Aubrey Clark, Financial Advisor located in Appleton, WI

Financial Advisor
Aubrey A Clark

CFP®, ABFP®, AAMS®
161 S Riverheath Way, Suite 2400, Appleton, WI 54915opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Inheritance Guidance
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ABFP®

    Accredited Behavioral Finance Professional™

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Basketball
  • Running
  • Traveling
  • Hiking
  • Active Lifestyle

Team Members

  • Christine Giroux
    Sr. Branch Office Administrator
  • Michael Mally
    Branch Office Administrator
  • Amanda Thurston
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(920) 416-8941

Fax

(833) 277-6888

Office Address

161 S Riverheath Way
Suite 2400
Appleton, WI 54915opens in a new window

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