Top Financial Advisors in Green Bay, Wisconsin
Finding the right financial advisor in Green Bay is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Green Bay, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Green Bay, WI.
Find the Best Financial Advisor Firms in Green Bay:
NICOLET WEALTH MANAGEMENT
CRD#: 283940
Address: 111 N. Washington Street, Green Bay, WI 54301
Clients: 3,311
Average Clients per Advisor: 97
AUM: $ 3.8B
ASSOCIATED INVESTMENT SERVICES, INC.
CRD#: 1464
Address: 433 Main Street, Green Bay, WI 54301-5114
Clients: 3,394
In Business for: 102 Years
Average Clients per Advisor: 130
AUM: $ 1.0B
Disclosures: 4
PACKERLAND BROKERAGE SERVICES, INC.
CRD#: 37031
Address: 432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709
Clients: 3,958
In Business for: 31 Years
Average Clients per Advisor: 24
AUM: $ 909M
Disclosures: 2
HARBOR WEALTH MANAGEMENT, LLC
CRD#: 153527
Address: 727 Cormier Road Suite 101, Green Bay, WI 54303
Clients: 264
Average Clients per Advisor: 52
AUM: $ 363M
KCD FINANCIAL, INC.
CRD#: 127473
Address: 3061 Allied Street Suite B, Green Bay, WI 54304
Clients: 1,123
In Business for: 22 Years
Average Clients per Advisor: 41
AUM: $ 183M
Disclosures: 4
TITLETOWN WEALTH MANAGEMENT, LLC
CRD#: 307752
Address: 1221 Bellevue Street Suite 102, Green Bay, WI 54302
Clients: 299
Average Clients per Advisor: 99
AUM: $ 116M
How We Chose the Top Financial Advisors in Green Bay, Wisconsin
To create this list of top financial advisor firms in Green Bay, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Green Bay has to offer.
Search Financial Advisors in Green Bay, Wisconsin
Jerrold Alan Ganz
Carey Ann Somerville
Mark Brian Piper
Richard James Zuehlke
Michael Duane Shepard
Rick David Groeschl
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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