Best Financial Advisors in GREEN BAY, Wisconsin
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in GREEN BAY
NICOLET WEALTH MANAGEMENT
GREEN BAY, WI · Since 2016
KELLOGG ASSET MANAGEMENT, LLC
GREEN BAY, WI · Since 2009
TITLETOWN WEALTH MANAGEMENT, LLC
GREEN BAY, WI · Since 2021
MACCO FINANCIAL GROUP, INC.
GREEN BAY, WI · Since 2025
KCD FINANCIAL, INC.
GREEN BAY, WI · Since 2017
ASSOCIATED INVESTMENT SERVICES, INC.
GREEN BAY, WI · Since 2010
PACKERLAND BROKERAGE SERVICES, INC.
GREEN BAY, WI · Since 2012
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in GREEN BAY?
The median advisory fee in GREEN BAY, WI is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.