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Green Bay and Appleton Area (Northeast Wisconsin)

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LOCAL EXPERTISE. ALL IN-HOUSE

About Creative Planning

Ranked #1 Independent Advisory Firm,* Creative Planning provides comprehensive, customized wealth management services. Meet with our wealth managers in Northeast Wisconsin Area to learn how we are fiercely committed to helping you achieve your financial goals and enjoy a richer way to wealth.

*Barron’s 2017
Important disclaimer information

Services Offered

  • Comprehensive Wealth Management
  • Investment Management
  • Tax Preparation & Planning
  • Trusts & Estate Planning
  • Financial Planning
  • Retirement Planning
  • Insurance
  • International Services

All services

Meet Your Team

All JOB ROLES
All JOB ROLES
Wealth Manager
Financial Planner
Tax
Legal
Operations
  • ...
    Kimberly DeWane, MBA, CFP®
    Wealth Manager
  • ...
    Jake Harmsen, CFP®, CPA, AEP®
    Wealth Manager, Partner
  • ...
    Benjamin Hayes, MBA, CFP®
    Wealth Manager, Partner
  • ...
    Allison Moeschberger, CFP®
    Wealth Manager
  • ...
    Madeline Neumeier, CFP®
    Wealth Manager
  • Samantha Fitzgerald
    Financial Planner
  • Wes Gallenberger, CFP®
    Financial Planner
  • Quincy Gerrits, CFP®
    Financial Planner
  • Alexa Schulze
    Financial Planner
  • Charlie Tocco, CPA
    Tax
  • Candace Varner, CPA
    Tax, Partner
  • Carly Olson, JD
    Legal
  • Daniel Sprout, JD
    Legal, Partner
  • Jennifer Haynie
    Operations
Load More

Get on the path to a more comprehensive, personalized approach to your wealth..

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Once we receive your inquiry, a team member will be in touch to set up your free, no obligation consultation within one business day.

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About CREATIVE PLANNING

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Locations

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

OVER

$210

BILLION

Combined assets under management & advisement as of December 31, 2022