Company Information

Get to know Appleton Group

Founded in 1999, Appleton Group, Inc. is an independent, employee-owned wealth management firm based in Wisconsin. The company operates on a fee-only basis, meaning its revenue comes directly from clients, not from commissions on financial products, aligning its interests with those of its clients. Its core services include discretionary investment management and holistic financial planning for individuals, families, and institutions, with a mission to provide objective advice and build long-term client relationships based on trust and integrity.

Industry

Financial Wealth ManagementPRIMARY
Financial Banking
Financial Other Service

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Appleton Group

N/A

Founded in

2002 (24 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.