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Find The Best Financial Advisors in Green Bay, Wisconsin

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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 8 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 21 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

Todd J. Glime Wealth Management, LLC

Futurity First Wealth Management

920-606-9446

Address

4321 West College Avenue,
Suite 200,
Appleton, WI 54914 See Details

Endowment Wealth Management

920-785-6010

Address

W6272 Communication Court,
Appleton, WI 54914 See Details

Evexia Wealth, LLC

715-344-9496

Address

1265 Main Street, Suite 105,
Stevens Point, WI 54481 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
NICOLET WEALTH MANAGEMENT 111 N. Washington Street, Green Bay, WI, 54301	283940	$3,665,411,749	9297	A percentage of AUM, Fixed fees
KELLOGG ASSET MANAGEMENT, LLC 200 North Adams Street, Green Bay, WI, 54301	150031	$2,508,796,355	115	A percentage of AUM
ASSOCIATED INVESTMENT SERVICES, INC. 433 Main Street, Green Bay, WI, 54301-5114	1464	$1,000,633,569	5050	A percentage of AUM
PACKERLAND BROKERAGE SERVICES, INC. 432 Security Blvd., Ste. 101 Green Bay, WI, 54313-9709	37031	$854,243,663	4831	A percentage of AUM, Hourly charges, Fixed fees
HARBOR WEALTH MANAGEMENT, LLC 727 Cormier Road, Suite 101 Green Bay, WI, 54303	153527	$362,947,912	1337	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
NAVIGEN WEALTH MANAGEMENT 2300 Riverside Drive, Green Bay, WI, 54301	145458	$187,789,799	602	A percentage of AUM, Hourly charges, Fixed fees
KCD FINANCIAL, INC. 3061 Allied Street, Suite B Green Bay, WI, 54304	127473	$182,585,838	697	A percentage of AUM, Hourly charges, Fixed fees, Other (A PORTION OF FEES PAID TO 3RD PARTY ADVISORS)
TITLETOWN WEALTH MANAGEMENT, LLC 1221 Bellevue Street, Suite 102 Green Bay, WI, 54302	307752	$108,517,715	814	A percentage of AUM, Hourly charges, Fixed fees

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Find The Best Financial Advisors in Green Bay, Wisconsin

How To Find The Best Financial Advisors in Green Bay, WisconsinLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Green Bay, Wisconsin

Todd J. Glime Wealth Management, LLC

Futurity First Wealth Management

Address

Endowment Wealth Management

Address

Evexia Wealth, LLC

Address

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

Select other cities around Green Bay, Wisconsin to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Green Bay, Wisconsin
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy