Fiduciary advisors in Green Bay, WI

8 registered advisers

8 fiduciary advisors with SEC registration serve Green Bay, Wisconsin -- 4 fee-only.

ASSOCIATED INVESTMENT SERVICES, INC.

Also Compensated via Brokerage
Green Bay, WisconsinCRD #1464
Typical Fee--
AUM$1.0B
Minimum--
Clients5,050

HARBOR WEALTH MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
Green Bay, WisconsinCRD #153527
Typical Fee--
AUM$410M
Minimum--
Clients1,403

KCD FINANCIAL, INC.

Also Compensated via Brokerage
Green Bay, WisconsinCRD #127473
Typical Fee--
AUM$183M
Minimum--
Clients697

KELLOGG ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Green Bay, WisconsinCRD #150031
Typical Fee--
AUM$2.7B
Minimum--
Clients108

MACCO FINANCIAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Green Bay, WisconsinCRD #337398
Typical Fee--
AUM$278M
Minimum--
Clients1,467

NICOLET WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Green Bay, WisconsinCRD #283940
Typical Fee--
AUM$3.8B
Minimum--
Clients8,809

PACKERLAND BROKERAGE SERVICES, INC.

Also Compensated via Brokerage
Green Bay, WisconsinCRD #37031
Typical Fee--
AUM$909M
Minimum--
Clients4,245

TITLETOWN WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Green Bay, WisconsinCRD #307752
Typical Fee--
AUM$150M
Minimum--
Clients731
Fiduciary Advisors in Green Bay, Wisconsin | FiduciaryListings