Appleton Group Wealth Management LLC
100 W. Lawrence Street, Third Floor
Appleton, Wisconsin 54911
920-993-7727
Web site: www.appletongrouponline.com
E-mail: [email protected]
Year firm founded: 2002
January 01, 2008 at 02:00 AM
Appleton Group Wealth Management LLC
100 W. Lawrence Street, Third Floor
Appleton, Wisconsin 54911
920-993-7727
Web site: www.appletongrouponline.com
E-mail: [email protected]
Year firm founded: 2002
AUM: $91 million
Number of clients: 95 families and individuals in private client group
Client minimum: $1 million
Compensation: fee-only
Education: BA in music education and music composition, Lawrence University
Previous incarnations: junior high school music teacher; broker
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