Patrick N. Stoa

MACCO FINANCIAL GROUP | Financial Advisor

GREEN BAY, WI 54301

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CRD#: 6516986

Professional summary

Patrick Nathan Stoa, CFP®, who also goes by Patrick Stoa, is a registered financial advisor currently at MACCO FINANCIAL GROUP, INC. located in Green Bay, Wisconsin.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Patrick has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Tax Planning

Social Security Planning

Comprehensive Financial Planni...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Patrick Stoa

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Nathan Stoa'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: 2018

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

July 31, 2015 - October 2, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

GREEN BAY, WI

Past

July 13, 2015 - October 2, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

GREENBAY, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MACCO FINANCIAL GROUP, INC.

CRD#: 337398 / SEC#: 801-133933

RIA

Registered Investment Advisory firm - (7/23/2025 Approved)

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

Texas
(12/11/2025)

IAR

Wisconsin
(10/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/30/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/13/2015

General Securities Representative Examination

Current Firm

MACCO FINANCIAL GROUP, INC.

CRD#: 337398 / SEC#: 801-133933

RIA

Registered Investment Advisory firm - (7/23/2025 Approved)

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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

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MACCO FINANCIAL GROUP, INC. DISCLOSURE BROCHURE (11/19/2025)

Regulatory assets under management

Total Number of Accounts	1,298
AUM (Assets Under Management)	$ 261,910,622

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Patrick N. Stoa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Nathan Stoa's CRS (Customer Relationship Summary).

Certified licenses

Experience

MACCO FINANCIAL GROUP, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MACCO FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/30/2015

SIE

Date: 10/1/2018

Series 7

Date: 7/13/2015

Current Firm

MACCO FINANCIAL GROUP, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MACCO FINANCIAL GROUP, INC.

TRUST BUT VERIFY

Contact information

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