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Appleton Office

1010 South Oneida Street,

Appleton, WI 54915
John W. Schatz, CRPC®

John W. Schatz, CRPC®

Director of Financial Planning & Member of Investment Strategy Group

Areas of expertise: Investment Planning, Private REITs, Annuities, Alternative Investments, Behavior Finance and including the integration of the investments into the comprehensive financial planning processes.

Bachelor’s degree in Family Resource Management from The Ohio State University in 2000. National speaker/trainer for Lincoln Financial Advisors.