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: 3,925
Average Clients per Advisor: 122
AUM: $ 2.9B
PACKERLAND BROKERAGE SERVICES, INC.
CRD#: 37031
Address: 432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709
Clients: 3,972
In Business for: 32 Years
Average Clients per Advisor: 14
AUM: $ 930M
Disclosures: 2
ASSOCIATED INVESTMENT SERVICES, INC.
CRD#: 1464
Address: 433 Main Street, Green Bay, WI 54301-5114
Clients: 3,627
In Business for: 103 Years
Average Clients per Advisor: 145
AUM: $ 827M
Disclosures: 4
HARBOR WEALTH MANAGEMENT, LLC
CRD#: 153527
Address: 727 Cormier Road Suite 101, Green Bay, WI 54303
Clients: 263
Average Clients per Advisor: 52
AUM: $ 294M
SAFEGUARD WEALTH MANAGEMENT
CRD#: 306953
Address: Green Bay, WI
Clients: 136
Average Clients per Advisor: 27
AUM: $ 184M
NAVIGEN WEALTH MANAGEMENT
CRD#: 145458
Address: 677 Baeten Road Suite 250, Green Bay, WI 54304
Clients: 157
Average Clients per Advisor: 78
AUM: $ 141M
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
Nancy Jane Loberger
Registered Affiliation(s):MORGAN STANLEY
Robert Luis Rivera
Registered Affiliation(s):KCD FINANCIAL, INC.
Trent C Nelson
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Mary J Wubker
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Christopher Emil Grassel
Registered Affiliation(s):OSAIC WEALTH, INC.
Dayna Christel Carlson
Registered Affiliation(s):LPL FINANCIAL LLC
Daniel John Otto
Registered Affiliation(s):PFS INVESTMENTS INC.
Susan Lynn Porath
Registered Affiliation(s):N.E.W. ADVISORY SERVICES, LLC
Jeffrey Charles Gordon
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jason Wayne Peterson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Scott Comee Soulek
Registered Affiliation(s):OSAIC WEALTH, INC.
Matthew William Klewer
Registered Affiliation(s):TRIAD HYBRID SOLUTIONS, LLC
Todd John Hietpas
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Roger Charles Otto Clark
Registered Affiliation(s):PFS INVESTMENTS INC.
Jennifer Jill Glovacki
Registered Affiliation(s):LPL FINANCIAL LLC
Brian M Boehm
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
Dawn Renee Buxton
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
James Raymond Zuleger
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Susan M Behm
Registered Affiliation(s):OSAIC WEALTH, INC.
Todd Christopher Kuen
Registered Affiliation(s):LPL FINANCIAL LLC
Randall Robert Obright
Registered Affiliation(s):PFS INVESTMENTS INC.
Shana Lynn Keil
Registered Affiliation(s):PRIVATE CLIENT SERVICES, LLC
Jeremy James Burton
Registered Affiliation(s):PRIVATE CLIENT SERVICES, LLC
Randy Roy Busch
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
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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