Appleton

Visit Schwab's Appleton, WI branch, your local investment firm offering financial services near you.

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Address

1871 N. Casaloma Drive
Appleton, WI 54913-7980: opens in a new window

We are located a few blocks south of the Fox Cities Stadium on Casaloma Drive.

Ample free parking in attached parking lot.

Hours

Mon - Tue: 8:30 a.m. - 5:00 p.m.
Wed: 8:30 a.m. - 2:30 p.m.
Thu - Fri: 8:30 a.m. - 5:00 p.m.
Sat - Sun: Closed
Check deposits only. Accepted until 5:00 p.m.

Contacts

Branch phone: 920-225-0020
24/7 support: 800-435-4000

While appointments are suggested, we are happy to assist you at any time during business hours. After-hours meetings are available by appointment only.

Your needs, expertly handled.

Schwab Consultants have one goal: to help you reach your goals. Benefit from our expertise, and rest assured your local branch team is always available to answer questions or provide guidance on your financial strategy.

Sarah Knudson

VP - Assistant Branch Manager | CFP®, MBA

Bryan Delwiche

VP - Financial Consultant

David Dudek

VP - Financial Consultant | APMA®, CRPC®

Patrick Kerrigan

VP - Financial Consultant

Reid Molitor

VP - Financial Consultant

Timothy Wallerius

VP - Financial Consultant | CFP®

We have one focus: You.

Whether you prefer to manage your own investments or work with a Consultant, we support every financial journey and offer tailored solutions for all wealth levels. As your needs evolve, your Schwab team can grow with you—ensuring that your financial strategy stays seamless and aligns with what matters most to you and your family.

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Past performance is no guarantee of future results.

There are eligibility requirements to work with a dedicated Financial Consultant.

Talking to a Financial Consultant is complimentary, although the implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges, or expenses.

Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation, of which there are important differences, including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.

(1025-SM77)

Appleton

Location Details for Appleton

Address

Hours

Contacts