Top financial advisors in Green Bay, WI
We’ve curated a list of the best financial advisors in Green Bay, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$317,515,903
Number of advisors
273 advisors
| $317,515,903 | 273 advisors | |
| 2 |
Assets under management
$294,358,597
Number of advisors
6 advisors
| $294,358,597 | 6 advisors | |
| 3 |
Assets under management
$94,004,601
Number of advisors
3 advisors
| $94,004,601 | 3 advisors | |
| 4 |
Assets under management
$2,476,893
Number of advisors
50 advisors
| $2,476,893 | 50 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Green Bay, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Green Bay. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Packerland Brokerage Services, Inc.
Packerland Brokerage Services, Inc. is a financial advisory firm based in Green Bay, Wisconsin. It currently has approximately $317,515,903 of assets under management and employs about 273 people. Packerland Brokerage Services, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$317,515,903 under management
273 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersEducational Seminars/workshopsHarbor Wealth Management, LLC
Harbor Wealth Management, LLC is a financial advisory firm based in Green Bay, Wisconsin. It currently has approximately $294,358,597 of assets under management and employs about 6 people. Harbor Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
$294,358,597 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesIncome Tax Planning And PreparationTitletown Wealth Management, LLC
Titletown Wealth Management, LLC is a Registered Investment Adviser based in Green Bay, Wisconsin, established in April 2020 and registered with the U.S. Securities and Exchange Commission in June 2021. The firm offers investment advisory services tailored to meet clients' needs and objectives, including asset allocation strategies and financial planning consulting. Clients have the option for discretionary or non-discretionary investment advisory services through managed account programs. The firm charges asset management fees ranging from 0.75% to 1.50% annually based on assets under management, with fees assessed quarterly in advance. Financial planning services are charged through fixed fees or hourly arrangements. TWM does not charge performance-based fees or engage in side-by-side management. The firm serves individuals and high net worth individuals with no minimum account size requirement. Investment strategies may include asset allocation, dollar-cost averaging, technical analysis, and long-term or short-term purchases. TWM does not have physical custody of client funds and securities, and clients receive account statements from an independent custodian at least quarterly. Clients may grant TWM discretionary authority over their accounts, with limitations allowed upon written notification. TWM does not vote proxies on behalf of clients and does not compensate for client referrals.
$94,004,601 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesKcd Financial, Inc.
KCD Financial, Inc. is a registered investment adviser established in 2003, offering asset management programs, financial planning, and third-party management programs. The firm provides services to individuals, entities, and high net worth clients, with a minimum account requirement that may be waived. Investment Advisory Representatives may have discretionary authority over accounts if specified by the client. KCD does not provide legal services or act in legal proceedings involving securities. The firm offers a variety of investment strategies, including long-term purchases, short sales, and option writing. KCD charges fees based on a percentage of assets under management, ranging from 0.5% to 3%, with fees for financial planning and appraisal services based on hourly or fixed rates. The firm does not charge performance-based fees and does not have discretion over client accounts unless authorized. KCD does not vote proxies on behalf of clients and does not maintain physical custody of client funds. The firm's principals have no relationship with any issuer or state. For additional information on the firm's principals and compliance officers, refer to the Supplement to the Brochure, Form ADV Part 2B.
$2,476,893 under management
50 advisors
Fee structure
A percentage of assets under your management
Hourly charges
A PORTION OF FEES PAID TO 3RD PARTY ADVISORS
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Green Bay, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Green Bay. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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