FINANCIAL ADVISORY GROUP, INC.

FINANCIAL ADVISORY GROUP, INC. of APPLETON, WI is an SEC-registered investment adviser (CRD 337686). Regulatory assets under management: $4.2M.

Registration

• CRD: 337686
• Type: Registered investment adviser
• Location: 3601 COMMERCE COURT, APPLETON, WI, 54911
• Phone: 920-810-0401
• Latest filing: 2026-03-13
• Regulatory AUM: $4.2M
• Discretionary AUM: $4.2M
• Clients: 1
• Accounts: 35

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337686 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search