Stephanie Kobin, Financial Advisor located in Appleton, WI

Financial Advisor
Stephanie A Kobin

CFP®, AAMS®, AWMA®
W5669 County Road KK Suite H, Appleton, WI 54915opens in a new window
Accepting New Clients
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Focus Areas

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

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • AWMA®

    Accredited Wealth Management Advisor™

Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling
  • Home Improvement
  • Horseback Riding

Team Members

  • Dana Tschirgi
    Sr. 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 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(920) 832-0744

Fax

(866) 532-8729

Office Address

W5669 County Road KK Suite H
Appleton, WI 54915opens in a new window

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