Showing results near Oshkosh
We don't have financial advisors listed specifically in Oshkosh yet — these top-rated pros from Appleton serve your area and are available for calls and quotes today.
Real Reviews · Oshkosh
Top-Reviewed Financial Advisors in Oshkosh, WI
What are customers actually saying? Read verified reviews for financial advisors in Oshkosh — every rating is from a real customer.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Oshkosh, WI by verified customer ratings and review volume. The highest-rated is Professional Financial Management. Also in the top tier: Stonehaven Wealth & Tax Solutions, LLC. and Endowment Wealth Management, Inc.. The average rating across all listed financial advisors in Oshkosh is 4.9 stars from 15 reviews per business on average.
Financial advisors in Oshkosh typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
15
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Professional Financial Management
W6184 Aerotech Dr, Appleton, WI 54914, USA
Stonehaven Wealth & Tax Solutions, LLC.
540 S Westland Dr, Appleton, WI 54914, USA
Endowment Wealth Management, Inc.
W6272 Communication Ct, Appleton, WI 54914, USA
Financial Advisors Rankings in Oshkosh, WI
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Professional Financial ManagementW6184 Aerotech Dr, Appleton, WI 54914, USA | — | — |
| #2 | Stonehaven Wealth & Tax Solutions, LLC.540 S Westland Dr, Appleton, WI 54914, USA | 5.0★ | 1 |
| #3 | Endowment Wealth Management, Inc.W6272 Communication Ct, Appleton, WI 54914, USA | 4.3★ | 6 |
| #4 | Christopher Crotty - Private Wealth Advisor, Ameriprise Financial Services, LLCW6228 Communication Ct, Appleton, WI 54914, USA | 5.0★ | 2 |
| #5 | Wealth Enhancement Group4321 W College Ave #200, Appleton, WI 54914, USA | — | — |
| #6 | Knuth Financial Life Planning425 W Water St Suite 110, Appleton, WI 54911, USA | 5.0★ | 5 |
| #7 | Watermark Financial Services Inc2555 E Calumet St, Appleton, WI 54915, USA | 5.0★ | 45 |
| #8 | Conceptual Financial Advisors, LLC2561 E Calumet St, Appleton, WI 54915, USA | 5.0★ | 2 |
| #9 | Provisions Wealth Planners100 W Lawrence St UNIT 304, Appleton, WI 54911, USA | 5.0★ | 2 |
| #10 | Kevin E. Rust, Evolution Wealth Management Inc.100 W Lawrence St Ste 419, Appleton, WI 54911, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Oshkosh
Christopher Crotty - Private Wealth Advisor, Ameriprise Financial Services, LLC
W6228 Communication Ct, Appleton, WI 54914, USA
Wealth Enhancement Group
4321 W College Ave #200, Appleton, WI 54914, USA
Knuth Financial Life Planning
425 W Water St Suite 110, Appleton, WI 54911, USA
Watermark Financial Services Inc
2555 E Calumet St, Appleton, WI 54915, USA
Conceptual Financial Advisors, LLC
2561 E Calumet St, Appleton, WI 54915, USA
Provisions Wealth Planners
100 W Lawrence St UNIT 304, Appleton, WI 54911, USA
Kevin E. Rust, Evolution Wealth Management Inc.
100 W Lawrence St Ste 419, Appleton, WI 54911, USA
Avaii Wealth Management
2101 N Casaloma Dr, Appleton, WI 54913, USA
Edward Jones - Financial Advisor: Jeffrey B Scott, AAMS®
161 Riverheath Way Suite 2400, Appleton, WI 54915, USA
Weyenberg Financial LLC
N 120 Main St Suite B, Appleton, WI 54915, USA
Winch Financial
424 E Wisconsin Ave, Appleton, WI 54911, USA
Wisconsin Financial Wealth Management - Trevor Pfrang & Jim Beining
831 W Northland Ave, Appleton, WI 54914, USA
Cornerstone Financial Group
158 E Northland Ave, Appleton, WI 54911, USA
Threshold Financial Partners - Ameriprise Financial Services, LLC
2212 E Evergreen Dr, Appleton, WI 54913, USA
Investment Designers, Inc
4311 N Lightning Dr # 2, Appleton, WI 54913, USA
McGlone Suttner Wealth Management
3501 E Evergreen Dr Suite A, Appleton, WI 54913, USA
Legacy Investment Services
5107 N Ballard Rd Suite 200, Appleton, WI 54913, USA
Get Free Quotes
We'll connect you with the top financial advisors in Oshkosh, WI.
Frequently Asked Questions — Financial Advisors in Oshkosh
What is a fiduciary financial advisor and why does it matter in Oshkosh?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Oshkosh, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Oshkosh?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
More Home Services in Oshkosh
Related Searches
More ways to find financial advisors in Oshkosh