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
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.
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 |
Your Information is Safe and Secure