Samantha
Kolb
The Appleton Group, LLC
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About this Advisor
Samantha Kolb is a financial advisor who works in Appleton, Wisconsin with a total of 1 year of industry experience. Kolb currently works for The Appleton Group, LLC. Their career trajectory has included roles at The Appleton Group LLC, Fox Valley Dental, Valley Eye Associates, The Bridal Event, St Norbert College, Neenah High School and State Of Wi Unemployment. Kolb holds a Series 65 license, designating them as an investment advisor representative, and is approved to work in Illinois and Wisconsin. The Appleton Group, LLC is a financial advisory business that has its headquarters in Appleton, WI. It manages $194 million in assets under management between its 242 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 242 accounts, 15% are held by high-net-worth clients who have more than $1 million in investable assets. The Appleton Group, LLC performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. A financial advisor's fee schedules typically vary depending on the type of financial services provided. Fee types charged by The Appleton Group, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Appleton Group, LLC Brokerage Details
$194,061,100
7
242
$801,905
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Samantha Kolb Work History
Samantha has been registered as a financial advisor for 1 years.*
The Appleton Group LLC
State Of Wi Unemployment
Fox Valley Dental
Valley Eye Associates
The Bridal Event
St Norbert College
Neenah High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Samantha Kolb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Appleton Group, LLC
Appleton, WI
Appleton, WI
Appleton, WI
Appleton, WI
Appleton, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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