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Find The Best Financial Advisors in Green Bay, Wisconsin

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Green Bay is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Green Bay & pick the one as per your needs

How To Find The Best Financial Advisors in Green Bay, Wisconsin

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Green Bay, Wisconsin, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and non-vetted financial advisors in Green Bay, Wisconsin, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Green Bay, Wisconsin have an average of 20 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Green Bay, Wisconsin

advisor-photo

Todd J. Glime Wealth Management, LLC

Futurity First Wealth Management

920-606-9446

Top Financial Advisor Firms in Green Bay, Wisconsin (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
NICOLET WEALTH MANAGEMENT
111 N. Washington Street,
Green Bay, WI, 54301
283940 $2,930,862,255 10191 A Percentage of AUM, Fixed Fees
KELLOGG ASSET MANAGEMENT, LLC
200 North Adams Street,
Green Bay, WI, 54301
150031 $2,172,239,299 116 A Percentage of AUM
PACKERLAND BROKERAGE SERVICES, INC.
432 Security Blvd., Ste. 101
Green Bay, WI, 54313-9709
37031 $929,959,984 7065 A Percentage of AUM, Hourly charges, Fixed Fees
ASSOCIATED INVESTMENT SERVICES, INC.
433 Main Street,
Green Bay, WI, 54301-5114
1464 $827,255,621 4827 A Percentage of AUM
HARBOR WEALTH MANAGEMENT, LLC
727 Cormier Road, Suite 101
Green Bay, WI, 54303
153527 $294,358,597 1229 A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
NAVIGEN WEALTH MANAGEMENT
2300 Riverside Drive,
Green Bay, WI, 54301
145458 $141,176,524 508 A Percentage of AUM, Hourly charges, Fixed Fees
KCD FINANCIAL, INC.
3061 Allied Street, Suite B
Green Bay, WI, 54304
127473 $123,844,687 681 A Percentage of AUM, Hourly charges, Other (A PORTION OF FEES PAID TO 3RD PARTY ADVISORS)
TITLETOWN WEALTH MANAGEMENT, LLC
1221 Bellevue Street, Suite 102
Green Bay, WI, 54302
307752 $94,004,601 798 A Percentage of AUM, Hourly charges, Fixed Fees

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