Andrew M. Froelich

MACCO FINANCIAL GROUP

GREEN BAY, WI 54301

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CRD#: 6601066

Professional summary

Andrew Murray Froelich, CFP®, CIMA® is a registered financial advisor currently at MACCO FINANCIAL GROUP, INC. located in Green Bay, Wisconsin.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Andrew has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

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; 1138 Main Street, Green Bay, WI, 54301; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent 2) 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; Assists with bookkeeping and business operations

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Murray Froelich'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

August 19, 2016 - October 2, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

GREEN BAY, WI

Past

July 14, 2016 - October 2, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

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)

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: 8/18/2016

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: 7/14/2016

General Securities Representative Examination

Current Firm

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

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

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

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.

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Andrew M. Froelich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Murray Froelich's CRS (Customer Relationship Summary).

Certified licenses

Experience

MACCO FINANCIAL GROUP, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/18/2016

SIE

Date: 10/1/2018

Series 7

Date: 7/14/2016

Current Firm

MACCO FINANCIAL GROUP, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

MACCO FINANCIAL GROUP, INC.

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