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Financial planning in Green Bay, WI

8 advisers in Green Bay offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 8

Associated Investment Services, INC.433 Main Street · Green Bay, WI 54301 · (800) 595-7722 · Financial planningCRD 1464 · % of assets · $1.2 billion AUMSEC registeredNo commissions reportedBarington Capital Management, LLC926 Willard Dr., Suite 222 · Green Bay, WI 54304 · (920) 770-5073 · Financial planningCRD 282826 · % of assets · $47.0 million AUMState registeredNo commissions reportedKcd Financial, INC.3061 Allied Street, Suite B · Green Bay, WI 54304 · (920) 347-3400 · Financial planningCRD 127473 · % of assets, Hourly charges, Fixed fees · $202.1 million AUMSEC registeredNo commissions reportedMacco Financial Group, INC.1138 Main Street · Green Bay, WI 54301 · (920) 617-6830 · Financial planningCRD 337398 · % of assets, Fixed fees · $277.8 million AUMSEC registeredNo commissions reportedMelotte Financial Advisors1150 Springhurst Drive, Suite 113 · Green Bay, WI 54304 · (920) 241-6632 · Financial planningCRD 286218 · % of assets · $97.6 million AUMState registeredNo commissions reportedNicolet Wealth Management111 N. Washington Street · Green Bay, WI 54301 · (920) 430-1400 · Financial planningCRD 283940 · % of assets · $4.3 billion AUMSEC registeredNo commissions reportedPackerland Brokerage Services, INC.432 Security Blvd., Ste. 101 · Green Bay, WI 54313 · (920) 662-9500 · Financial planningCRD 37031 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedTitletown Wealth Management, LLC1221 Bellevue Street, Suite 102 · Green Bay, WI 54302 · (920) 468-7443 · Financial planningCRD 307752 · % of assets, Hourly charges, Fixed fees · $150.3 million AUMSEC registeredNo commissions reported