Shane Zillmer, Financial Advisor located in Neenah, WI

Financial Advisor
Shane Zillmer

MBA, CFP®, ChFC®
675 Deerwood Ave Suite A, Neenah, WI 54956opens in a new window
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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

Personal Interests

  • Spending Time with Family
  • Camping
  • Football
  • Chess
  • Golfing

Team Members

  • Kristi Flunker
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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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 Closed
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(920) 729-1150

Fax

(866) 462-7594

Office Address

675 Deerwood Ave Suite A
Neenah, WI 54956opens in a new window

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