APEX Wealth Management
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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from APEX Wealth Management, Finance, 146 N. Central Avenue Ste 208, Marshfield, WI.
APEX Wealth Management, a nationally recognized firm underpinned by Northwestern Mutual, offers comprehensive financial planning and investment management solutions.
The right financial plan makes it easier to feel confident about what’s next. I can help you put one together that would impress any dad.
06/15/2026
Planning for their future doesn’t have to wait. I can help steer your family towards happily ever after. Let’s get started.
06/15/2026
Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your goals. http://spr.ly/6185B8627v
06/12/2026
Keeping our scores confidential for legal reasons ⛳️
Let me help you get the right financial plan in place, so the big stuff AND the little stuff feel lighter. Let’s get started on yours today.
06/08/2026
I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidence. http://spr.ly/6189BBGFgb
06/05/2026
Dan Zipperer & Jack Stephenson passed their CFP Exam! It’s great to have two more Certified Financial Planners in the office. After months (and months) of studying and a 67% average pass rate the guys made it happen. Help us congratulate them on a job well done!
Many things can be true at once. I can help you set up a financial plan to prepare for it all.
06/01/2026
A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. http://spr.ly/6186BBNCmM
05/29/2026
Sydney proudly represented our Marshfield office this month, teaming up with the Fleisner Network office and Special Spaces Fox Valley to give a courageous little boy the bedroom makeover of his dreams. A day full of teamwork, heart, and a reminder of how much a special space can mean :)
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146 N. Central Avenue Ste 208
Marshfield, WI
54449
Opening Hours
| Monday | 8:30am - 4:30pm |
| Tuesday | 8:30am - 4:30pm |
| Wednesday | 8:30am - 4:30pm |
| Thursday | 8:30am - 4:30pm |
| Friday | 8:30am - 4:30pm |