, 6 mi away

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.6★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 14 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat–Sun closed
    Address
    4321 N Ballard Rd, Appleton, WI 54919
    View profile for THRIVENT(800) 847-4836

  24. #24 LakeHaus Wealth Partners

    Based in Menasha, 10 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon 7:30 AM–3:30 PM · Tue 7:30 AM–5 PM · Wed 7:30 AM–3:30 PM · Thu–Sun closed
    Address
    617 Appleton Rd, Menasha, WI 54952
    View profile for LakeHaus Wealth Partners(920) 372-5253

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 102 ranked financial planners here; the rest are on their profiles.

financial planners in Kaukauna, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Winnebago Community Credit Union663.5★ (31)12 mi
27Beau Oehlke - COUNTRY Financial Representative665.0★ (8)11 mi
28Associated Bank653.1★ (27)7 mi
29Northwestern Mutual654.2★ (6)6 mi
30MERIDIAN WEALTH + RETIREMENT655.0★ (4)4 mi
31Secure Retirement Solutions654.7★ (17)19 mi
32Knuth Financial Life Planning655.0★ (5)7 mi
33BMO Bank N.A Branches653.9★ (7)7 mi
34Kadletz Wealth Management, LLC655.0★ (10)15 mi
35Nancy Van Gomple - COUNTRY Financial Representative655.0★ (7)11 mi
36Kathy Parker - COUNTRY Financial Representative654.1★ (14)14 mi
37Mueller Wealth655.0★ (4)7 mi
38Watermark Financial Services Inc645.0★ (59)5 mi
39Vincent Urban Walker and Associates Insurance644.6★ (16)21 mi
40Associated Bank643.5★ (11)11 mi
41Annex Wealth Management, Appleton Branch643.3★ (4)5 mi
42Bernicke Wealth Management645.0★ (7)15 mi
43CLA (CliftonLarsonAllen)643.4★ (5)7 mi
44KOM Wealth Management Group643.7★ (3)4 mi
45Northwestern Mutual643.7★ (15)16 mi
46Nicolet National Bank644.5★ (12)19 mi
47Associated Bank644.1★ (16)19 mi
48Modern Woodmen of America Regional Office644.2★ (5)10 mi
49Nicolet National Bank643.5★ (54)21 mi
50KerberRose644.1★ (18)21 mi

Also serving Kaukauna

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Kaukauna
BusinessGoogle ratingDistance
Cody Johnson - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)9 mi
Conceptual Financial Advisors, LLC5.0★ (2)5 mi
Core Financial Resource5.0★ (1)In Kaukauna
Dvorak Wealth ManagementIn Kaukauna
Edward Jones - Financial Advisor: Gabriel B Koch5.0★ (2)In Kaukauna
Edward Jones - Financial Advisor: Jason Berry, CFP®In Kaukauna
Edward Jones - Financial Advisor: Jeff Koch5.0★ (2)In Kaukauna
Edward Jones - Financial Advisor: Kristin M Zahringer, CFP®In Kaukauna
Edward Jones - Financial Advisor: Melissa Hartzheim, CEPA®|AAMS®In Kaukauna
Edward Jones - Financial Advisor: Ryan PomereningIn Kaukauna
Edward Jones - Financial Advisor: Tricia L Oltmann5.0★ (2)In Kaukauna
Exclusive Investments, LLCIn Kaukauna
Investment Designers, Inc5.0★ (2)5 mi
Planning Concepts Inc5.0★ (2)5 mi
Provisions Wealth Planners5.0★ (2)7 mi
Threshold Financial Partners - Ameriprise Financial Services, LLC5.0★ (2)5 mi
Valley Investment SolutionsIn Kaukauna
Van Hoof Investments, Inc.In Kaukauna
Wealth Enhancement Group5.0★ (2)10 mi
Ziegler Wealth Management3.0★ (2)5 mi

How we ranked Kaukauna financial planners

We scored 102 Kaukauna financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Kaukauna data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Kaukauna: frequently asked questions

Which financial planner has the highest RFA Score in Kaukauna?

By RFA Score, the highest-ranked financial planner in Kaukauna, WI is Avaii Wealth Management with an RFA Score of 76/100. It has 5.0★ from 111 Google reviews. McGlone Suttner Wealth Management (#2) and Legacy Investment Services (#3) follow. We ranked 102 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Kaukauna?

RankedFinancialAdvisors ranks 102 financial planners serving Kaukauna, WI. 1 of them is based in Kaukauna; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Kaukauna work on weekends?

9 of 102 ranked financial planners post Saturday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Kaukauna financial planners have?

The median Google rating among 102 rated financial planners in Kaukauna is 4.3★, with a median of 9 reviews. Avaii Wealth Management has the most, 111 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Kaukauna count in this ranking?

Yes, if they are within 25 mi of the Kaukauna city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Kaukauna ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Kaukauna a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Kaukauna

  1. November 2026: RFA Scores recalculated for 102 financial planners serving Kaukauna.

More financial planners and Kaukauna pages