WD
William J. Degeneffe
APPLETON INVESTMENT MANAGEMENT
MENASHA, WI 54952
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CRD#: 1275208
WD
Professional summary
William Joseph Degeneffe is a registered financial advisor currently at APPLETON INVESTMENT MANAGEMENT INC. located in Menasha, Wisconsin.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. William has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
PRESIDENT, DIRECTOR, AND 50% OWNER OF KELLETT
PROFESSIONAL CENTRE INC. (OWNS TWO-STORY OFFICE BUILDING IN NEENAH, WI). REAL-ESTATE INVESTMENT THAT I MANAGE; TIME COMMITMENT IS USUALLY A FEW PROFESSIONAL HOURS PER WEEK.
MANAGING MEMBER AND 50% OWNER OF PALISADES COMMERCIAL PROPERTY LLC. (OWNS A 3000 SF OFFICE BUILDING AND 32000 SF WAREHOUSE AT
882 VALLEY ROAD, MENASHA, WI). REAL ESTATE
INVESTMENT THAT I MANAGE; A FEW HOURS OF PROFESSIONAL TIME EACH WEEK IS DEDICATED TO
THIS PROPERTY.
PRESIDENT AND 50% OWNER OF PALISADES PROPERTIES INC. (OWNS ABOUT 12 ACRES OF UNDEVELOPED LAND AT 882 VALLEY ROAD, MENASHA, WI). TIME COMMITMENT HAS BEEN
MINIMAL FOR THIS LAND INVESTMENT.
CRS (Client Relationship Summary) - RIA
Click below to view William Joseph Degeneffe's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 27, 1995 - Present
APPLETON INVESTMENT MANAGEMENT INC.
Office #1: 882a Valley Road, Menasha, WI 54952RIA
CRD#: 113576
MENASHA, WI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Wisconsin(6/27/1995)
Exams
Current Firm
AI
APPLETON INVESTMENT MANAGEMENT INC.
APPLETON INVESTMENT MANAGEMENT INC. | FOX INVESTORS INC.
CRD#: 113576 / SEC#:
Wisconsin
Registered Investment Advisory firm - (1/8/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
209 Emily Way, Hortonville, WI 54944
Mailing Address
882a Valley Road, Menasha, WI 54952
Phone number
(920) 540-1297
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 1,070,000 |
Red Flags
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Company Information
APPLETON INVESTMENT MANAGEMENT INC.
CRD#: 113576Menasha, WI 54952TRUST BUT VERIFY
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