How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Barry

ADVISOR PROFILE

Services Offered
Philanthropic services
Trust & estate planning
Financial planning
Institutional consulting
Loans/credit services
Insurance
My Ideal Client
Retail
High Net Worth
Ultra High Net Worth
Endowments
Small Business

1) Boys & Girls Club of Green Bay. 1451 University Ave, Green Bay, WI 54302. Support Youth in Green Bay area. Board member & finance committee member. 2 hrs/mo; 2 during trading hrs. 2) Nicolet Advisory Services, LLC. 111 N Washington St, Green Bay, WI 54301. RIA. 160 hrs/mo; 160 during trading hrs. 3) Green Bay Area Catholic High School Foundation LTD. 610 Maryhill Dr, Green Bay, WI 54303. Foundation grants used to support Catholic education for high school students. 1 hr/mo; 1 during trading hrs.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Barry Joseph Martzahl

Experience: 39 years / 6 firms

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