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Michael John Macco

Michael J. Macco

MACCO FINANCIAL GROUP | Branch Manager
GREEN BAY, WI 54301
Some features on this profile are disabled
CRD#: 5488129
Michael John Macco

Professional summary

Michael John Macco, CFP®, CIMA® is a registered financial advisor currently at MACCO FINANCIAL GROUP, INC. located in Green Bay, Wisconsin.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michael has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

What are your service offerings?
Insurance Planning
Estate Planning
Comprehensive Financial Planni...
Investment Planning
Employee and Employer Plan Ben...
Retirement Planning
Small Business Planning
Retirement Income Management
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Licensed insurance agent; Not investment-related; Green Bay, WI, 54301; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent 2) 1138 Main, LLC; 1138 Main St, Green Bay, WI, 54301; Rental Real Estate; Managing Member; 08/25/2008; 2 Hours per month; 0 during trading hours; Collect rent, reconciles books, and assists with property management 3) S&E Mini Golf LLC; 2630 School Lane, Suamico, WI, 54313; Member; Not Investment Related; 06/01/2022; 2 hours per month; 0 during trading hours; Business advisor, consultant and investor.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Macco's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2019

CIMA®

Certified Investment Management Analyst

Experience

Current

October 2, 2025 - Present

MACCO FINANCIAL GROUP, INC.

Office #1: 1138 Main Street, Green Bay, WI 54301
RIA
CRD#: 337398
GREEN BAY, WI
Past

May 28, 2009 - October 2, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
GREEN BAY, WI
Past

April 23, 2008 - October 2, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
GREENBAY, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Wisconsin
(10/2/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/30/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/22/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 7/25/2011
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 5/26/2011
General Securities Sales Supervisor - Options Module Examination

Current Firm

MF
MACCO FINANCIAL GROUP, INC.
MACCO FINANCIAL GROUP, INC.

CRD#: 337398 / SEC#: 801-133933

RIA
Registered Investment Advisory firm - (7/23/2025 120-Day Approval)
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Contact information

Main Address
1138 Main Street, Green Bay, WI 54301
Mailing Address
Phone number
(920) 617-6830
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MACCO FINANCIAL GROUP, INC. DISCLOSURE BROCHURE (8/4/2025)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MACCO FINANCIAL GROUP, INC.

Branch ManagerCRD#: 337398Green Bay, WI 54301

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Contact information

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