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Financial Planners in Menasha, WI: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Menasha: Avaii Wealth Management, RFA Score 77/100; 5.0★ from 111 Google reviews.

  2. 2

    Most-reviewed: McGlone Suttner Wealth Management, 72 Google reviews at 5.0★, the most of 63 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

63 Menasha financial planners are ranked here by RFA Score, from eight published factors. 5 open Saturdays, based on posted hours. The median Google rating is 4.5★ across 63 rated firms.

Top 10 financial planners in Menasha 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 Menasha at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Avaii Wealth Management775.0★ (111)Appleton, 6 mi away—Top score
2McGlone Suttner Wealth Management755.0★ (72)Appleton, 8 mi away—Most reviews
3Maria Veeser - COUNTRY Financial Representative714.9★ (17)Neenah, 2 mi away——
4Endowment Wealth Management, Inc.714.8★ (22)Appleton, 5 mi away——
5Legacy Investment Services705.0★ (24)Appleton, 9 mi away——
6Duell Financial Strategies704.8★ (16)Appleton, 4 mi away——
7LakeHaus Wealth Partners695.0★ (8)Menasha——
8Winnebago Community Credit Union693.5★ (31)Neenah, 2 mi awaySat—
9Mueller Wealth695.0★ (26)Oshkosh, 17 mi away——
10Zimmer Financial Group694.8★ (13)Appleton, 6 mi away——

All 63 financial planners in Menasha, 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 Menasha

    #1 Avaii Wealth Management

    Based in Appleton, 6 mi away

    77/100RFA 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

  7. #7 LakeHaus Wealth Partners

    Based in Menasha

    69/100RFA Score

    Ranked #7 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

  9. #9 Mueller Wealth

    Based in Oshkosh, 17 mi away

    69/100RFA Score

    Ranked #9 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–Thu 6 AM–4 PM · Fri 6 AM–12 PM · Sat–Sun closed
    Address
    2390 WI-44 b1, Oshkosh, WI 54904
    View profile for Mueller Wealth(920) 267-6710

  10. #10 Zimmer Financial Group

    Based in Appleton, 6 mi away

    69/100RFA Score

    Ranked #10 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

  12. #12 BMO Bank N.A Branches

    Based in Appleton, 5 mi away

    68/100RFA Score

    Ranked #12 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

  14. #14 Associated Bank

    Based in Neenah, 1 mi away

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 3.5★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 11 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    100 W Wisconsin Ave, Neenah, WI 54956
    View profile for Associated Bank(920) 722-3321

  16. #16 Action Financial Strategies, LLC.

    Based in De Pere, 24 mi away

    67/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    1251 Scheuring Rd Ste C, De Pere, WI 54115
    View profile for Action Financial Strategies, LLC.

  18. #18 Winch Financial

    Based in Appleton, 5 mi away

    67/100RFA Score

    Ranked #18 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

  22. #22 Nicolet National Bank

    Based in Menasha

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.4★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 5 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    320 Racine St, Menasha, WI 54952
    View profile for Nicolet National Bank(920) 729-6902

  24. #24 THRIVENT

    Based in Appleton, 8 mi away

    66/100RFA Score

    Ranked #24 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

  25. #25 BMO Bank N.A Branches

    Based in Appleton, 5 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.9★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 7 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    221 W College Ave, Appleton, WI 54911
    View profile for BMO Bank N.A Branches(920) 738-3800

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 63 ranked financial planners here; the rest are on their profiles.

financial planners in Menasha, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Cornerstone Financial Group664.4★ (7)6 mi
27Associated Bank664.5★ (4)1 mi
28Associated Bank663.1★ (27)6 mi
29KerberRose663.9★ (11)8 mi
30Marketplace Financial Group, LLC665.0★ (4)3 mi
31Modern Woodmen of America Regional Office664.2★ (5)4 mi
32Associated Bank663.6★ (18)10 mi
33James Heath - Thrivent665.0★ (3)2 mi
34Behnke Financial, LLC665.0★ (10)14 mi
35Tower View Wealth Management LLC664.6★ (11)14 mi
36VandenBoom Verstegen Wealth Management665.0★ (5)7 mi
37Witz Financial654.0★ (4)4 mi
38MERIDIAN WEALTH + RETIREMENT655.0★ (4)6 mi
39CLA (CliftonLarsonAllen)653.4★ (5)5 mi
40Elluvium Financial655.0★ (4)7 mi
41Northwestern Mutual654.2★ (6)8 mi
42Associated Bank653.6★ (18)14 mi
43Fortifi Bank654.3★ (10)14 mi
44Watermark Financial Services Inc655.0★ (59)5 mi
45Bankers Life653.9★ (14)15 mi
46The Retirement Advantage, Inc.652.6★ (5)4 mi
47KerberRose654.3★ (9)14 mi
48Mueller Wealth655.0★ (4)9 mi
49Valley Financial Group653.7★ (3)4 mi
50Associated Bank643.1★ (14)12 mi

Also serving Menasha

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 Menasha
BusinessGoogle ratingDistance
Cody Johnson - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)4 mi
Conceptual Financial Advisors, LLC5.0★ (2)5 mi
Dylan Seubert - NorthRock Partners Advisor5.0★ (2)5 mi
Edward Jones - Financial Advisor: Brian P Asendorf, AAMS®5.0★ (2)In Menasha
Edward Jones InvestmentsIn Menasha
Financial Wellness Partners: Cindi FoxIn Menasha
Fraley Financial Coaching LLC5.0★ (1)In Menasha
Heart of the Valley Wealth Advisors - ThriventIn Menasha
Ian Sorenson - Thrivent5.0★ (1)In Menasha
Ironclad SolutionsIn Menasha
Justin Sonnentag - ThriventIn Menasha
Lyle Glen Jr Hanson: Primerica - Financial ServicesIn Menasha
NorthRock Partners - Appleton5.0★ (2)5 mi
Provisions Wealth Planners5.0★ (2)5 mi
RBC Wealth Management Branch - Appleton5.0★ (2)5 mi
Ted Suess, Financial Services Professional - New York Life5.0★ (1)In Menasha
Thrivent Financial5.0★ (1)In Menasha
Troy Beck - ThriventIn Menasha
Wealth Enhancement Group5.0★ (2)4 mi
WealthAbundance Wealth ManagementIn Menasha

How we ranked Menasha financial planners

We scored 63 Menasha 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 Menasha 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 Menasha: frequently asked questions

Which financial planner has the highest RFA Score in Menasha?

By RFA Score, the highest-ranked financial planner in Menasha, WI is Avaii Wealth Management with an RFA Score of 77/100. It has 5.0★ from 111 Google reviews. McGlone Suttner Wealth Management (#2) and Maria Veeser - COUNTRY Financial Representative (#3) follow. We ranked 63 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Menasha?

RankedFinancialAdvisors ranks 63 financial planners serving Menasha, WI. 2 of them are based in Menasha; 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 Menasha work on weekends?

5 of 63 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Winnebago Community Credit Union (#8) and Winnebago Community Credit Union (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Menasha financial planners have?

The median Google rating among 63 rated financial planners in Menasha is 4.5★, 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 Menasha count in this ranking?

Yes, if they are within 25 mi of the Menasha 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 Menasha 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 Menasha 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 Menasha

  1. November 2026: RFA Scores recalculated for 63 financial planners serving Menasha.

More financial planners and Menasha pages