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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. 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 - 26-Mar-2023

If you’re looking for qualified financial advisors in Green Bay, Wisconsin, is a useful resource. We've compiled a list of the 5 vetted financial advisors and 65 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


Andrew Hermsen

Hermsen Wealth Management

1200 Centennial Centre Blvd
Suite 300

Hobart, WI 54155



Paul Hoffman

Next Third Retirement Coaching

400 N Richmond St Suite F

Appleton, WI 54911



Todd Glime

Futurity First Wealth Management

4321 West College Avenue
Suite 200

Appleton, WI 54914



Endowment Wealth Management

Endowment Wealth Management

W6272 Communication Court

Appleton, WI 54914



Daniel Carlson

Farther Finance, LLC

20826 River Hills Way

Kiel, WI 53042


Top Financial Advisor Firms in Wisconsin (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
200 North Adams Street, Green Bay, WI 54301
150031 $2,531,040,474 114 A percentage of AUM
111 N. Washington Street, Green Bay, WI 54301
283940 $1,456,224,984 7956 A percentage of AUM
Fixed fees
433 Main Street, Green Bay, WI 54301-5114
1464 $1,006,715,073 4853 A percentage of AUM
432 Security Blvd., Ste. 101 Green Bay, WI 54313-9709
37031 $740,718,524 3978 A percentage of AUM
Hourly charges
Fixed fees
727 Cormier Road, Suite 101 Green Bay, WI 54303
153527 $317,030,127 1626 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
2300 Riverside Drive, Green Bay, WI 54301
145458 $182,997,927 750 A percentage of AUM
Hourly charges
Fixed fees
3061 Allied Street, Suite B Green Bay, WI 54304
127473 $130,362,000 735 A percentage of AUM
Hourly charges
1221 Bellevue Street, Suite 102 Green Bay, WI 54302
307752 $110,400,000 898 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in Wisconsin

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Andy Mangin
Inquire with Andy
111 N Washington St 4th, Fl Ste410 Green Bay, WI 54301 920-436-5601
Adam Lewitzke
Inquire with Adam
601 Willard Dr, Green Bay, WI 54304 920-499-0999
Bobbi Van Eperen
Inquire with Bobbi
111 N Washington St, 4th Fl Ste410 Green Bay, WI 54301 920-436-5624
Morgan Stanley Financial Advisors
Inquire with Morgan
111 N Washington St 4th, Fl Ste410 Green Bay, WI 54301 920-437-3276
Rick T Holewinski
Inquire with Rick
2740 S Oneida St, Ste A Green Bay, WI 54304 920-499-9400
Mark A Engles
Inquire with Mark
1331 North Rd, Ste 100 Green Bay, WI 54313 920-593-6880
Christopher Feutz
Inquire with Christopher
1331 North Rd, Ste 100 Green Bay, WI 54313 920-593-6881
Mark B Piper
Inquire with Mark
1331 North Rd, Ste 100 Green Bay, WI 54313 920-593-6882
Christopher L Clark
Inquire with Christopher
111 N Washington St, 4th Fl Ste410 Green Bay, WI 54301 920-436-5613
Northright Financial
Inquire with Northright
3008A Walker Drive, Green Bay, WI 54311 920-712-7800

Frequently Asked Questions

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.

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.

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.

How much money should I 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.

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.

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