Winch Financial
44yrs
Top advisor by experience in Appleton
39yrs
Scott Scheer is a financial advisor in Appleton, Wisconsin, with 39 years in the industry. Scott joined Eagle Strategies in 2006, a firm offering financial planning, investment management, and retirement plan consulting. Scott holds the ChFC designation.
At a glance
Experience39 years (since 1988)
How that compares ?Top 5% by experience in Appleton
OfficeN474 Eisenhower Dr Suite C, Appleton, WI 54915
FirmEagle Strategies
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?1 state
Services through Eagle Strategies
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2006 – nowEagle Strategies LLCCurrent firm
Contact Scott
N474 Eisenhower Dr Suite CAppleton, WI 54915Office · Get directions Firm main line(888) 695-3245Headquarters: Eagle Strategies · New York, NY Firm websitewww.eaglestrategies.com
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Questions to ask Scott
Tailored to Scott’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Scott
How do I contact Scott?
Call Eagle Strategies at (888) 695-3245 and ask for Scott Scheer. Scott works from the Appleton, WI office.
How long has Scott been a financial advisor?
Scott has been in the industry since 1988, about 39 years. Top 5% by experience in Appleton.
What licenses does Scott hold?
Series 63. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Scott paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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