financial advisor in Appleton Stephen Spence
200 North Durkee Street
Appleton, WI 54911
Your message has been sent to Stephen Spence. We look forward to being in touch.
Contact mePlease complete this form if you're interested in working with me. If you're an existing client, you can call or email me directly.
* Indicates required fields
It is my pleasure to serve the financial needs of people in the Appleton area. My experience in the financial industry started in 1996 and I became a financial advisor in 2001. I hold a Bachelor of Arts degree in business education from Evangel University.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I am active in my local church. In my free time, I enjoy spending time with my family and working on home renovation projects.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office200 North Durkee Street
Appleton, WI 54911
Secondary office102 South Pearl Street
Princeton, WI 54968
Secondary office3300 E Calumet St
Appleton, WI 54915
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.