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Best Financial Planners in Appleton, Wisconsin

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Claimed listings first, then by BizScore. How we score

4Financial Planners scored in Appleton
44Average BizScore
56Top BizScore
0%AI Visibility 50 or higher
59Average SEO score
4.8Average Google rating (4 rated)

Top Financial Planners in Appleton

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Showing 1-4 of 4 Financial Planners listings in Appleton, WI · page 1 of 1

#1Weyenberg Financial LLC

5.0 Google rating

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W

Score breakdown

AI Visibility42
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • Appleton, Wisconsin
  • (920) 310-6508
  • weyenbergfinancial.com

Weyenberg Financial LLC is a financial planner in Appleton, WI. The firm provides estate and portfolio management services for business owners and high-net-worth individuals throughout the Fox Valley area. Their professional offerings include retirement...

Category rank by BizScore: #1 of 4 Financial Planner listings in AppletonScores updated Jun 24, 2026

#2McGlone Suttner Wealth Management of Appleton

5.0 Google rating

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McGlone Suttner Wealth Management of Appleton website

Score breakdown

AI Visibility30
AI Ready-
SEO72
Freshness-
  • Financial Planner
  • Appleton, Wisconsin
  • (920) 733-3872
  • mcglonesuttner.com

McGlone Suttner Wealth Management of Appleton is a financial planner in Appleton, WI, located at 3501 E Evergreen Dr Suite A. The firm operates as a fiduciary Registered Investment Advisory Firm specializing in comprehensive financial planning and...

Category rank by BizScore: #2 of 4 Financial Planner listings in AppletonScores updated Jul 2, 2026

#3Conceptual Financial Advisors, LLC of Appleton

5.0 Google rating

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Conceptual Financial Advisors, LLC of Appleton website

Score breakdown

AI Visibility29
AI Ready15
SEO59
Freshness-
  • Financial Planner
  • Appleton, Wisconsin
  • (920) 731-9500
  • ontrackadvisor.com
Category rank by BizScore: #3 of 4 Financial Planner listings in AppletonScores updated Oct 30, 2026

#4Cornerstone Financial Group

4.4 Google rating

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Cornerstone Financial Group website

Score breakdown

AI Visibility10
AI Ready-
SEO33
Freshness-
  • Financial Planner
  • Appleton, Wisconsin
  • (920) 832-3821
  • cfgwi.com
Category rank by BizScore: #4 of 4 Financial Planner listings in AppletonScores updated Oct 30, 2026
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What the Data Shows for Financial Planners in Appleton

0% of the 4 financial planners we measured in Appleton reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 28, compared with an average SEO score of 59.

The average Google rating across 4 rated financial planners is 4.8.

None of the 4 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 30, 2026. What each score measures: How We Score.

BizScoreAI compares 4 financial planners in Appleton, Wisconsin by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Appleton ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Appleton, Wisconsin does BizScoreAI track?

4 financial planners in Appleton currently meet the profile-quality bar for this page, with an average BizScore of 44 and a top score of 56.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 0% of measured financial planners in Appleton score 50 or higher.

Is being listed free?

Yes. Every financial planner in Appleton is listed and scored for free, and claiming a listing is free too.