1920 East Northland Avenue, Appleton, WI 54911

julie@planningconcepts.net

Home
Home
About
Resource Center
Tools
- Glossary
- Tax Resources
Contact

Kyle St. Marie

Kyle St. Marie

Investment Advisor / Accounting

(920) 730-3333

(920) 731-7401

kyle@planningconcepts.net

Securities licensed in: WI

Contact

Office: (920) 730-3333

Toll-Free: (800) 798-5722

Fax: (920) 731-7401

1920 East Northland Avenue

Appleton, WI 54911

julie@planningconcepts.net

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Check the background of this Firm

Securities and Advisory Services Offered Through Harbour Investments, Inc. Member of FINRA/SIPC.

Licensed in the Following States: CO,IN,MI,MT,TX,WI,FL,UT,KS,NV,VA

Medicare disclosure: We do not offer every plan available in your area. Currently we represent 4 organizations which offer 43 products in your area. Please contact Medicare.gov or 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options.