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Family Office
Financial Planning
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Institutional Advisory & OCIO
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Retirement Plans
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Financial Institutions
Business Management
Who We Serve
▾
Individuals & Families
Institutions
Advisors
Retirement Plan Sponsors
Endowments & Foundations
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▾
Our Firm
Meet the Team
Locations
ASPIRE by Wealthspire
WE by Wealthspire
Rising Gen
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Videos
In the News
Financial Dictionary
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Appleton Office
Appleton, Wisconsin
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Get in Touch
Wealthspire Appleton
2505 East Evergreen Drive, Suite A
Appleton, WI 54913
(920) 903-5688
Our Appleton Team
Kevin Kosgard
Senior Vice President
Jason Schmudlach,
QKA
®
, QPA, TGPC
Vice President
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