The Appleton Group

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

100 W Lawrence St Fl 3, Appleton, Wiscon...

Phone Number

(920) 993-7727

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
2
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About The Appleton Group

Appleton Group Wealth Management is an independent, fee-only registered investment advisor located in Appleton, Wisconsin. With assets under management of more than $141 million, Appleton Group offers expert investment management, corporate 401(k) advisory and investment research services. Appleton Group is a past recipient of the Fox Valley Chamber of Commerces Small Business of the Year Award (2010), inaugural Innovation Award (2012), and Rising Star (2006).Explore more
The Appleton Group's Social MediaPopular SearchesThe Appleton Group LLCAppleton GroupAppleton Group LLCAppleton Grp LLCAppleton - Egs ElectricalSIC Code 62,628NAICS Code 52,523Show more

The Appleton Group Org Chart

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To Private Clients & Retirement Plans Advisor

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Account Manager

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JM
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Account Manager

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Private Client Advisor and Advisor To Employe...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Appleton Group

<$5M
1-10
Private
-
2002
WH
Wendy HoeftTo Private Clients & Retirement Plans Advisor
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
<$5M
1-10
Private
-
2009
RF
Rand FoltaPortfolio Manager
<$5M
1-10
Private
-
2000
JT
Jennifer ThigpenChief Compliance Officer & Senior Client Associate
<$5M
1-10
Private
-
2004
CS
Colbie StephensClient Service Associate
<$5M
1-10
Private
-
1997
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Appleton Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Appleton Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Appleton Group.

The Appleton Group Tech Stack

A closer look at the technologies used by The Appleton Group

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Frequently Asked Questions Regarding The Appleton Group

What is The Appleton Group's official website?
The Appleton Group's official website is www.appletongrouponline.com
What is The Appleton Group's Revenue?
The Appleton Group's revenue is <$5 Million
What is The Appleton Group's SIC code?
The Appleton Group's SIC: 62,628
What is The Appleton Group's NAICS code?
The Appleton Group's NAICS: 52,523
How many employees does The Appleton Group have?
The Appleton Group has 1-10 employees
What industry does The Appleton Group belong to?
The Appleton Group is in the industry of: Finance, Securities Trading
What is The Appleton Group competition?
The Appleton Group top competitors include: The Normann Financial Group, MoonDance Investment Advisors, LLC, Eppolito Financial Strategies, Shorepoint Capital Partners
What companies has The Appleton Group acquired?
The Appleton Group has acquired the companies: The Appleton Group, Holly Johnson Financial Services, Monterey Benefits
What technology does The Appleton Group use?
Some of the popular technologies that The Appleton Group uses are: SEDO Parking, WordPress.org, PHP, Proofpoint
How do I contact The Appleton Group?
The Appleton Group contact info: Phone number: (920) 993-7727 Website: www.appletongrouponline.com
What does The Appleton Group do?

Appleton Group Wealth Management is an independent, fee-only registered investment advisor located in Appleton, Wisconsin. With assets under management of more than $141 million, Appleton Group offers expert investment management, corporate 401(k) advisory and investment research services. Appleton Group is a past recipient of the Fox Valley Chambe... r of Commerces Small Business of the Year Award (2010), inaugural Innovation Award (2012), and Rising Star (2006).Read More

What are The Appleton Group social media links?
The Appleton Group Linkedin page The Appleton Group Twitter page
Is The Appleton Group a public company?
The Appleton Group is private company therefore does not currently have an official ticker symbol
See more information about The Appleton Group

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