Ferris Financial Consulting Group of Wells Fargo Advisors
Phone: 920-731-1150 | 800-236-0880 Fax: 920-731-5818
Our Group
The Ferris Financial Consulting Group of Wells Fargo Advisors is a dedicated team of wealth management professionals who provide holistic, personalized advice to individuals, families, charities, institutions, and foundations. Our group focuses on helping our clients meet their financial goals by developing investment plans centered on their long-term goals, investment objective, and risk tolerance.<br/><br/>With over 40 years of combined industry experience, the Ferris Financial Consulting Group has worked through multiple market cycles and aims to provide financial markets experience to all clients. Our team utilizes the eMoney planning process to produce detailed and customizable retirement plans for individuals and families.<br/><br/>The Ferris Financial Consulting Group can provide access to Wealth Management, Commercial Banking, and Investment Banking as well as traditional bank products and services to accommodate clients' needs through Wells Fargo affiliates. We advise on retirement, including 401ks and IRAs, to create a tax efficient investment plan. Our group strives to provide highly customized financial strategies, retirement plans, and unbeatable service to each client.<br/><br/>The Ferris Group was named to the Forbes Best-In-State Wealth Management Teams for 2023, 2024, and 2025.<br/><br/>Our team:<br/>Steve Ferris, Managing Director ? Investments <br/>Matthew Ferris, Financial Advisor<br/>Craig Schmidt, Senior Registered Client Associate<br/><br/>Please see individual biographies to learn more about our group.
United States: Wisconsin: Appleton Branch
Group Financial Advisors
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STEVEN FERRIS
Financial Advisor -
MATTHEW FERRIS
Financial Advisor
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