Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Degeneffe is a financial advisor with Appleton Investment Management Inc. William is a registered Investment Advisor Representative in Wisconsin and has over 30 years of experience in the financial services industry. William provides a variety of investment advisory services to individuals and businesses. William is a well-respected financial advisor with a proven track record of success. He is committed to providing his clients with the highest level of service and expertise. William is also the president and 50% owner of Palisades Commercial Property LLC and Palisades Properties Inc., both real estate investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
01/01/2025 - Present
Appleton Investment Management Inc. (MENASHA WI)
Active
Inactive
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